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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 32 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FDX FEDEX CORP Industrials 1,792.0 $638K 0.01% +85.0 +5.0% $356.17 +9.2%
622 CELH CELSIUS HLDGS INC Consumer Defensive 17,969.0 $638K 0.01% -2K -10.0% $35.48 -16.3%
623 GMAY FIRST TR EXCHNG TRADED FD VI 15,500.0 $636K 0.01% -750.0 -4.6% $41.06 +4.2%
624 IYM ISHARES TR 3,616.0 $636K 0.01% +340.0 +10.4% $175.93 +2.5%
625 MC MOELIS CO Financial Services 11,160.0 $636K 0.01% $57.00 +15.2%
626 ALL ALLSTATE CORP Financial Services 3,035.0 $629K 0.01% +122.0 +4.2% $207.33 +3.4%
627 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 19,585.0 $627K 0.01% +6K +45.3% $32.01 +2.5%
628 GLW CORNING INC Technology 4,585.0 $623K 0.01% +70.0 +1.6% $135.96 +41.1%
629 DOW DOW INC Basic Materials 14,907.0 $621K 0.01% +97.0 +0.7% $41.65 -13.8%
630 RFV INVESCO EXCHANGE TRADED FD T 4,683.0 $609K 0.01% +3K +159.3% $129.97 +5.7%
631 ARKK ARK ETF TR 8,997.0 $608K 0.01% -2K -16.2% $67.59 +13.4%
632 FLQL FRANKLIN TEMPLETON ETF TR 8,909.0 $603K 0.01% -523.0 -5.5% $67.64 +13.4%
633 DJAN FIRST TR EXCHNG TRADED FD VI 14,160.0 $602K 0.01% +14K +4230.3% $42.53 +6.2%
634 VEU VANGUARD INTL EQUITY INDEX F 8,018.0 $602K 0.01% +132.0 +1.7% $75.10 +10.0%
635 IYH ISHARES TR 9,755.0 $601K 0.01% -562.0 -5.5% $61.64 +1.1%
636 PECO PHILLIPS EDISON CO INC Real Estate 16,067.0 $601K 0.01% -299.0 -1.8% $37.42 +8.3%
637 FNY FIRST TR EXCHANGE TRADED ALP 6,630.0 $600K 0.01% +1K +26.6% $90.48 +12.3%
638 NOC NORTHROP GRUMMAN CORP Industrials 873.0 $596K 0.01% -72.0 -7.6% $682.24 -19.2%
639 SMDV PROSHARES TR 8,646.0 $595K 0.01% +511.0 +6.3% $68.79 +4.5%
640 DVN DEVON ENERGY CORP NEW Energy 11,778.0 $593K 0.01% +94.0 +0.8% $50.32 -6.4%
Page 32 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%