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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 65 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CSTM CONSTELLIUM SE Basic Materials 3,000.0 $74K 0.00% $24.58 +43.5%
1282 HTGC HERCULES CAPITAL INC Financial Services 4,975.0 $73K 0.00% -2K -23.2% $14.77 +6.4%
1283 AEE AMEREN CORP Utilities 668.0 $73K 0.00% -61.0 -8.4% $109.92 +1.0%
1284 STT STATE STR CORP Financial Services 580.0 $73K 0.00% $126.56 +25.3%
1285 BSMR INVESCO EXCH TRD SLF IDX FD 3,100.0 $73K 0.00% $23.65 -0.2%
1286 HFSI HARTFORD FDS EXCHANGE TRADED 2,102.0 $73K 0.00% -102.0 -4.6% $34.72 +1.5%
1287 NXTG FIRST TR EXCHANGE TRADED FD 651.0 $73K 0.00% $111.92 +39.5%
1288 PFM INVESCO EXCHANGE TRADED FD T 1,425.0 $73K 0.00% $51.09 +7.7%
1289 SOLV SOLVENTUM CORP Healthcare 1,113.0 $73K 0.00% $65.30 +16.8%
1290 TAXF AMERICAN CENTY ETF TR 1,450.0 $73K 0.00% $50.05 +0.5%
1291 BSMS INVESCO EXCH TRD SLF IDX FD 3,100.0 $73K 0.00% $23.40 -0.1%
1292 XMVM INVESCO EXCHANGE TRADED FD T 1,108.0 $72K 0.00% $65.11 +6.4%
1293 TGTX TG THERAPEUTICS INC Healthcare 2,169.0 $72K 0.00% $33.22 +19.6%
1294 ONEY SPDR SER TR 600.0 $72K 0.00% $120.05 +6.4%
1295 TM TOYOTA MOTOR CORP Consumer Cyclical 349.0 $72K 0.00% -24.0 -6.4% $206.09 -7.8%
1296 ADVE MATTHEWS INTL FDS 1,712.0 $71K 0.00% $41.68 +10.1%
1297 LFUS LITTELFUSE INC Technology 208.0 $71K 0.00% $339.74 +40.3%
1298 CASY CASEYS GEN STORES INC Consumer Cyclical 97.0 $71K 0.00% +52.0 +115.6% $727.86 +11.2%
1299 UUP INVESCO DB US DLR INDEX TR Financial Services 2,540.0 $71K 0.00% NEW $27.78 -0.1%
1300 IHE ISHARES TR 798.0 $69K 0.00% $86.68 +5.2%
Page 65 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%