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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 87 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 GOLY STRATEGY SHS 769.0 $23K 0.00% $29.45 -4.6%
1722 SIRI SIRIUSXM HOLDINGS INC Communication Services 978.0 $23K 0.00% $23.08 +25.2%
1723 FAN FIRST TR EXCHANGE TRADED FD 911.0 $23K 0.00% $24.74 +5.8%
1724 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 70.0 $22K 0.00% $321.40 +10.1%
1725 RQI COHEN STEERS QUALITY INCOM Financial Services 1,865.0 $22K 0.00% $12.05 +10.5%
1726 PHG KONINKLIJKE PHILIPS N V Healthcare 818.0 $22K 0.00% +356.0 +77.1% $27.40 -1.6%
1727 STNC HENNESSY FDS TR 656.0 $22K 0.00% $33.96 +6.9%
1728 FTGC FIRST TR EXCHANGE TRAD FD VI 775.0 $22K 0.00% -3K -76.7% $28.71 +2.3%
1729 SNOW SNOWFLAKE INC Technology 147.0 $22K 0.00% $150.82 +14.2%
1730 SERA SERA PROGNOSTICS INC Healthcare 10,800.0 $22K 0.00% +3K +38.5% $2.03 +2.0%
1731 ACHR ARCHER AVIATION INC Industrials 4,225.0 $22K 0.00% +915.0 +27.6% $5.17 +23.0%
1732 TOL TOLL BROTHERS INC Consumer Cyclical 160.0 $22K 0.00% $136.47 -1.6%
1733 FIRST TR EXCHNG TRADED FD VI 650.0 $22K 0.00% $33.56
1734 ARGT GLOBAL X FDS 233.0 $22K 0.00% -317.0 -57.6% $93.32 -3.1%
1735 UWMC UWM HOLDINGS CORPORATION Financial Services 6,000.0 $22K 0.00% NEW $3.62 -14.6%
1736 EWBC EAST WEST BANCORP INC Financial Services 203.0 $22K 0.00% +2.0 +1.0% $106.51 +15.6%
1737 SKYWARD SPECIALTY INS GROUP 492.0 $21K NEW $43.68
1738 EA ELECTRONIC ARTS INC Communication Services 105.0 $21K $204.05 -1.5%
1739 SWKS SKYWORKS SOLUTIONS INC Technology 400.0 $21K -25.0 -5.9% $53.55 +53.9%
1740 LAMR LAMAR ADVERTISING CO NEW Real Estate 169.0 $21K $126.66 +20.9%
Page 87 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%