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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 99 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 IMO IMPERIAL OIL LTD Energy 86.0 $11K $130.83 +2.3%
1962 HMY HARMONY GOLD MINING CO LTD Basic Materials 730.0 $11K $15.37 +11.9%
1963 SAN BANCO SANTANDER S A Financial Services 993.0 $11K $11.28 +9.8%
1964 LITHIUM AMERS CORP NEW 2,804.0 $11K $3.95
1965 AIM ETF PRODUCTS TRUST 413.0 $11K $26.58
1966 WSO WATSCO INC Industrials 30.0 $11K $363.80 +6.3%
1967 KNF KNIFE RIVER CORP Basic Materials 133.0 $11K $81.65 -9.8%
1968 CVY INVESCO EXCHANGE TRADED FD T 400.0 $11K $27.07 +6.2%
1969 IIPR INNOVATIVE INDL PPTYS INC Real Estate 215.0 $11K $50.16 +12.4%
1970 IPKW INVESCO EXCH TRADED FD TR II 190.0 $11K +50.0 +35.7% $56.26 +4.7%
1971 MMT MFS MULTIMARKET INCOME TR Financial Services 2,308.0 $11K $4.62 -2.8%
1972 STXD EA SERIES TRUST 300.0 $11K $35.50 +7.1%
1973 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 1,172.0 $11K $9.01 -0.7%
1974 HGTY HAGERTY INC Financial Services 1,000.0 $11K $10.53 +4.0%
1975 RYN RAYONIER INC Real Estate 509.0 $10K NEW $20.62 -1.9%
1976 PVH PVH CORPORATION Consumer Cyclical 150.0 $10K -150.0 -50.0% $69.76 +21.4%
1977 FN FABRINET Technology 20.0 $10K +7.0 +53.9% $521.50 +34.9%
1978 EVGO EVGO INC Consumer Cyclical 5,950.0 $10K $1.72 +9.3%
1979 CRSP CRISPR THERAPEUTICS AG Healthcare 215.0 $10K -100.0 -31.8% $47.57 +4.9%
1980 NSA NATIONAL STORAGE AFFILIATES Real Estate 270.0 $10K $37.74 +13.4%
Page 99 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%