Geneos Wealth Management Inc. Purchases in Q4 2024

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AXON
Axon Enterprise, Inc.

Industrials
1.59K
+ 630.04%
$399.22 - $689.78 $636K - $1.1M
1.85K $1.1M
MS
Morgan Stanley

Financial Services
875
+ 2.22%
$104.42 - $134.99 $91.4K - $118K
40.4K $5.07M
VPU
Vanguard Utilities ETF

ETFs
6K
+ 191.94%
$160.52 - $179.11 $963K - $1.08M
9.13K $1.49M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
24.7K
+ 8.15%
$44.33 - $49.55 $1.09M - $1.22M
327K $14.7M
HWM
Howmet Aerospace Inc.

Industrials
8.24K
+ 303.09%
$99.72 - $120.09 $822K - $990K
11K $1.2M
SCHW
Schwab Charles Corp

Financial Services
151
+ 0.15%
$63.31 - $82.85 $9.56K - $12.5K
99K $7.33M
TTD
Trade Desk, Inc.

Technology
5.06K
+ 16.77%
$108.7 - $139.51 $550K - $705K
35.2K $4.14M
FSK
Fs Kkr Capital Corp

Financial Services
5.83K
+ 1.73%
$19.71 - $22.22 $115K - $129K
342K $7.43M
CYBR
Cyber Ark Software Ltd.

Technology
1.02K
+ 9.7%
$274.1 - $333.15 $281K - $341K
11.6K $3.86M
MRVL
Marvell Technology, Inc.

Technology
5.79K
+ 175.27%
$70.31 - $124.78 $407K - $723K
9.1K $1M
VNLA
Janus Henderson Short Duration

ETFs
16.5K
+ 3.17%
$48.82 - $49.11 $807K - $811K
538K $26.3M
BKR
Baker Hughes CO

Energy
4.13K
+ 3.55%
$35.98 - $44.88 $148K - $185K
120K $4.93M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
8.39K
+ 7.12%
$72.62 - $77.83 $609K - $653K
126K $9.34M
TJX
Tjx Companies Inc

Consumer Cyclical
5.78K
New
$112.15 - $127.2 $648K - $735K
5.78K $697K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
11.3K
New
$58.46 - $65.6 $659K - $740K
11.3K $659K
DRI
Darden Restaurants Inc

Consumer Cyclical
698
+ 3.0%
$155.96 - $188.66 $109K - $132K
24K $4.48M
BMY
Bristol Myers Squibb CO

Healthcare
3.56K
+ 3.85%
$51.92 - $59.94 $185K - $213K
96K $5.43M
HBAN
Huntington Bancshares Inc

Financial Services
10.2K
+ 3.55%
$14.18 - $18.2 $145K - $185K
297K $4.83M
FPE
First Tr Pfd Secs & Income ETF

ETFs
34.4K
New
$17.65 - $18.18 $608K - $626K
34.4K $609K
HON
Honeywell International Inc

Industrials
782
+ 3.48%
$202.84 - $236.0 $159K - $185K
23.3K $5.25M
VB
Vanguard Small Cap ETF

ETFs
2.39K
+ 29.01%
$233.76 - $261.58 $558K - $625K
10.6K $2.55M
PLTR
Palantir Technologies Inc.

Technology
196
+ 1.38%
$36.46 - $82.38 $7.15K - $16.1K
14.4K $1.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
227
+ 0.25%
$94.43 - $105.47 $21.4K - $23.9K
92.7K $9.41M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
16K
New
$34.1 - $36.82 $545K - $588K
16K $558K
DE
Deere & CO

Industrials
1.12K
+ 11.23%
$389.45 - $466.0 $436K - $521K
11.1K $4.69M
EQIX
Equinix Inc

Real Estate
456
+ 23.69%
$865.69 - $985.0 $395K - $449K
2.38K $2.25M
SPMD
Spdr Portfolio

ETFs
9.62K
+ 4.26%
$54.13 - $59.56 $521K - $573K
236K $12.9M
AMAT
Applied Materials Inc

Technology
4.53K
+ 82.79%
$161.44 - $213.89 $731K - $969K
10K $1.63M
GILD
Gilead Sciences, Inc.

Healthcare
297
+ 0.52%
$83.95 - $97.9 $24.9K - $29.1K
57.8K $5.34M
META
Meta Platforms, Inc.

Communication Services
387
+ 2.33%
$554.08 - $632.68 $214K - $245K
17K $10M
OKTA
Okta, Inc.

Technology
6.27K
+ 149.31%
$71.81 - $86.11 $450K - $540K
10.5K $824K
NEE
Nextera Energy Inc

Utilities
23.5K
+ 25.59%
$69.77 - $85.43 $1.64M - $2.01M
115K $8.28M
CLOI
Vaneck ETF Tr

ETFs
9.58K
New
$52.7 - $53.15 $505K - $509K
9.58K $505K
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.88K
+ 11.69%
$97.11 - $104.1 $474K - $508K
46.6K $4.56M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
23.4K
+ 10.39%
$24.55 - $25.16 $575K - $589K
249K $6.14M
FV
First Trust Dorsey Wright Focu

ETFs
6.79K
+ 7.86%
$57.47 - $62.82 $390K - $427K
93.1K $5.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.28K
+ 6.91%
$91.29 - $91.8 $482K - $484K
81.7K $7.47M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.92K
+ 1.42%
$33.92 - $36.6 $269K - $290K
566K $19.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
547
+ 4.11%
$172.07 - $207.36 $94.1K - $113K
13.9K $2.74M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
11.3K
+ 32.06%
$36.74 - $40.43 $414K - $456K
46.5K $1.71M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.99K
New
$40.38 - $44.35 $403K - $443K
9.99K $408K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.65K
New
$50.06 - $55.0 $383K - $421K
7.65K $384K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.05K
+ 9.27%
$126.68 - $134.74 $386K - $410K
35.9K $4.58M
JPIE
J P Morgan Exchange Traded Fd
9.04K
+ 14.96%
$45.59 - $46.25 $412K - $418K
69.5K $3.17M
SECT
Sector 10, Inc.

ETFs
5.68K
+ 11.99%
$53.17 - $57.82 $302K - $328K
53K $2.91M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.09K
+ 224.0%
$50.67 - $50.9 $359K - $361K
10.2K $519K
HLI
Houlihan Lokey, Inc.

Financial Services
492
+ 2.85%
$158.81 - $190.49 $78.1K - $93.7K
17.8K $3.09M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.26K
+ 8.24%
$29.73 - $30.81 $275K - $285K
122K $3.7M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3.51K
+ 89.43%
$99.0 - $99.5 $347K - $349K
7.44K $737K
Activity Summary
Buys All Purchases 1316 New Holdings 457 Increased Positions 859 Sells All Sells 741 Reductions 741 Sold out 0 Options Calls 0 Puts 0
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