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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 68 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 UNM UNUM GROUP Financial Services 835.0 $61K 0.00% $73.00 +15.6%
1342 CAAA FIRST TR EXCHANGE TRADED FD 3,000.0 $61K 0.00% $20.30 -0.1%
1343 HUM HUMANA INC Healthcare 351.0 $61K 0.00% -42.0 -10.7% $173.39 +74.0%
1344 VVV VALVOLINE INC Energy 1,804.0 $61K 0.00% -300.0 -14.3% $33.68 -0.3%
1345 PCY INVESCO EXCH TRADED FD TR II 2,895.0 $61K 0.00% +176.0 +6.5% $20.90 +2.1%
1346 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 365.0 $60K 0.00% +337.0 +1203.6% $165.14 +10.3%
1347 CM CANADIAN IMPERIAL BK COMM Financial Services 636.0 $60K 0.00% $94.75 +22.2%
1348 CION CION INVT CORP Financial Services 8,802.0 $60K 0.00% $6.84 -2.9%
1349 GROY GOLD ROYALTY CORP Basic Materials 16,800.0 $60K 0.00% $3.58 -8.7%
1350 INGERSOLL RAND INC 748.0 $60K 0.00% $80.12
1351 BAYTEX ENERGY CORP 13,399.0 $60K 0.00% $4.47
1352 DFUV DIMENSIONAL ETF TRUST 1,231.0 $60K 0.00% $48.46 +10.8%
1353 HACK AMPLIFY ETF TR 792.0 $59K 0.00% $75.10 +27.1%
1354 BHP BHP GROUP LTD Basic Materials 815.0 $59K 0.00% +608.0 +293.7% $72.74 +18.9%
1355 VNM VANECK ETF TRUST 3,418.0 $59K 0.00% $17.31 +9.0%
1356 SHM SPDR SER TR 1,235.0 $59K 0.00% $47.83 -0.1%
1357 QQA INVESCO ACTIVELY MANAGED EXC 1,182.0 $59K 0.00% -351.0 -22.9% $49.88 +15.1%
1358 NI NISOURCE INC Utilities 1,263.0 $59K 0.00% $46.66 +2.4%
1359 IBB ISHARES TR 348.0 $59K 0.00% -114.0 -24.7% $168.85 +0.3%
1360 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 1,000.0 $59K 0.00% $58.65 +10.4%
Page 68 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%