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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 82 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 AFIF TWO RDS SHARED TR 3,262.0 $30K 0.00% +1K +64.9% $9.32 +0.6%
1622 TSN TYSON FOODS INC Consumer Defensive 472.0 $30K 0.00% $64.07 +1.5%
1623 GRAL GRAIL INC Healthcare 585.0 $30K 0.00% +360.0 +160.0% $51.68 +30.0%
1624 QQQI NEOS ETF TRUST 604.0 $30K 0.00% +21.0 +3.6% $49.68 +13.3%
1625 WINA WINMARK CORP Consumer Cyclical 70.0 $30K 0.00% $427.56 -14.7%
1626 HYD VANECK ETF TRUST 596.0 $30K 0.00% $50.14 +1.2%
1627 PXI INVESCO EXCHANGE TRADED FD T 500.0 $30K 0.00% $59.55 +1.1%
1628 ABR ARBOR REALTY TRUST INC Real Estate 3,860.0 $30K 0.00% $7.71 -27.8%
1629 HYMB SPDR SER TR 1,200.0 $30K 0.00% $24.80 +0.6%
1630 SPOT SPOTIFY TECHNOLOGY S A Communication Services 61.0 $30K 0.00% -11.0 -15.3% $484.92 +7.2%
1631 RIO RIO TINTO PLC Basic Materials 315.0 $29K 0.00% $93.29 +11.7%
1632 SYF SYNCHRONY FINANCIAL Financial Services 431.0 $29K 0.00% -463.0 -51.8% $68.02 +5.6%
1633 HARTFORD FDS EXCHANGE TRADED 1,200.0 $29K 0.00% NEW $24.42
1634 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 402.0 $29K 0.00% $72.46 +19.8%
1635 FORM FORMFACTOR INC Technology 300.0 $29K 0.00% $96.99 +33.0%
1636 TECK TECK RESOURCES LTD Basic Materials 561.0 $29K 0.00% +303.0 +117.4% $51.75 +21.1%
1637 FCFS FIRSTCASH HOLDINGS INC Financial Services 154.0 $29K 0.00% NEW $188.00 +21.1%
1638 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 2,670.0 $29K 0.00% $10.83 +0.5%
1639 SCHC SCHWAB STRATEGIC TR 616.0 $29K 0.00% $46.74 +7.5%
1640 FCVT FIRST TR EXCHANGE TRADED FD 650.0 $29K 0.00% $44.18 +17.4%
Page 82 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%