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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 90 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 XMAR FIRST TR EXCHNG TRADED FD VI 475.0 $19K $40.49 +4.8%
1782 SU SUNCOR ENERGY INC NEW Energy 289.0 $19K +41.0 +16.5% $66.11 +1.9%
1783 JBHT HUNT J B TRANS SVCS INC Industrials 90.0 $19K -126.0 -58.3% $212.02 +22.0%
1784 CC CHEMOURS CO Basic Materials 864.0 $19K -1K -55.9% $22.03 -3.0%
1785 BKUI BNY MELLON ETF TRUST 382.0 $19K $49.79 -0.1%
1786 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 1,110.0 $19K $17.12 +18.8%
1787 WAB WABTEC Industrials 76.0 $19K $249.91 +2.6%
1788 CORZ CORE SCIENTIFIC INC NEW Technology 1,268.0 $19K NEW $14.96 +68.9%
1789 MDU MDU RES GROUP INC Industrials 915.0 $19K $20.72 +6.9%
1790 ENPH ENPHASE ENERGY INC Energy 500.0 $19K -350.0 -41.2% $37.81 +69.3%
1791 STOT SSGA ACTIVE TR 400.0 $19K $47.13 -0.1%
1792 EGP EASTGROUP PPTYS INC Real Estate 102.0 $19K -2.0 -1.9% $184.39 +11.3%
1793 ING ING GROEP N V Financial Services 722.0 $19K $26.05 +17.1%
1794 ARLP ALLIANCE RESOURCE PARTNERS L Energy 680.0 $19K $27.65 -10.0%
1795 CDE COEUR MNG INC Basic Materials 1,000.0 $19K -200.0 -16.7% $18.77 -6.1%
1796 NOW SERVICENOW INC Technology 179.0 $19K +59.0 +49.2% $104.55 -2.3%
1797 MZTI LANCASTER COLONY CORP Consumer Defensive 135.0 $19K NEW $138.33 -16.9%
1798 FIRST TR EXCHNG TRADED FD VI 750.0 $19K $24.83
1799 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 1,440.0 $19K $12.93 -1.5%
1800 ON ON SEMICONDUCTOR CORP Technology 300.0 $19K -100.0 -25.0% $61.92 +87.7%
Page 90 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%