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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 86 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 RA BROOKFIELD REAL ASSETS INCOM Financial Services 1,900.0 $24K 0.00% $12.86 -0.3%
1702 WMS ADVANCED DRAIN SYS INC DEL Industrials 178.0 $24K 0.00% $137.13 -3.0%
1703 DPZ DOMINOS PIZZA INC Consumer Cyclical 68.0 $24K 0.00% $358.79 -11.8%
1704 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 460.0 $24K 0.00% +300.0 +187.5% $52.75 +9.9%
1705 DECK DECKERS OUTDOOR CORP Consumer Cyclical 240.0 $24K 0.00% $100.09 +6.6%
1706 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 616.0 $24K 0.00% $38.97 -3.4%
1707 BSM BLACK STONE MINERALS L P Energy 1,580.0 $24K 0.00% $15.12 -8.6%
1708 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 204.0 $24K 0.00% $117.06 -6.1%
1709 SUSC ISHARES TR 1,027.0 $24K 0.00% $23.14 -0.5%
1710 ENFR ALPS ETF TR 618.0 $24K 0.00% -200.0 -24.4% $38.21 +5.4%
1711 HPI HANCOCK JOHN PFD INCOME FD Financial Services 1,500.0 $24K 0.00% -1K -44.0% $15.69 +2.0%
1712 USFD US FOODS HLDG CORP Consumer Defensive 255.0 $24K 0.00% $92.21 -12.7%
1713 FAB FIRST TR MULTI CP VAL ALPHA 246.0 $23K 0.00% -64.0 -20.6% $94.55 +3.9%
1714 AGI ALAMOS GOLD INC NEW Basic Materials 520.0 $23K 0.00% +420.0 +420.0% $44.43 -13.7%
1715 MSM MSC INDL DIRECT INC Industrials 250.0 $23K 0.00% $92.27 +15.4%
1716 ES EVERSOURCE ENERGY Utilities 331.0 $23K 0.00% +57.0 +20.8% $69.35 +0.9%
1717 SOUN SOUNDHOUND AI INC Technology 3,308.0 $23K 0.00% +3K +318.2% $6.87 +18.9%
1718 RWX SPDR INDEX SHS FDS 853.0 $23K 0.00% -44.0 -4.9% $26.62 +2.9%
1719 ODFL OLD DOMINION FREIGHT LINE IN Industrials 116.0 $23K 0.00% $195.40 +7.7%
1720 EMQQ EXCHANGE TRADED CONCEPTS TRU 685.0 $23K 0.00% $33.08 -2.1%
Page 86 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%