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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 49 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 LQD ISHARES TR 1,819.0 $198K 0.01% $108.99 -0.2%
962 IEI ISHARES TR 1,669.0 $198K 0.01% -27K -94.1% $118.61 -1.1%
963 CHWY CHEWY INC Consumer Cyclical 7,302.0 $197K 0.01% +560.0 +8.3% $27.00 -21.1%
964 OWL BLUE OWL CAPITAL INC Financial Services 21,500.0 $196K 0.01% NEW $9.13 +10.8%
965 FIRST TR EXCHNG TRADED FD VI 5,990.0 $196K 0.01% -250.0 -4.0% $32.71
966 DES WISDOMTREE TR 5,448.0 $196K 0.01% $35.94 +8.0%
967 VDE VANGUARD WORLD FD 1,129.0 $195K 0.01% +222.0 +24.5% $173.09 -4.0%
968 NVO NOVO NORDISK A S Healthcare 5,313.0 $195K 0.01% +91.0 +1.7% $36.75 +21.6%
969 NKSH NATIONAL BANKSHARES INC VA Financial Services 5,334.0 $194K 0.01% $36.41 -3.5%
970 FIW FIRST TR EXCHANGE TRADED FD 1,878.0 $194K 0.00% $103.12 +0.2%
971 QUS SPDR SER TR 1,128.0 $194K 0.00% -110.0 -8.9% $171.64 +8.7%
972 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 880.0 $192K 0.00% +230.0 +35.4% $218.72 -1.9%
973 FGD FIRST TR EXCHANGE TRADED FD 6,018.0 $192K 0.00% +5K +813.2% $31.93 +6.5%
974 EXPAND ENERGY CORPORATION 1,719.0 $189K 0.00% -15.0 -0.9% $109.77
975 BME BLACKROCK HEALTH SCIENCES TR Financial Services 4,899.0 $189K 0.00% $38.51 +3.5%
976 TJX TJX COS INC NEW Consumer Cyclical 1,174.0 $187K 0.00% +291.0 +33.0% $159.69 -0.9%
977 KR KROGER CO Consumer Defensive 2,550.0 $185K 0.00% $72.36 -8.8%
978 PID INVESCO EXCHANGE TRADED FD T 8,290.0 $184K 0.00% +3K +68.5% $22.25 +4.2%
979 FAST FASTENAL CO Industrials 3,964.0 $184K 0.00% $46.40 -4.3%
980 PRN INVESCO EXCHANGE TRADED FD T 945.0 $184K 0.00% -120.0 -11.3% $194.53 +26.7%
Page 49 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%