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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 83 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 PLMR PALOMAR HLDGS INC Financial Services 240.0 $29K 0.00% $119.50 -4.7%
1642 FLDR FIDELITY MERRIMACK STR TR 570.0 $29K 0.00% +6.0 +1.1% $50.06 +0.2%
1643 OSEA HARBOR ETF TRUST 982.0 $28K 0.00% $28.95 +4.8%
1644 HNDL STRATEGY SHS 1,300.0 $28K 0.00% $21.84 +4.8%
1645 HSIC HENRY SCHEIN INC Healthcare 384.0 $28K 0.00% -508.0 -57.0% $73.70 +0.7%
1646 STXG EA SERIES TRUST 600.0 $28K 0.00% $46.91 +17.2%
1647 SPYI NEOS ETF TRUST 569.0 $28K 0.00% -816.0 -58.9% $49.39 +8.1%
1648 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 450.0 $28K 0.00% $62.42 +1.8%
1649 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 1,525.0 $28K 0.00% $18.38 -6.6%
1650 TRFK PACER FDS TR 450.0 $28K 0.00% $62.24 +51.9%
1651 J JACOBS SOLUTIONS INC Industrials 220.0 $28K 0.00% $127.28 -9.9%
1652 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 1,289.0 $28K 0.00% +178.0 +16.0% $21.66 +3.3%
1653 FTA FIRST TR LRG CP VL ALPHADEX 300.0 $28K 0.00% $92.35 +2.8%
1654 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 4,926.0 $28K 0.00% $5.60 +1.2%
1655 PGEN PRECIGEN INC Healthcare 7,100.0 $27K 0.00% $3.87 +9.6%
1656 EMN EASTMAN CHEM CO Basic Materials 360.0 $27K 0.00% $76.32 -2.9%
1657 DFAE DIMENSIONAL ETF TRUST 810.0 $27K 0.00% $33.86 +15.4%
1658 EWM ISHARES INC 965.0 $27K 0.00% $28.41 +2.9%
1659 VKI INVESCO ADVANTAGE MUN INCOME Financial Services 3,151.0 $27K 0.00% $8.66 +1.0%
1660 IGHG PROSHARES TR 350.0 $27K 0.00% $77.66 +1.4%
Page 83 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%