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Portfolio (Quarterly) Guide ↗

Geneos Wealth Management Inc.

· CIK 0001764754
13F Portfolio $4.3B AUM 2,465 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New 652 Added 609 Reduced 110 Exited
Page 15 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TLT ISHARES TR 37,017.0 $3.2M 0.07% -888.0 -2.3% $86.69 -2.9%
282 MA MASTERCARD INCORPORATED Financial Services 6,375.0 $3.2M 0.07% +68.0 +1.1% $499.70 -0.0%
283 BKNG BOOKING HOLDINGS INC Consumer Cyclical 751.0 $3.2M 0.07% -21.0 -2.7% $4211.70 -96.2%
284 IWR ISHARES TR 32,141.0 $3.1M 0.07% -193.0 -0.6% $97.23 +8.0%
285 KO COCA COLA CO Consumer Defensive 40,879.0 $3.1M 0.07% $76.05 +6.7%
286 ESUM STRATEGY SHS 118,179.0 $3.1M 0.07% -5K -3.9% $26.18 +10.8%
287 TMDX TRANSMEDICS GROUP INC Healthcare 30,635.0 $3.0M 0.07% NEW $99.41 -31.6%
288 MO ALTRIA GROUP INC Consumer Defensive 45,985.0 $3.0M 0.07% +3K +6.9% $65.99 +11.7%
289 QDPL PACER FDS TR 75,463.0 $3.0M 0.07% $40.14 +13.4%
290 MINV MATTHEWS ASIA FDS 79,478.0 $3.0M 0.07% +1K +1.9% $38.04 +37.1%
291 XLF SELECT SECTOR SPDR TR 61,052.0 $3.0M 0.07% -68K -52.8% $49.37 +4.8%
292 SPIB SPDR SER TR 89,839.0 $3.0M 0.07% $33.54 -0.6%
293 MU MICRON TECHNOLOGY INC Technology 8,768.0 $3.0M 0.07% -207.0 -2.3% $337.84 +125.6%
294 DMLP DORCHESTER MINERALS LP Energy 109,291.0 $3.0M 0.07% +11K +11.5% $27.10 +1.9%
295 GE GE AEROSPACE Industrials 10,396.0 $3.0M 0.07% $283.77 +6.3%
296 AFMC FIRST TR EXCHNG TRADED FD VI 82,750.0 $2.9M 0.07% -5K -5.5% $35.51 +9.7%
297 SLV ISHARES SILVER TR Financial Services 43,007.0 $2.9M 0.07% -31K -41.7% $68.14 +1.9%
298 AEP AMERICAN ELEC PWR CO INC Utilities 22,299.0 $2.9M 0.07% +2K +10.9% $131.08 -1.1%
299 MDYG SPDR SER TR 30,438.0 $2.9M 0.07% $95.96 +10.2%
300 AMD ADVANCED MICRO DEVICES INC Technology 14,358.0 $2.9M 0.07% +98.0 +0.7% $203.43 +121.0%
Page 15 of 124  ·  2,465 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.9%
Technology 19.2%
Industrials 11.7%
Healthcare 9.2%
Energy 9.2%
Communication Services 5.9%
Consumer Cyclical 5.9%
Consumer Defensive 4.7%
Utilities 3.5%
Real Estate 3.1%