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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 92 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 NXDR NEXTDOOR HOLDINGS INC Communication Services 12,400.0 $17K $1.40 +44.3%
1822 AVDV AMERICAN CENTY ETF TR 174.0 $17K +26.0 +17.6% $99.71 +8.6%
1823 SGDJ SPROTT ETF TRUST 200.0 $17K NEW $86.08 -0.7%
1824 SSD SIMPSON MFG INC Industrials 100.0 $17K $171.62 +7.8%
1825 DFP FLAHERTY CRUMRINE DYNAMIC Financial Services 855.0 $17K $20.07 +1.5%
1826 SIXP AIM ETF PRODUCTS TRUST 548.0 $17K $31.26 +6.9%
1827 DEUS DBX ETF TR 285.0 $17K $59.89 +6.7%
1828 FIRST TR EXCHNG TRADED FD VI 662.0 $17K $25.74
1829 FIRST TR EXCHNG TRADED FD VI 458.0 $17K $37.12
1830 SKT TANGER INC Real Estate 500.0 $17K $33.98 +4.5%
1831 ESLT ELBIT SYS LTD Industrials 20.0 $17K $849.10 -9.6%
1832 FMC FMC CORP Basic Materials 986.0 $17K -270.0 -21.5% $17.22 -23.8%
1833 PAL PROFICIENT AUTO LOGISTICS IN Industrials 2,500.0 $17K $6.78 -25.2%
1834 IAT ISHARES TR 314.0 $17K $53.84 +6.4%
1835 AES AES CORP Utilities 1,199.0 $17K +8.0 +0.7% $14.09 +4.2%
1836 BMAR INNOVATOR ETFS TRUST 320.0 $17K $52.49 +8.9%
1837 CHY CALAMOS CONV HIGH INCOME F Financial Services 1,540.0 $17K $10.89 +18.6%
1838 TRN TRINITY INDS INC Industrials 520.0 $17K $32.18 +1.7%
1839 DJT TRUMP MEDIA TECHNOLOGY GRO Communication Services 1,796.0 $17K +143.0 +8.7% $9.28 -14.3%
1840 IBD NORTHERN LTS FD TR IV 697.0 $17K +179.0 +34.6% $23.86 -0.6%
Page 92 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%