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
COPX
Global X Copper Miners ETF

ETFs
5.03K
New
$38.17 - $48.57 $192K - $244K
5.03K $191K
BMO
Bank Of Montreal

Financial Services
1.97K
New
$89.75 - $103.39 $177K - $204K
1.97K $191K
CSCO
Cisco Systems, Inc.

Technology
96
+ 0.32%
$52.45 - $60.02 $5.04K - $5.76K
30.5K $1.81M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17K
+ 3.83%
$22.39 - $23.45 $381K - $399K
461K $10.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
142K
+ 287.08%
$25.93 - $105.3 $3.67M - $14.9M
191K $5.32M
TBUX
T Rowe Price Exchange Traded F

ETFs
3.7K
+ 52.62%
$49.52 - $49.88 $183K - $184K
10.7K $531K
FNF
Fidelity National Financial, Inc.

Financial Services
3.26K
New
$55.19 - $63.83 $180K - $208K
3.26K $182K
PM
Philip Morris International Inc.

Consumer Defensive
1.68K
+ 8.41%
$118.38 - $133.06 $198K - $223K
21.6K $2.6M
ENB
Enbridge Inc

Energy
3.6K
+ 26.38%
$40.4 - $43.92 $145K - $158K
17.2K $731K
IGIC
International General Insurance Holdings Ltd.

Financial Services
7.45K
New
$18.49 - $26.6 $138K - $198K
7.45K $177K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
615
+ 5.61%
$201.32 - $217.44 $124K - $134K
11.6K $2.4M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
5.8K
+ 5.16%
$22.06 - $22.58 $128K - $131K
118K $2.66M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.1K
+ 5.39%
$176.42 - $186.91 $194K - $206K
21.5K $3.83M
SEE
Sealed Air Corp

Consumer Cyclical
5.05K
+ 339.65%
$33.59 - $37.3 $170K - $189K
6.54K $221K
JCI
Johnson Controls International PLC

Industrials
830
+ 1.1%
$74.23 - $86.6 $61.6K - $71.9K
76K $6M
IMFL
Invesco Ex Tr Self Indx Fd Tr
10.7K
+ 25.54%
$23.48 - $25.49 $250K - $272K
52.4K $1.23M
UAL
United Airlines Holdings, Inc.

Industrials
192
+ 5.27%
$55.62 - $102.44 $10.7K - $19.7K
3.83K $372K
FANG
Diamondback Energy, Inc.

Energy
983
New
$153.06 - $199.5 $150K - $196K
983 $161K
COP
Conocophillips

Energy
2.16K
+ 24.16%
$95.12 - $114.72 $205K - $247K
11.1K $1.1M
EMGF
Ishares Msci Emerging Markets

ETFs
3.52K
+ 1038.05%
$45.23 - $51.49 $159K - $181K
3.86K $174K
EOG
Eog Resources Inc

Energy
1.37K
+ 4.68%
$118.22 - $136.54 $162K - $187K
30.6K $3.75M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.46K
+ 63.24%
$35.45 - $40.33 $158K - $180K
11.5K $412K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
11.4K
+ 10.36%
$18.04 - $18.54 $205K - $211K
121K $2.19M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.75K
+ 7.19%
$42.33 - $43.3 $201K - $206K
70.8K $3.01M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
4.38K
New
$30.22 - $34.08 $132K - $149K
4.38K $149K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.89K
+ 13.12%
$94.77 - $97.36 $179K - $184K
16.3K $1.56M
CDC
Victory Portfolios Ii Shs Inco

ETFs
2.35K
New
$61.65 - $67.55 $145K - $159K
2.35K $147K
SPG
Simon Property Group Inc

Real Estate
850
New
$167.23 - $183.84 $142K - $156K
850 $146K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
2.82K
New
$50.81 - $51.59 $143K - $146K
2.82K $144K
KRE
Spdr S&P Regional Banking ETF

ETFs
524
+ 1.76%
$54.6 - $68.9 $28.6K - $36.1K
30.3K $1.83M
CBU
Community Bank System, Inc.

Financial Services
2.29K
New
$56.38 - $71.45 $129K - $163K
2.29K $140K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.12K
+ 7.18%
$58.39 - $67.04 $65.6K - $75.4K
16.8K $1.06M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
3.71K
+ 3.4%
$23.92 - $24.89 $88.8K - $92.4K
113K $2.77M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
2.88K
+ 71.49%
$47.68 - $48.67 $137K - $140K
6.91K $329K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.08K
+ 1.23%
$84.34 - $95.14 $90.8K - $102K
88.8K $7.75M
SHOP
Shopify Inc.

Technology
318
+ 8.48%
$78.14 - $119.49 $24.8K - $38K
4.07K $432K
BSJR
Invesco Indx Tr

ETFs
5.9K
+ 49.48%
$22.37 - $22.7 $132K - $134K
17.8K $399K
AR
Antero Resources Corp

Energy
3.68K
New
$25.54 - $35.52 $94.1K - $131K
3.68K $129K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
6.25K
+ 10.59%
$43.02 - $47.32 $269K - $296K
65.2K $2.82M
COIN
Coinbase Global, Inc.

Technology
457
+ 224.02%
$163.17 - $343.62 $74.6K - $157K
661 $164K
MSFT
Microsoft Corp

Technology
2.02K
+ 2.43%
$406.35 - $454.46 $822K - $919K
85.1K $35.9M
VCEL
Vericel Corp

Healthcare
2.24K
+ 826.57%
$40.05 - $59.11 $89.7K - $132K
2.51K $137K
AJG
Arthur J. Gallagher & Co.

Financial Services
275
+ 1.53%
$278.49 - $315.16 $76.6K - $86.7K
18.2K $5.18M
WBD
Warner Bros. Discovery, Inc.

Communication Services
11.4K
New
$7.33 - $12.37 $83.3K - $141K
11.4K $120K
SRLN
Ssga Active Trust

ETFs
2.88K
+ 19.82%
$41.48 - $42.08 $119K - $121K
17.4K $725K
FM
Ishares Msci Frontier And Sele

ETFs
4.54K
+ 27.94%
$27.11 - $27.7 $123K - $126K
20.8K $564K
MCK
Mckesson Corp

Healthcare
61
+ 5.63%
$482.27 - $628.5 $29.4K - $38.3K
1.14K $651K
MKC
Mccormick & CO Inc

Consumer Defensive
1.48K
New
$73.97 - $84.09 $109K - $124K
1.48K $112K
CWB
Spdr Bloomberg Convertible Sec

ETFs
596
+ 1.24%
$76.21 - $82.24 $45.4K - $49K
48.6K $3.79M
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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