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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 97 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 BSX BOSTON SCIENTIFIC CORP Healthcare 201.0 $13K $62.75 -8.9%
1922 DYN DYNE THERAPEUTICS INC Healthcare 691.0 $13K +553.0 +400.7% $18.13 -4.2%
1923 FDT FIRST TR EXCH TRD ALPHDX FD 144.0 $13K +29.0 +25.2% $86.92 +11.7%
1924 FELC FIDELITY COVINGTON TRUST 345.0 $13K $36.27 +14.6%
1925 ZROZ PIMCO ETF TR 195.0 $12K +2.0 +1.0% $64.10 -5.0%
1926 PTLO PORTILLOS INC Consumer Cyclical 2,350.0 $12K -200.0 -7.8% $5.29 -26.3%
1927 SNEX STONEX GROUP INC Financial Services 154.0 $12K +51.0 +49.5% $80.65 +40.0%
1928 RFDI FIRST TR EXCH TRADED FD III 150.0 $12K $82.11 +6.3%
1929 BDC BELDEN INC Technology 107.0 $12K $114.83 -8.7%
1930 NXP NUVEEN SELECT TAX FREE INCOM Financial Services 855.0 $12K $14.35 -1.6%
1931 KREF KKR REAL ESTATE FIN TR INC Real Estate 2,000.0 $12K -2K -55.1% $6.12 +4.7%
1932 ACGL ARCH CAP GROUP LTD Financial Services 127.0 $12K -4.0 -3.0% $95.99 +0.1%
1933 ALGN ALIGN TECHNOLOGY INC Healthcare 71.0 $12K $171.44 -4.9%
1934 EIPI FIRST TR EXCHNG TRADED FD VI 541.0 $12K $22.49 +0.4%
1935 RIG TRANSOCEAN LTD Energy 1,831.0 $12K $6.63 +10.7%
1936 WTS WATTS WATER TECHNOLOGIES INC Industrials 42.0 $12K -3.0 -6.7% $288.57 +3.7%
1937 NMFC NEW MTN FIN CORP Financial Services 1,553.0 $12K $7.76 +3.4%
1938 SCD LMP CAP INCOME FD INC Financial Services 800.0 $12K $14.93 +2.1%
1939 IDOG ALPS ETF TR 286.0 $12K $41.65 +4.5%
1940 USMF WISDOMTREE TR 241.0 $12K $49.38 +6.0%
Page 97 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%