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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 95 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 GJAN FIRST TR EXCHNG TRADED FD VI 350.0 $15K $41.91 +6.8%
1882 PTIN PACER FDS TR 450.0 $15K $32.52 +10.6%
1883 TIGO MILLICOM INTL CELLULAR S A Communication Services 194.0 $15K -59.0 -23.3% $74.94 +14.5%
1884 SEIX VIRTUS ETF TR II 629.0 $14K +9.0 +1.4% $23.04 +0.8%
1885 OC OWENS CORNING NEW Industrials 133.0 $14K $108.42 +8.3%
1886 BLDR BUILDERS FIRSTSOURCE INC Industrials 175.0 $14K -325.0 -65.0% $82.33 -9.9%
1887 EFX EQUIFAX INC Industrials 80.0 $14K $180.07 -8.9%
1888 SHOC EA SERIES TRUST 200.0 $14K $72.02 +49.5%
1889 COCO VITA COCO CO INC Consumer Defensive 300.0 $14K $47.91 +58.7%
1890 IGA VOYA GLBL ADV PREM OPP FD Financial Services 1,500.0 $14K $9.56 +2.8%
1891 ZETA ZETA GLOBAL HOLDINGS CORP Technology 900.0 $14K $15.92 +18.0%
1892 WCMI FIRST TR EXCHANGE TRADED FD 850.0 $14K NEW $16.77 +12.7%
1893 RBLD FIRST TR EXCHANGE TRADED FD 175.0 $14K $81.14 +8.7%
1894 EXPD EXPEDITORS INTL WASH INC Industrials 99.0 $14K -131.0 -57.0% $143.23 +10.6%
1895 CLS CELESTICA INC Technology 50.0 $14K +7.0 +16.3% $281.68 +30.4%
1896 FTSD FRANKLIN ETF TR 155.0 $14K $90.77 -0.6%
1897 HAS HASBRO INC Consumer Cyclical 150.0 $14K $93.60 -5.9%
1898 CORPAY INC 48.0 $14K $291.00
1899 KOS KOSMOS ENERGY LTD Energy 5,000.0 $14K $2.78 +9.0%
1900 NGVT INGEVITY CORP Basic Materials 195.0 $14K $71.23 -6.4%
Page 95 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%