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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 5 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PALC PACER FDS TR 222,641.0 $11.5M 0.27% -19K -7.9% $51.81 +7.5%
82 CAT CATERPILLAR INC Industrials 16,134.0 $11.4M 0.27% -127.0 -0.8% $708.44 +22.2%
83 BND VANGUARD BD INDEX FDS 153,422.0 $11.3M 0.26% +10K +6.7% $73.64 -1.0%
84 PTL NORTHERN LTS FD TR IV 44,892.0 $11.2M 0.26% -2K -3.7% $250.56 +11.1%
85 CRWD CROWDSTRIKE HLDGS INC Technology 28,678.0 $11.2M 0.26% +1K +5.3% $390.41 +66.0%
86 AGG ISHARES TR 112,583.0 $11.2M 0.26% $99.27 -0.9%
87 SLYV SPDR SER TR 116,557.0 $11.0M 0.26% +2K +1.6% $94.58 +8.3%
88 KMI KINDER MORGAN INC DEL Energy 328,760.0 $11.0M 0.26% -24K -6.7% $33.53 -0.1%
89 VWO VANGUARD INTL EQUITY INDEX F 203,555.0 $11.0M 0.26% +37K +22.4% $54.05 +8.6%
90 VYM VANGUARD WHITEHALL FDS 74,233.0 $11.0M 0.26% +7K +10.9% $148.10 +6.2%
91 FCTR FIRST TR EXCHANGE TRADED FD 307,579.0 $11.0M 0.26% -25K -7.5% $35.67 +8.5%
92 BUFR FIRST TR EXCHNG TRADED FD VI 324,155.0 $10.9M 0.25% -54K -14.3% $33.77 +7.2%
93 META META PLATFORMS INC Communication Services 18,250.0 $10.4M 0.24% -1K -5.5% $572.14 +6.2%
94 IVW ISHARES TR 91,318.0 $10.3M 0.24% -2K -2.6% $113.11 +20.8%
95 CLOI VANECK ETF TRUST 195,715.0 $10.3M 0.24% +39K +24.7% $52.70 +0.4%
96 GLD SPDR GOLD TR Financial Services 23,918.0 $10.3M 0.24% -4K -14.1% $430.29 -3.1%
97 EEM ISHARES TR 172,766.0 $9.8M 0.23% +3K +1.7% $56.79 +16.3%
98 COST COSTCO WHSL CORP NEW Consumer Defensive 9,841.0 $9.8M 0.23% -175.0 -1.8% $996.45 +5.4%
99 VONV VANGUARD SCOTTSDALE FDS 104,434.0 $9.8M 0.23% +1K +1.0% $93.74 +9.8%
100 CGBL CAPITAL GROUP CORE BALANCED 280,360.0 $9.6M 0.22% +10K +3.8% $34.41 +7.9%
Page 5 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%