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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 41 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 GBIL GOLDMAN SACHS ETF TR 3,424.0 $343K 0.01% -588.0 -14.7% $100.19 -0.1%
802 QHY WISDOMTREE TR 7,530.0 $343K 0.01% -300.0 -3.8% $45.54 +0.9%
803 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,872.0 $341K 0.01% $182.36 -1.2%
804 AIR AAR CORP Industrials 3,105.0 $340K 0.01% $109.46 -0.8%
805 WY WEYERHAEUSER CO MTN BE Real Estate 13,798.0 $337K 0.01% -743.0 -5.1% $24.43 -4.9%
806 TWST TWIST BIOSCIENCE CORP Healthcare 7,050.0 $335K 0.01% -2K -21.2% $47.52 +12.9%
807 LRCX LAM RESEARCH CORP Technology 1,563.0 $334K 0.01% +323.0 +26.1% $213.66 +41.5%
808 ARKG ARK ETF TR 12,522.0 $331K 0.01% $26.42 +15.6%
809 FCT FIRST TR SR FLTG RATE INCOME Financial Services 34,296.0 $331K 0.01% -230.0 -0.7% $9.64 +0.5%
810 VDC VANGUARD WORLD FD 1,454.0 $326K 0.01% -29.0 -2.0% $224.51 +2.3%
811 TOPT ISHARES TR 11,386.0 $326K 0.01% -75K -86.8% $28.62 +18.2%
812 XLY SELECT SECTOR SPDR TR 2,958.0 $322K 0.01% -25K -89.3% $108.97 +8.9%
813 VIGI VANGUARD WHITEHALL FDS 3,640.0 $322K 0.01% -995.0 -21.5% $88.45 +6.2%
814 ISTR INVESTAR HLDG CORP Financial Services 11,784.0 $321K 0.01% NEW $27.27 +4.8%
815 SCI SERVICE CORP INTL Consumer Cyclical 3,889.0 $321K 0.01% +2K +108.3% $82.50 -6.0%
816 MKL MARKEL GROUP INC Financial Services 166.0 $318K 0.01% +71.0 +74.7% $1914.07 -3.2%
817 RSG REPUBLIC SVCS INC Industrials 1,440.0 $315K 0.01% -34.0 -2.3% $219.03 -3.1%
818 FEPI ETF OPPORTUNITIES TRUST 7,915.0 $314K 0.01% +1K +20.3% $39.67 +13.8%
819 RDIV INVESCO EXCH TRADED FD TR II 5,639.0 $314K 0.01% +1K +21.9% $55.66 +3.4%
820 CII BLACKROCK ENHANCD CAP INM Financial Services 14,793.0 $311K 0.01% +603.0 +4.2% $21.02 +17.9%
Page 41 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%