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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 60 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 EWC ISHARES INC 1,800.0 $99K 0.00% -383.0 -17.5% $54.79 +7.0%
1182 WEN WENDYS CO Consumer Cyclical 14,100.0 $98K 0.00% $6.95 +7.7%
1183 KHC KRAFT HEINZ CO Consumer Defensive 4,313.0 $97K 0.00% -2K -32.7% $22.49 +6.5%
1184 GJUN FIRST TR EXCHNG TRADED FD VI 2,450.0 $97K 0.00% $39.42 +4.0%
1185 XONE BONDBLOXX ETF TRUST 1,946.0 $96K 0.00% -257.0 -11.7% $49.52 -0.2%
1186 CPNG COUPANG INC Consumer Cyclical 5,100.0 $96K 0.00% $18.88 -17.3%
1187 FLSP FRANKLIN TEMPLETON ETF TR 3,527.0 $96K 0.00% NEW $27.20 -0.1%
1188 PFI INVESCO EXCHANGE TRADED FD T 1,800.0 $96K 0.00% $53.25 +10.9%
1189 DHI D R HORTON INC Consumer Cyclical 697.0 $96K 0.00% -89.0 -11.3% $137.29 +5.6%
1190 LW LAMB WESTON HLDGS INC Consumer Defensive 2,244.0 $95K 0.00% -20.0 -0.9% $42.26 +0.2%
1191 MARM FIRST TR EXCHNG TRADED FD VI 2,830.0 $95K 0.00% $33.48 +1.7%
1192 SONY SONY GROUP CORP Technology 4,573.0 $95K 0.00% +286.0 +6.7% $20.70 +7.8%
1193 DEM WISDOMTREE TR 1,902.0 $95K 0.00% $49.69 +11.1%
1194 MKC MCCORMICK CO INC Consumer Defensive 1,868.0 $94K 0.00% $50.44 -7.1%
1195 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,042.0 $94K 0.00% +92.0 +9.7% $90.11 +15.9%
1196 ANET ARISTA NETWORKS INC Technology 764.0 $94K 0.00% -37.0 -4.6% $122.78 +29.5%
1197 SPH SUBURBAN PROPANE PARTNERS L Utilities 4,750.0 $94K 0.00% $19.69 +1.5%
1198 VIS VANGUARD WORLD FD 297.0 $93K 0.00% $312.12 +9.5%
1199 PFFA ETFIS SER TR I 4,519.0 $92K 0.00% +1K +30.7% $20.36 +4.6%
1200 YOLO ADVISORSHARES TR 34,810.0 $92K 0.00% -16K -31.6% $2.63 +9.5%
Page 60 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%