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
RTO
Rentokil Initial PLC

Industrials
694
New
$22.92 - $26.98 $15.9K - $18.7K
694 $17K
PR
Permian Resources Corporation

Energy
1.19K
New
$13.41 - $16.21 $16K - $19.4K
1.19K $17K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.43K
+ 6.37%
$43.84 - $48.76 $150K - $167K
57.2K $2.52M
SLV
I Shares Silver Trust

ETFs
2.89K
+ 10.08%
$26.33 - $31.74 $76K - $91.7K
31.5K $830K
EBAY
Ebay Inc

Consumer Cyclical
667
+ 8.26%
$57.51 - $67.17 $38.4K - $44.8K
8.74K $541K
DNP
Dnp Select Income Fund Inc

Financial Services
2.32K
+ 62.81%
$8.82 - $9.96 $20.5K - $23.1K
6.02K $53K
EVGO
E Vgo Inc.

Consumer Cyclical
4K
+ 205.13%
$3.84 - $8.92 $15.4K - $35.7K
5.95K $24K
X
United States Steel Corp

Basic Materials
500
New
$30.14 - $42.31 $15.1K - $21.2K
500 $16K
RUM
Rumble Inc.

Technology
1.29K
New
$5.18 - $16.27 $6.7K - $21.1K
1.29K $16K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.39K
New
$9.95 - $12.23 $13.8K - $17K
1.39K $16K
LCID
Lucid Group, Inc.

Consumer Cyclical
7.08K
+ 55.45%
$2.01 - $3.44 $14.2K - $24.4K
19.8K $59K
AME
Ametek Inc

Industrials
70
+ 42.94%
$165.89 - $197.38 $11.6K - $13.8K
233 $42K
AVLV
American Centy ETF Tr Avantis
220
+ 55.0%
$65.51 - $71.22 $14.4K - $15.7K
620 $41K
MAA
Mid America Apartment Communities Inc.

Real Estate
102
New
$149.17 - $165.2 $15.2K - $16.9K
102 $15K
WDS
Woodside Energy Group LTD

Energy
990
New
$14.38 - $18.32 $14.2K - $18.1K
990 $15K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
300
+ 3.95%
N/A
7.9K $362K
RPM
Rpm International Inc

Basic Materials
103
+ 15.65%
$120.09 - $140.26 $12.4K - $14.4K
761 $93K
BTI
British American Tobacco P.L.C.

Consumer Defensive
388
+ 17.78%
$34.25 - $37.94 $13.3K - $14.7K
2.57K $93K
VGLT
Vanguard Long Term Treasury Et

ETFs
318
+ 50.88%
$55.1 - $61.74 $17.5K - $19.6K
943 $52K
STWD
Starwood Property Trust, Inc.

Real Estate
734
+ 407.78%
$18.95 - $20.37 $13.9K - $15K
914 $17K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
850
New
$17.41 - $19.29 $14.8K - $16.4K
850 $14K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
115
New
$101.51 - $140.63 $11.7K - $16.2K
115 $14K
ACHR
Archer Aviation Inc.

Industrials
1.44K
New
$2.94 - $11.33 $4.24K - $16.3K
1.44K $14K
INTU
Intuit Inc

Technology
8
+ 0.8%
$602.01 - $706.25 $4.82K - $5.65K
1.01K $637K
MET
Metlife Inc

Financial Services
176
+ 5.77%
$78.15 - $88.25 $13.8K - $15.5K
3.23K $264K
FAST
Fastenal CO

Industrials
166
+ 8.87%
$69.99 - $84.35 $11.6K - $14K
2.04K $146K
HUBS
Hubspot Inc

Technology
5
+ 8.47%
$514.07 - $757.4 $2.57K - $3.79K
64 $44K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.76%
$229.85 - $335.91 $230 - $336
133 $43K
RWO
Spdr Dow Jones Global Real Est

ETFs
343
+ 159.53%
$42.41 - $47.31 $14.5K - $16.2K
558 $23K
PH
Parker Hannifin Corp

Industrials
7
+ 0.39%
$621.74 - $709.46 $4.35K - $4.97K
1.82K $1.15M
ILCB
Ishares Morningstar U.S. Equit

ETFs
76
+ 2.43%
$78.43 - $84.56 $5.96K - $6.43K
3.2K $259K
NOG
Northern Oil & Gas, Inc.

Energy
18
+ 0.27%
$35.57 - $43.49 $640 - $783
6.6K $245K
GLW
Corning Inc

Technology
19
+ 0.4%
$44.11 - $49.76 $838 - $945
4.74K $225K
OMF
One Main Holdings, Inc.

Financial Services
60
+ 3.24%
$45.27 - $57.43 $2.72K - $3.45K
1.91K $99K
QDPL
Pacer Fds Tr Metaurus Us Large
300
+ 32.12%
$37.54 - $40.11 $11.3K - $12K
1.23K $47K
TGTX
Tg Therapeutics, Inc.

Healthcare
300
+ 70.92%
$21.31 - $35.09 $6.39K - $10.5K
723 $21K
ADC
Agree Realty Corp

Real Estate
183
New
$69.44 - $77.65 $12.7K - $14.2K
183 $12K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
300
New
$40.18 - $41.59 $12.1K - $12.5K
300 $12K
GLOB
Globant S.A.

Technology
52
+ 167.74%
$193.45 - $236.83 $10.1K - $12.3K
83 $17K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.83K
+ 5.28%
$34.04 - $35.66 $62.2K - $65.2K
36.4K $1.25M
HYG
Ishares Tr

ETFs
425
+ 3.16%
$78.09 - $80.04 $33.2K - $34K
13.9K $1.09M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
361
+ 3.13%
$77.86 - $79.27 $28.1K - $28.6K
11.9K $926K
DFNL
Davis Fundamental ETF Tr

ETFs
12
+ 0.13%
$36.31 - $41.34 $436 - $496
9.48K $361K
APH
Amphenol Corp

Technology
37
+ 1.98%
$62.07 - $75.35 $2.3K - $2.79K
1.91K $132K
AZO
Autozone Inc

Consumer Cyclical
3
+ 12.0%
$2981.19 - $3370.27 $8.94K - $10.1K
28 $89K
VMC
Vulcan Materials CO

Basic Materials
36
+ 16.51%
$237.95 - $292.31 $8.57K - $10.5K
254 $65K
MT
Arcelor Mittal

Basic Materials
536
+ 89.63%
$22.93 - $26.51 $12.3K - $14.2K
1.13K $26K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
255
+ 566.67%
$40.26 - $42.88 $10.3K - $10.9K
300 $12K
BFH
Bread Financial Holdings, Inc.

Financial Services
195
New
$46.5 - $66.38 $9.07K - $12.9K
195 $11K
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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