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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 81 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 RPV INVESCO EXCHANGE TRADED FD T 300.0 $32K 0.00% $107.39 +5.0%
1602 CBL CBL ASSOC PPTYS INC Real Estate 835.0 $32K 0.00% $38.43 +22.9%
1603 EMTL SSGA ACTIVE TR 750.0 $32K 0.00% $42.56 +0.3%
1604 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,578.0 $32K 0.00% -315.0 -16.6% $20.22 +17.3%
1605 CRUS CIRRUS LOGIC INC Technology 220.0 $32K 0.00% +120.0 +120.0% $144.62 +18.4%
1606 LTC LTC PPTYS INC Real Estate 850.0 $32K 0.00% $37.16 +3.6%
1607 VICTORY PORTFOLIOS II 1,200.0 $32K 0.00% NEW $26.30
1608 CCEP COCA COLA EUROPACIFIC PARTNE Consumer Defensive 347.0 $31K 0.00% $90.67 +3.8%
1609 EXG EATON VANCE TAX MANAGED GLOB Financial Services 3,622.0 $31K 0.00% $8.66 +8.1%
1610 BKIE BNY MELLON ETF TRUST 335.0 $31K 0.00% -18.0 -5.1% $93.43 +6.3%
1611 LEN LENNAR CORP Consumer Cyclical 359.0 $31K 0.00% -476.0 -57.0% $86.84 +2.3%
1612 NTAP NETAPP INC Technology 303.0 $31K 0.00% $102.39 +36.1%
1613 NUE NUCOR CORP Basic Materials 183.0 $31K 0.00% -74.0 -28.8% $168.67 +37.5%
1614 SFM SPROUTS FMRS MKT INC Consumer Defensive 400.0 $31K 0.00% NEW $77.13 +12.4%
1615 ALT ALTIMMUNE INC Healthcare 10,000.0 $31K 0.00% $3.08 -5.8%
1616 EZET FRANKLIN ETHEREUM TR Financial Services 1,932.0 $31K 0.00% $15.90 -1.6%
1617 RC READY CAPITAL CORP Real Estate 18,956.0 $31K 0.00% -240.0 -1.2% $1.62 +11.7%
1618 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 5,393.0 $31K 0.00% $5.68 -5.3%
1619 ALLY ALLY FINL INC Financial Services 778.0 $31K 0.00% $39.24 +7.9%
1620 MAGA ETF SER SOLUTIONS 570.0 $31K 0.00% $53.51 +1.4%
Page 81 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%