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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 77 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 KEY KEYCORP Financial Services 1,960.0 $39K 0.00% -152.0 -7.2% $20.05 +7.9%
1522 SMOT VANECK ETF TRUST 1,115.0 $39K 0.00% $35.19 +7.9%
1523 OEF ISHARES TR 123.0 $39K 0.00% $318.41 +17.0%
1524 LNG CHENIERE ENERGY INC Energy 138.0 $39K 0.00% -18.0 -11.5% $283.76 -16.7%
1525 UWM PROSHARES TR 824.0 $38K 0.00% -21.0 -2.5% $46.67 +33.9%
1526 A AGILENT TECHNOLOGIES INC Healthcare 336.0 $38K 0.00% -3.0 -0.9% $114.07 +0.4%
1527 VIRTUS ARTIFICIAL INTELLIGEN 1,790.0 $38K 0.00% $21.41
1528 IVLU ISHARES TR 963.0 $38K 0.00% NEW $39.68 +8.8%
1529 TMAT NORTHERN LTS FD TR IV 1,647.0 $38K 0.00% +956.0 +138.3% $23.19 +27.2%
1530 RL RALPH LAUREN CORP Consumer Cyclical 111.0 $38K 0.00% $343.99 +12.9%
1531 BGT BLACKROCK FLOATING RATE INC Financial Services 3,548.0 $38K 0.00% -250.0 -6.6% $10.76 +0.8%
1532 EEMV ISHARES INC 587.0 $38K 0.00% $64.73 +15.0%
1533 BOX BOX INC Technology 1,600.0 $38K 0.00% $23.64 +10.3%
1534 FMAT FIDELITY COVINGTON TRUST 655.0 $38K 0.00% -11.0 -1.6% $57.64 +2.2%
1535 EVX VANECK ETF TRUST 975.0 $38K 0.00% $38.72 +2.1%
1536 IMTB ISHARES TR 860.0 $38K 0.00% $43.82 -0.8%
1537 ICHR ICHOR HOLDINGS Technology 800.0 $37K 0.00% $46.61 +51.6%
1538 TGRW T ROWE PRICE ETF INC 920.0 $37K 0.00% $40.50 +19.0%
1539 PRF INVESCO EXCHANGE TRADED FD T 777.0 $37K 0.00% $47.53 +12.4%
1540 STLD STEEL DYNAMICS INC Basic Materials 205.0 $37K 0.00% $180.00 +37.9%
Page 77 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%