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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 74 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 3,775.0 $47K 0.00% $12.33 +0.3%
1462 CFG CITIZENS FINL GROUP INC Financial Services 775.0 $46K 0.00% +502.0 +183.9% $59.97 +5.6%
1463 ARIS ARIS MNG CORP Basic Materials 2,500.0 $46K 0.00% -2K -50.0% $18.57 -3.9%
1464 FNF FIDELITY NATIONAL FINANCIAL Financial Services 995.0 $46K 0.00% -14.0 -1.4% $46.37 +4.3%
1465 CWEN CLEARWAY ENERGY INC Utilities 1,170.0 $46K 0.00% -65.0 -5.3% $39.29 +1.6%
1466 KTOS KRATOS DEFENSE SEC SOLUTIO Industrials 650.0 $46K 0.00% +500.0 +333.3% $70.51 -19.3%
1467 EPR EPR PPTYS Real Estate 916.0 $46K 0.00% +9.0 +1.0% $49.95 +18.5%
1468 IVOV VANGUARD ADMIRAL FDS INC 448.0 $46K 0.00% $101.95 +7.3%
1469 GUG GUGGENHEIM ACTIVE ALLOC FD Financial Services 3,000.0 $46K 0.00% $15.22 +5.4%
1470 VRTX VERTEX PHARMACEUTICALS INC Healthcare 101.0 $45K 0.00% -1.0 -1.0% $446.54 -2.2%
1471 POWW AMMO INC Industrials 22,300.0 $45K 0.00% -14K -38.2% $2.01 +1.2%
1472 ITDE ISHARES TR 1,250.0 $45K 0.00% $35.82 +11.2%
1473 IYLD ISHARES TR 2,049.0 $45K 0.00% $21.74 +2.2%
1474 PII POLARIS INC Consumer Cyclical 817.0 $45K 0.00% +8.0 +1.0% $54.49 +24.7%
1475 JOBY JOBY AVIATION INC Industrials 5,385.0 $44K 0.00% +3K +95.5% $8.26 +40.4%
1476 OIH VANECK ETF TRUST 110.0 $44K 0.00% NEW $404.21 +10.2%
1477 FCG FIRST TR EXCHANGE TRADED FD 1,400.0 $44K 0.00% $31.69 -7.1%
1478 BITB BITWISE BITCOIN ETF TR Financial Services 1,202.0 $44K 0.00% +421.0 +53.9% $36.81 +11.9%
1479 PFIX SIMPLIFY EXCHANGE TRADED FUN 955.0 $44K 0.00% NEW $46.23 +6.1%
1480 IMMUNITYBIO INC 5,754.0 $44K 0.00% +5K +579.3% $7.67
Page 74 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%