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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 91 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 205.0 $19K $90.42 -5.4%
1802 DDOG DATADOG INC Technology 157.0 $19K $118.05 +88.3%
1803 BNDW VANGUARD SCOTTSDALE FDS 270.0 $18K $68.35 -0.4%
1804 GLOB GLOBANT S A Technology 400.0 $18K $46.11 -13.0%
1805 TDSB EXCHANGE LISTED FDS TR 755.0 $18K $24.33 +2.4%
1806 OZK BANK OZK LITTLE ROCK ARK Financial Services 400.0 $18K $45.89 +4.9%
1807 GLPI GAMING LEISURE PPTYS INC Real Estate 411.0 $18K $44.37 +7.7%
1808 BXMT BLACKSTONE MTG TR INC Real Estate 950.0 $18K $19.15 -6.3%
1809 KD KYNDRYL HLDGS INC Technology 1,386.0 $18K $13.12 -6.3%
1810 KBH KB HOME Consumer Cyclical 350.0 $18K +100.0 +40.0% $51.75 -6.1%
1811 PZA INVESCO EXCH TRADED FD TR II 786.0 $18K +7.0 +0.9% $22.99 -0.1%
1812 ONDS ONDAS HLDGS INC Technology 1,987.0 $18K NEW $9.04 +0.2%
1813 DECW AIM ETF PRODUCTS TRUST 536.0 $18K $33.41 +6.1%
1814 EMBJ EMBRAER S A Industrials 300.0 $18K $59.34 -3.0%
1815 WTPI WISDOMTREE TR 558.0 $18K +10.0 +1.8% $31.89 +4.7%
1816 FAUG FIRST TR EXCHNG TRADED FD VI 342.0 $18K $51.78 +8.0%
1817 CHTR CHARTER COMMUNICATIONS INC N Communication Services 82.0 $18K $215.88 -32.8%
1818 TW TRADEWEB MKTS INC Financial Services 149.0 $18K $117.91 -9.9%
1819 ESML ISHARES TR 373.0 $18K $46.97 +11.1%
1820 UUUU ENERGY FUELS INC Energy 959.0 $18K -2K -61.0% $18.25 -1.2%
Page 91 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%