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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 73 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 CFR CULLEN FROST BANKERS INC Financial Services 360.0 $49K 0.00% $136.93 +1.9%
1442 SCHR SCHWAB STRATEGIC TR 1,965.0 $49K 0.00% $24.91 -1.0%
1443 CSGS CSG SYS INTL INC Technology 611.0 $49K 0.00% $79.94 +0.9%
1444 FEMS FIRST TR EXCH TRD ALPHDX FD 1,066.0 $49K 0.00% $45.55 +3.8%
1445 VPLS VANGUARD MALVERN FDS 625.0 $48K 0.00% $77.59 -0.3%
1446 LVS LAS VEGAS SANDS CORP Consumer Cyclical 886.0 $48K 0.00% +375.0 +73.4% $53.88 -7.7%
1447 ROST ROSS STORES INC Consumer Cyclical 219.0 $47K 0.00% $216.63 +8.3%
1448 EME EMCOR GROUP INC Industrials 64.0 $47K 0.00% $738.31 +16.7%
1449 UPST UPSTART HLDGS INC Financial Services 1,842.0 $47K 0.00% +1K +274.4% $25.65 +19.4%
1450 FFC FLAHERTY CRUMRINE PFD SECS Financial Services 3,045.0 $47K 0.00% -500.0 -14.1% $15.49 +2.4%
1451 DAPR FIRST TR EXCHNG TRADED FD VI 1,186.0 $47K 0.00% $39.76 +2.6%
1452 FLBL FRANKLIN TEMPLETON ETF TR 2,050.0 $47K 0.00% -29.0 -1.4% $23.00 -0.1%
1453 FFIN FIRST FINL BANKSHARES INC Financial Services 1,600.0 $47K 0.00% $29.45 +10.8%
1454 QQQJ INVESCO EXCH TRADED FD TR II 1,300.0 $47K 0.00% $36.21 +21.2%
1455 FDRR FIDELITY COVINGTON TRUST 800.0 $47K 0.00% $58.80 +11.6%
1456 EMHC SPDR SER TR 1,894.0 $47K 0.00% NEW $24.80 +1.5%
1457 CTRA COTERRA ENERGY INC Energy 1,334.0 $47K 0.00% $35.14 -7.3%
1458 SLG SL GREEN RLTY CORP Real Estate 1,266.0 $47K 0.00% $36.94 +19.3%
1459 AEM AGNICO EAGLE MINES LTD Basic Materials 230.0 $47K 0.00% $202.98 -11.0%
1460 SPDR SER TR 1,500.0 $47K 0.00% $31.08
Page 73 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%