Geneos Wealth Management Inc.

CIK

1764754

City

ENGLEWOOD

State / Country

CO

Stock

SMBK — Smartfinancial Inc.

Top Portfolio Positions

1,315 positions · $1,384,282,374 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
SPY	Spdr S&P 500 ETF Trust	193,223	$125,660,645	9.08%
AAPL	Apple Inc. Technology	189,739	$48,153,860	3.48%
NSC	Norfolk Southern Corp Industrials	152,404	$43,739,948	3.16%
MSFT	Microsoft Corp Technology	100,681	$37,269,085	2.69%
QQQ	Invesco Qqq Trust, Series 1	58,980	$34,042,076	2.46%
BRK-B	Berkshire Hathaway Inc Financial Services	69,875	$33,484,100	2.42%
NVDA	Nvidia Corp Technology	187,638	$32,724,067	2.36%
XOM	Exxon Mobil Corp Energy	181,116	$30,728,140	2.22%
AMZN	Amazon Com Inc Consumer Cyclical	105,200	$21,910,004	1.58%
JPM	Jpmorgan Chase & Co Financial Services	73,064	$21,492,506	1.55%

Portfolio Trend

25 quarters · across all stocks

Holdings in SMBK

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$511,869	13,098	0.0%	Shares	Sole	2026-05-05
2025-12-31	$484,495	13,098	0.0%	Shares	Sole	2026-01-28
2025-09-30	$467,991	13,098	-29.7%	Shares	Sole	2025-10-22
2025-06-30	$629,321	18,630	+200.0%	Shares	Sole	2025-08-18
2025-03-31	$193,006	6,210	0.0%	Shares	Sole	2025-05-21
2024-12-31	$192,385	6,210	-51.7%	Shares	Sole	2025-01-21
2021-12-31	$351,986	12,865	0.0%	Shares	Sole	2022-02-09
2021-09-30	$332,560	12,865	-25.0%	Shares	Sole	2021-11-09
2021-06-30	$411,867	17,154	0.0%	Shares	Sole	2021-07-08
2021-03-31	$371,384	17,154	0.0%	Shares	Sole	2021-06-17
2020-12-31	$311,173	17,154	0.0%	Shares	Sole	2021-05-19
2020-09-30	$233,122	17,154	0.0%	Shares	Sole	2021-09-07
2020-06-30	$277,551	17,154	—	Shares	Sole	2021-09-07
No 13F history on record for this holder in this stock.