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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 46 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 BKLC BNY MELLON ETF TRUST 1,947.0 $243K 0.01% -20.0 -1.0% $124.81 +14.4%
902 ICOW PACER FDS TR 5,725.0 $243K 0.01% $42.44 +5.7%
903 DLR DIGITAL RLTY TR INC Real Estate 1,341.0 $242K 0.01% +30.0 +2.3% $180.21 +6.6%
904 GDE WISDOMTREE TR 3,829.0 $241K 0.01% +50.0 +1.3% $62.90 +8.3%
905 AGNC AGNC INVT CORP Real Estate 24,004.0 $241K 0.01% $10.03 +1.8%
906 LANDBRIDGE COMPANY LLC 3,480.0 $240K 0.01% +85.0 +2.5% $69.05
907 WH WYNDHAM HOTELS RESORTS INC Consumer Cyclical 2,943.0 $239K 0.01% +68.0 +2.4% $81.23 -2.6%
908 RPAR TIDAL ETF TR 10,647.0 $237K 0.01% $22.26 +1.8%
909 PDM PIEDMONT OFFICE REALTY TR IN Real Estate 35,743.0 $235K 0.01% -4K -11.1% $6.57 +24.8%
910 FLOT ISHARES TR 4,604.0 $235K 0.01% -686.0 -13.0% $50.95 +0.1%
911 GEL GENESIS ENERGY L P Energy 13,155.0 $235K 0.01% +12K +1714.5% $17.83 -9.3%
912 IYY ISHARES TR 1,478.0 $234K 0.01% -142.0 -8.8% $158.45 +14.3%
913 WBD WARNER BROS DISCOVERY INC Communication Services 8,521.0 $234K 0.01% -7K -45.0% $27.46 -1.6%
914 IYT ISHARES TR 3,132.0 $234K 0.01% $74.60 +9.2%
915 IBDS ISHARES TR 9,620.0 $233K 0.01% $24.24 -0.1%
916 TUG LISTED FD TR 6,268.0 $233K 0.01% $37.17 +23.5%
917 SGDM SPROTT ETF TRUST 3,080.0 $233K 0.01% -250.0 -7.5% $75.49 -6.7%
918 SMR NUSCALE PWR CORP Utilities 21,448.0 $232K 0.01% +2K +9.4% $10.84 +5.2%
919 BSJT INVESCO EXCH TRD SLF IDX FD 11,050.0 $232K 0.01% -1K -9.7% $21.04 +0.4%
920 HRL HORMEL FOODS CORP Consumer Defensive 10,263.0 $232K 0.01% $22.65 -6.2%
Page 46 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%