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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 42 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 OGS ONE GAS INC Utilities 3,597.0 $310K 0.01% $86.13 -4.4%
822 MLM MARTIN MARIETTA MATLS INC Basic Materials 526.0 $310K 0.01% $588.68 -8.6%
823 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,288.0 $307K 0.01% -482.0 -7.1% $48.78 -6.6%
824 YUM YUM BRANDS INC Consumer Cyclical 1,971.0 $306K 0.01% $155.50 -1.8%
825 CMC COMMERCIAL METALS CO Basic Materials 4,969.0 $305K 0.01% -998.0 -16.7% $61.43 +15.1%
826 XLP SELECT SECTOR SPDR TR 3,717.0 $305K 0.01% -387.0 -9.4% $81.98 +3.3%
827 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,278.0 $305K 0.01% -996.0 -18.9% $71.18 -9.6%
828 MTZ MASTEC INC Industrials 946.0 $304K 0.01% $321.74 +20.8%
829 OXY OCCIDENTAL PETE CORP Energy 4,673.0 $304K 0.01% +101.0 +2.2% $64.99 -9.5%
830 XMHQ INVESCO EXCHANGE TRADED FD T 2,936.0 $304K 0.01% -19.0 -0.6% $103.39 +4.0%
831 HAL HALLIBURTON CO Energy 7,695.0 $300K 0.01% +521.0 +7.3% $38.99 +7.6%
832 TGRT T ROWE PRICE ETF INC 7,626.0 $300K 0.01% -303.0 -3.8% $39.31 +17.3%
833 PSA PUBLIC STORAGE OPER CO Real Estate 1,104.0 $299K 0.01% +62.0 +6.0% $270.88 +11.8%
834 SPTI SPDR SER TR 10,364.0 $297K 0.01% $28.66 -1.4%
835 CLOA BLACKROCK ETF TRUST II 5,717.0 $296K 0.01% +4K +169.2% $51.84 +0.2%
836 EIX EDISON INTL Utilities 4,038.0 $296K 0.01% -49.0 -1.2% $73.19 -3.9%
837 NEBIUS GROUP N V 2,837.0 $294K 0.01% -2K -44.1% $103.76
838 BSJS INVESCO EXCH TRD SLF IDX FD 13,561.0 $294K 0.01% +460.0 +3.5% $21.69 +0.4%
839 FEX FIRST TR LRGE CP CORE ALPHA 2,411.0 $294K 0.01% -26.0 -1.1% $121.90 +8.3%
840 ESGU ISHARES TR 2,076.0 $294K 0.01% $141.44 +14.5%
Page 42 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%