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
RDVY
First Trust Rising Dividend Ac

ETFs
5.56K
+ 4.55%
$58.65 - $64.37 $326K - $358K
128K $7.55M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.31K
+ 21.57%
$77.23 - $82.11 $333K - $354K
24.3K $1.89M
VIG
Vanguard Dividend Appreciation

ETFs
1.74K
+ 14.24%
N/A
14K $2.54M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
28K
+ 8.0%
$28.56 - $30.02 $800K - $841K
378K $10.8M
VTV
Vanguard Value ETF

ETFs
3.64K
+ 6.34%
$168.32 - $181.87 $612K - $661K
61K $10.3M
SCCO
Southern Copper Corp

Basic Materials
3.38K
New
$91.13 - $117.95 $308K - $398K
3.38K $307K
FCG
First Tr Exchange Traded Fd

ETFs
12.3K
+ 746.67%
$22.98 - $26.48 $283K - $326K
14K $344K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6.39K
+ 7.75%
$69.58 - $74.87 $444K - $478K
88.8K $6.21M
CVX
Chevron Corp

Energy
2.7K
+ 7.36%
$141.15 - $162.53 $381K - $438K
39.4K $5.7M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
13.2K
+ 35.78%
$23.25 - $23.56 $308K - $312K
50.3K $1.17M
SBR
Sabine Royalty Trust

Energy
4.46K
+ 1683.77%
$60.18 - $66.67 $269K - $297K
4.73K $306K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.19K
+ 5.21%
$56.06 - $61.35 $515K - $564K
185K $10.5M
FCX
Freeport Mcmoran Inc

Basic Materials
7.3K
New
$38.08 - $50.82 $278K - $371K
7.3K $278K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
11K
+ 6.89%
$25.35 - $25.53 $278K - $280K
170K $4.32M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.62K
+ 5.87%
$89.97 - $98.59 $146K - $160K
29.3K $2.78M
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.34K
+ 28.04%
$114.67 - $126.49 $269K - $296K
10.7K $1.24M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.17K
+ 6.78%
$81.68 - $82.93 $340K - $346K
65.7K $5.38M
IGLB
Ishares 10+ Year Investment Gr

ETFs
5.45K
+ 338.39%
$49.36 - $53.72 $269K - $293K
7.06K $348K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.22K
+ 2.93%
$55.86 - $60.21 $180K - $194K
113K $6.47M
MTB
M&T Bank Corp

Financial Services
1.38K
New
$172.48 - $221.95 $238K - $306K
1.38K $259K
PRK
Park National Corp

Financial Services
1.51K
New
$160.0 - $206.49 $242K - $312K
1.51K $259K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
24.9K
+ 235.96%
$10.2 - $10.51 $254K - $262K
35.5K $367K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
10.2K
+ 35.55%
$26.55 - $27.32 $272K - $280K
39.1K $1.04M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
3.14K
+ 536.52%
$74.89 - $84.46 $235K - $266K
3.73K $296K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
329
+ 0.66%
$105.85 - $112.84 $34.8K - $37.1K
49.9K $5.51M
NI
Nisource Inc.

Utilities
6.7K
New
$33.74 - $38.25 $226K - $256K
6.7K $246K
AXP
American Express CO

Financial Services
313
+ 5.31%
$267.35 - $305.57 $83.7K - $95.6K
6.2K $1.84M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.2K
+ 10.26%
$38.37 - $42.82 $928K - $1.04M
260K $9.97M
CMI
Cummins Inc

Industrials
205
+ 3.02%
$324.93 - $383.42 $66.6K - $78.6K
6.99K $2.44M
MSI
Motorola Solutions, Inc.

Technology
168
+ 1.31%
$449.08 - $504.6 $75.4K - $84.8K
13K $5.99M
HFRO
Highland Income Fund\Ma

Financial Services
119K
+ 29.47%
$5.16 - $6.21 $612K - $736K
521K $2.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11.7K
+ 16.95%
$23.29 - $23.93 $273K - $281K
81K $1.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.5K
+ 9.87%
$19.38 - $19.58 $243K - $246K
140K $2.71M
VO
Vanguard Mid Cap ETF

ETFs
849
+ 7.69%
$261.5 - $284.63 $222K - $242K
11.9K $3.14M
IYG
Ishares Tr

ETFs
1.11K
+ 5.38%
$70.24 - $82.34 $78K - $91.4K
21.8K $1.69M
FXO
First Tr Exchange Traded Fd Fi

ETFs
3.78K
+ 67.73%
$50.63 - $59.0 $191K - $223K
9.36K $506K
NOW
Service Now, Inc.

Technology
138
+ 31.8%
$867.18 - $1148.42 $120K - $158K
572 $606K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
10.3K
+ 2199.79%
$17.5 - $22.47 $180K - $231K
10.8K $224K
KOMP
Spdr S&P Kensho New Economies

ETFs
3.13K
+ 9.53%
$48.59 - $54.76 $152K - $171K
35.9K $1.83M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
9.44K
New
$21.68 - $22.16 $205K - $209K
9.44K $204K
SPSB
Spdr Portfolio Short Term Corp

ETFs
11.7K
+ 3.29%
$29.77 - $30.19 $347K - $352K
366K $10.9M
FAD
First Tr Multi Cap Growth Alph

ETFs
988
+ 7.77%
$131.79 - $150.3 $130K - $148K
13.7K $1.89M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
9.34K
New
$20.68 - $23.73 $193K - $222K
9.34K $195K
VXF
Vanguard Extended Market ETF

ETFs
516
+ 4.33%
$179.17 - $207.15 $92.5K - $107K
12.4K $2.36M
DKNG
Draft Kings Inc.

Consumer Cyclical
5.24K
New
$35.32 - $44.84 $185K - $235K
5.24K $194K
DUSA
Davis Fundamental ETF Tr

ETFs
3.73K
+ 4.48%
$40.91 - $45.07 $153K - $168K
87K $3.67M
SDGR
Schrodinger, Inc.

Healthcare
8.02K
+ 15.43%
$16.98 - $22.57 $136K - $181K
60K $1.16M
ETSY
Etsy Inc

Consumer Cyclical
3.65K
+ 1298.93%
$47.48 - $61.61 $173K - $225K
3.93K $207K
SMBK
Smartfinancial Inc.

Financial Services
6.21K
New
$28.3 - $36.86 $176K - $229K
6.21K $192K
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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