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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 8 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JCI JOHNSON CTLS INTL PLC Industrials 56,838.0 $7.4M 0.17% -397.0 -0.7% $130.95 +3.5%
142 EOG EOG RES INC Energy 51,219.0 $7.4M 0.17% -6K -10.4% $144.57 -3.2%
143 GS GOLDMAN SACHS GROUP INC Financial Services 8,730.0 $7.4M 0.17% -87.0 -1.0% $846.02 +16.8%
144 BTU PEABODY ENERGY CORP Energy 223,945.0 $7.4M 0.17% +20K +9.6% $32.95 -25.9%
145 BKR BAKER HUGHES COMPANY Energy 119,724.0 $7.3M 0.17% +13K +12.2% $61.05 +7.8%
146 JNJ JOHNSON JOHNSON Healthcare 29,877.0 $7.3M 0.17% -24K -44.1% $244.44 -5.2%
147 SPAB SPDR SER TR 283,521.0 $7.3M 0.17% +60K +26.6% $25.62 -1.1%
148 XLE SELECT SECTOR SPDR TR 116,671.0 $7.1M 0.17% +10K +9.2% $61.26 -3.5%
149 JEPQ J P MORGAN EXCHANGE TRADED F 128,343.0 $7.1M 0.17% +22K +21.2% $55.52 +8.3%
150 LLY ELI LILLY CO Healthcare 7,676.0 $7.1M 0.16% +353.0 +4.8% $919.80 +13.2%
151 DUK DUKE ENERGY CORP NEW Utilities 52,884.0 $6.9M 0.16% +2K +4.4% $130.94 -4.8%
152 IJR ISHARES TR 55,697.0 $6.9M 0.16% -21K -27.7% $124.31 +9.6%
153 UBER UBER TECHNOLOGIES INC Technology 94,645.0 $6.8M 0.16% -2K -1.6% $71.93 +3.7%
154 VFMF VANGUARD WELLINGTON FD 43,757.0 $6.8M 0.16% +1K +2.6% $155.08 +9.0%
155 DGRO ISHARES TR 94,450.0 $6.6M 0.15% +919.0 +1.0% $70.18 +5.7%
156 FLTR VANECK ETF TRUST 259,867.0 $6.6M 0.15% +7K +2.6% $25.48 +0.3%
157 SLB SCHLUMBERGER LTD Energy 127,794.0 $6.6M 0.15% +10K +8.1% $51.39 +11.5%
158 CSX CSX CORP Industrials 159,709.0 $6.6M 0.15% +1K +0.6% $41.05 +11.8%
159 PODD INSULET CORP Healthcare 31,174.0 $6.5M 0.15% -5K -13.2% $209.84 -25.4%
160 MINT PIMCO ETF TR 64,152.0 $6.5M 0.15% +10K +19.5% $100.57 +0.1%
Page 8 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%