Geneos Wealth Management Inc. Incresed Positions in Q4 2024

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.14M
+ 1715.02%
$100.16 - $100.7 $114M - $115M
1.21M $121M
NVDA
Nvidia Corp

Technology
28.8K
+ 14.85%
$117.0 - $148.88 $3.37M - $4.29M
223K $29.9M
SPYG
Spdr Portfolio

ETFs
37.7K
+ 13.46%
$81.74 - $91.38 $3.08M - $3.44M
318K $27.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
50.5K
+ 81.92%
$96.64 - $101.23 $4.88M - $5.11M
112K $10.9M
O
Realty Income Corp

Real Estate
83.6K
+ 1044.86%
$51.76 - $64.71 $4.33M - $5.41M
91.6K $4.89M
IVV
Ishares Core S&P 500 ETF

ETFs
4.29K
+ 3.09%
$570.51 - $610.59 $2.45M - $2.62M
143K $84.2M
XLF
Financial Sector Spdr

ETFs
77.7K
+ 58.65%
$44.89 - $51.34 $3.49M - $3.99M
210K $10.2M
PODD
Insulet Corp

Healthcare
12.2K
+ 68.47%
$227.79 - $275.7 $2.79M - $3.38M
30.1K $7.86M
CGCP
Capital Group Core Plus Income

ETFs
143K
+ 306.7%
$22.13 - $23.17 $3.17M - $3.31M
190K $4.21M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14K
+ 1152.42%
$198.04 - $221.51 $2.78M - $3.11M
15.2K $3.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.8K
+ 29.67%
$174.22 - $187.62 $2.76M - $2.97M
69.1K $12.1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
28.2K
+ 9.23%
N/A
334K $28.6M
SRE
Sempra Energy

Utilities
25.8K
+ 633.44%
$80.81 - $94.77 $2.09M - $2.45M
29.9K $2.62M
IWY
Ishares Tr Russell 200 Growth

ETFs
6.71K
+ 14.7%
$216.72 - $244.71 $1.45M - $1.64M
52.4K $12.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
22.6K
+ 6.76%
$69.3 - $74.3 $1.57M - $1.68M
357K $25.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.24K
+ 21.85%
$275.15 - $388.2 $891K - $1.26M
18.1K $6.18M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
47.1K
+ 40.68%
$44.21 - $46.46 $2.08M - $2.19M
163K $7.23M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
18.3K
+ 6.55%
$66.77 - $71.52 $1.22M - $1.31M
298K $20.6M
FTNT
Fortinet, Inc.

Technology
9.41K
+ 22.08%
$76.49 - $99.21 $720K - $933K
52K $4.91M
VUG
Vanguard Growth ETF

ETFs
1.47K
+ 4.28%
$378.79 - $428.11 $555K - $628K
35.7K $14.7M
PANW
Palo Alto Networks Inc

Technology
30K
+ 120.86%
$181.96 - $405.9 $5.47M - $12.2M
54.9K $9.99M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
11.6K
+ 479.86%
$119.61 - $136.3 $1.38M - $1.58M
14K $1.73M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.4K
+ 11.98%
$50.62 - $50.97 $1.44M - $1.45M
265K $13.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.4K
+ 16.64%
$71.75 - $75.11 $1.82M - $1.91M
178K $12.8M
VDC
Vanguard Consumer Staples ETF

ETFs
6.19K
+ 447.47%
$210.96 - $223.62 $1.31M - $1.38M
7.58K $1.6M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
18.3K
+ 5.72%
$52.0 - $55.66 $952K - $1.02M
338K $18.1M
IWV
Ishares Russell 3000 ETF

ETFs
915
+ 0.87%
$323.08 - $349.08 $296K - $319K
106K $35.4M
KMI
Kinder Morgan, Inc.

Energy
4.86K
+ 2.7%
$22.59 - $28.54 $110K - $139K
185K $5.07M
GS
Goldman Sachs Group Inc

Financial Services
256
+ 2.33%
$486.1 - $608.57 $124K - $156K
11.3K $6.45M
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
EMR
Emerson Electric CO

Industrials
869
+ 1.93%
$108.13 - $134.33 $94K - $117K
45.9K $5.69M
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
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
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
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
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email