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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 16 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BSV VANGUARD BD INDEX FDS 37,222.0 $2.9M 0.07% +500.0 +1.4% $78.41 -0.7%
302 IWO ISHARES TR 9,297.0 $2.9M 0.07% +154.0 +1.7% $313.83 +17.3%
303 MINO PIMCO ETF TR 64,188.0 $2.9M 0.07% NEW $45.17 -0.4%
304 IJH ISHARES TR 42,805.0 $2.9M 0.07% -2K -4.9% $67.53 +8.0%
305 INMU BLACKROCK ETF TRUST II 120,826.0 $2.9M 0.07% NEW $23.91 +0.1%
306 URA GLOBAL X FDS 58,336.0 $2.8M 0.07% -2K -3.0% $48.43 +0.9%
307 QTEC FIRST TR NASDAQ 100 TECH IND 13,071.0 $2.8M 0.07% -74.0 -0.6% $215.98 +38.7%
308 IYF ISHARES TR 23,990.0 $2.8M 0.07% $117.66 +4.9%
309 VTV VANGUARD INDEX FDS 14,258.0 $2.8M 0.07% -2K -10.2% $196.19 +6.5%
310 MMM 3M CO Industrials 19,245.0 $2.8M 0.07% -815.0 -4.1% $145.23 +4.4%
311 SO SOUTHERN CO Utilities 28,907.0 $2.8M 0.07% -983.0 -3.3% $96.52 -3.0%
312 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,615.0 $2.8M 0.06% +636.0 +12.8% $491.50 -8.1%
313 HYG ISHARES TR 34,618.0 $2.8M 0.06% +27K +343.9% $79.56 +0.4%
314 FTSM FIRST TR EXCHANGE TRADED FD 46,016.0 $2.8M 0.06% -5K -9.2% $59.78 +0.2%
315 ILDR FIRST TR EXCHNG TRADED FD VI 90,665.0 $2.7M 0.06% -4K -4.6% $29.78 +26.0%
316 CAH CARDINAL HEALTH INC Healthcare 12,689.0 $2.7M 0.06% -596.0 -4.5% $211.31 -5.1%
317 XLK SELECT SECTOR SPDR TR 20,127.0 $2.7M 0.06% -24K -54.5% $132.90 +34.4%
318 LOW LOWES COS INC Consumer Cyclical 11,250.0 $2.7M 0.06% -507.0 -4.3% $236.29 -8.0%
319 HWM HOWMET AEROSPACE INC Industrials 11,504.0 $2.7M 0.06% -136.0 -1.2% $230.46 +12.8%
320 COHR COHERENT CORP Technology 10,978.0 $2.6M 0.06% +89.0 +0.8% $238.21 +58.7%
Page 16 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%