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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 52 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 4,463.0 $165K 0.00% $37.01 +3.8%
1022 BFLY BUTTERFLY NETWORK INC Healthcare 40,654.0 $164K 0.00% $4.04 +10.6%
1023 FNDX SCHWAB STRATEGIC TR 5,832.0 $162K 0.00% $27.85 +10.7%
1024 DEO DIAGEO PLC Consumer Defensive 2,175.0 $162K 0.00% -7K -75.3% $74.46 +15.7%
1025 GNL GLOBAL NET LEASE INC Real Estate 17,258.0 $162K 0.00% +2K +11.8% $9.36 -0.3%
1026 J P MORGAN EXCHANGE TRADED F 3,400.0 $161K 0.00% $47.30
1027 UTF COHEN STEERS INFRASTRUCTUR Financial Services 6,213.0 $161K 0.00% $25.88 +4.3%
1028 GSK GSK PLC Healthcare 2,912.0 $161K 0.00% $55.19 -6.9%
1029 GNOV FIRST TR EXCHNG TRADED FD VI 4,113.0 $160K 0.00% $38.94 +6.6%
1030 CUZ COUSINS PPTYS INC Real Estate 7,090.0 $160K 0.00% $22.57 +17.4%
1031 AOK ISHARES TR 4,004.0 $160K 0.00% $39.89 +3.2%
1032 GRMN GARMIN LTD Technology 688.0 $160K 0.00% -84.0 -10.9% $232.14 +3.7%
1033 TXG 10X GENOMICS INC Healthcare 7,500.0 $159K 0.00% +5K +219.0% $21.23 +11.5%
1034 PNW PINNACLE WEST CAP CORP Utilities 1,578.0 $159K 0.00% +1K +216.9% $100.74 +2.2%
1035 DGX QUEST DIAGNOSTICS INC Healthcare 810.0 $159K 0.00% +231.0 +39.9% $195.87 -0.3%
1036 VTR VENTAS INC Real Estate 1,913.0 $156K 0.00% $81.78 +7.8%
1037 JVAL J P MORGAN EXCHANGE TRADED F 3,180.0 $155K 0.00% +581.0 +22.4% $48.86 +14.7%
1038 PWR QUANTA SVCS INC Industrials 283.0 $155K 0.00% +73.0 +34.8% $549.02 +31.8%
1039 WWJD NORTHERN LTS FD TR IV 4,154.0 $155K 0.00% +1K +34.2% $37.39 +4.9%
1040 DHS WISDOMTREE TR 1,417.0 $155K 0.00% -249.0 -14.9% $109.23 +4.1%
Page 52 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%