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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 50 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 12,832.0 $183K 0.00% +207.0 +1.6% $14.28 -0.8%
982 MP MP MATERIALS CORP Basic Materials 3,787.0 $183K 0.00% +664.0 +21.3% $48.26 +33.6%
983 URTH ISHARES INC 1,014.0 $183K 0.00% $180.00 +12.5%
984 UPGD INVESCO EXCHANGE TRADED FD T 2,500.0 $182K 0.00% $72.87 +8.7%
985 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,504.0 $182K 0.00% -43.0 -1.7% $72.68 +6.7%
986 ISHARES TR 3,200.0 $180K 0.00% $56.28
987 WMG WARNER MUSIC GROUP CORP Communication Services 7,051.0 $180K 0.00% -563.0 -7.4% $25.54 +35.9%
988 MSI MOTOROLA SOLUTIONS INC Technology 414.0 $180K 0.00% +6.0 +1.5% $434.08 -6.9%
989 WWD WOODWARD INC Industrials 500.0 $179K 0.00% $357.92 -1.8%
990 GLP GLOBAL PARTNERS LP Energy 4,245.0 $179K 0.00% $42.10 +17.9%
991 PJP INVESCO EXCHANGE TRADED FD T 1,722.0 $179K 0.00% +335.0 +24.1% $103.76 +5.1%
992 ILCV ISHARES TR 1,918.0 $179K 0.00% $93.14 +9.0%
993 KXI ISHARES TR 2,664.0 $179K 0.00% $67.01 +3.0%
994 COM DIREXION SHS ETF TR 5,297.0 $178K 0.00% $33.57 +2.5%
995 VT VANGUARD INTL EQUITY INDEX F 1,278.0 $177K 0.00% +51.0 +4.2% $138.32 +12.5%
996 ABOT TRIMTABS ETF TR 5,324.0 $177K 0.00% $33.18 +15.1%
997 DD DUPONT DE NEMOURS INC Basic Materials 3,843.0 $176K 0.00% +59.0 +1.6% $45.80 +5.1%
998 SDOG ALPS ETF TR 2,699.0 $176K 0.00% -41.0 -1.5% $65.04 +4.6%
999 CDW CDW CORP Technology 1,450.0 $175K 0.00% $121.02 -8.4%
1000 UTG REAVES UTIL INCOME FD Financial Services 4,466.0 $175K 0.00% +1K +38.9% $39.28 +8.3%
Page 50 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%