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
MC
Moelis & CO

Financial Services
38
+ 95.0%
$65.74 - $80.49 $2.5K - $3.06K
78 $5K
HPE
Hewlett Packard Enterprise CO

Technology
15
+ 0.49%
$19.31 - $23.95 $290 - $359
3.08K $65K
CERS
Cerus Corp

Healthcare
2K
+ 100.0%
$1.52 - $2.03 $3.04K - $4.06K
4K $6K
CWST
Casella Waste Systems Inc

Industrials
27
+ 79.41%
$97.5 - $113.93 $2.63K - $3.08K
61 $6K
TW
Tradeweb Markets Inc.

Financial Services
8
+ 3.74%
$124.87 - $136.32 $999 - $1.09K
222 $29K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
313
+ 434.72%
$11.46 - $17.04 $3.59K - $5.33K
385 $4K
AAP
Advance Auto Parts Inc

Consumer Cyclical
50
+ 83.33%
$35.69 - $47.44 $1.78K - $2.37K
110 $5K
APA
Apa Corp

Energy
140
+ 110.24%
$20.47 - $27.07 $2.87K - $3.79K
267 $6K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
5
+ 4.42%
$229.83 - $258.46 $1.15K - $1.29K
118 $29K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
180
+ 0.13%
$20.6 - $20.71 $3.71K - $3.73K
139K $2.87M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
26
+ 30.95%
$71.19 - $91.57 $1.85K - $2.38K
110 $9K
CHK
Chesapeake Energy Corp

Energy
14
+ 2.19%
$81.46 - $87.57 $1.14K - $1.23K
653 $55K
SYF
Synchrony Financial

Financial Services
32
+ 31.07%
$49.01 - $68.55 $1.57K - $2.19K
135 $8K
PMO
Putnam Municipal Opportunities Trust

Financial Services
276
+ 52.98%
$10.01 - $10.93 $2.76K - $3.02K
797 $8K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
666
+ 106.39%
$3.86 - $4.04 $2.57K - $2.69K
1.29K $5K
WPP
Wpp PLC

Communication Services
64
+ 34.41%
$49.35 - $56.55 $3.16K - $3.62K
250 $12K
JWN
Nordstrom Inc

Consumer Cyclical
82
+ 12.6%
$21.42 - $24.9 $1.76K - $2.04K
733 $17K
FOUR
Shift4 Payments, Inc.

Technology
27
+ 450.0%
$88.26 - $114.95 $2.38K - $3.1K
33 $3K
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
21
+ 525.0%
$140.45 - $159.25 $2.95K - $3.34K
25 $3K
FNX
First Tr Mid Cap Core Alphadex

ETFs
50
+ 3.13%
$114.77 - $127.28 $5.74K - $6.36K
1.65K $190K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
4
+ 1.1%
$28.38 - $39.27 $114 - $157
368 $14K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
537
+ 31.0%
$8.17 - $8.66 $4.39K - $4.65K
2.27K $18K
AMCR
Amcor PLC

Consumer Cyclical
329
+ 406.17%
$9.34 - $11.37 $3.07K - $3.74K
410 $3K
VMI
Valmont Industries Inc

Industrials
6
+ 14.63%
$287.0 - $352.14 $1.72K - $2.11K
47 $14K
PII
Polaris Inc.

Consumer Cyclical
110
+ 64.33%
$56.74 - $83.06 $6.24K - $9.14K
281 $16K
NRG
Nrg Energy, Inc.

Utilities
31
+ 3.24%
$85.3 - $101.61 $2.64K - $3.15K
987 $89K
OSTK
Overstock.Com, Inc

Consumer Cyclical
50
+ 0.22%
N/A
22.3K $569K
FTF
Franklin LTD Duration Income Trust

Financial Services
343
+ 36.8%
$6.39 - $6.77 $2.19K - $2.32K
1.28K $8K
IFRA
Ishares Tr

ETFs
59
+ 5.44%
$45.94 - $51.71 $2.71K - $3.05K
1.14K $52K
CATH
Global X Fds Global X S&P 500

ETFs
14
+ 3.54%
$68.5 - $73.81 $959 - $1.03K
410 $29K
MFG
Mizuho Financial Group Inc

Financial Services
33
+ 1.99%
$4.05 - $5.26 $134 - $174
1.7K $8K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
57
+ 20.5%
$14.29 - $18.76 $815 - $1.07K
335 $6K
MORN
Morningstar, Inc.

Financial Services
2
+ 3.77%
$312.56 - $358.78 $625 - $718
55 $18K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
153
+ 18.43%
$13.12 - $13.68 $2.01K - $2.09K
983 $13K
HOMB
Home Bancshares Inc

Financial Services
9
+ 0.61%
$26.0 - $32.09 $234 - $289
1.49K $42K
MSA
Msa Safety Inc

Industrials
17
+ 89.47%
$163.63 - $178.77 $2.78K - $3.04K
36 $5K
TNL
Travel & Leisure Co.

Consumer Cyclical
22
+ 9.91%
$45.26 - $56.28 $996 - $1.24K
244 $12K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
212
+ 28.69%
$11.6 - $12.83 $2.46K - $2.72K
951 $11K
ALGT
Allegiant Travel CO

Industrials
13
+ 44.83%
$55.0 - $94.12 $715 - $1.22K
42 $3K
YOU
Clear Secure, Inc.

Technology
98
+ 75.97%
$25.61 - $38.45 $2.51K - $3.77K
227 $6K
SHG
Shinhan Financial Group CO LTD

Financial Services
35
+ 41.67%
N/A
119 $4K
JFR
Nuveen Floating Rate Income Fund

Financial Services
161
+ 7.27%
$8.74 - $9.22 $1.41K - $1.48K
2.38K $21K
SXI
Standex International Corp

Industrials
4
+ 3.67%
$172.48 - $211.52 $690 - $846
113 $21K
SGOL
Abrdn Gold ETF Trust

ETFs
123
+ 4.54%
$24.46 - $26.62 $3.01K - $3.27K
2.84K $70K
VRIG
Invesco Actively Managed ETF F

ETFs
87
+ 7.24%
$25.06 - $25.2 $2.18K - $2.19K
1.29K $32K
CNHI
Cnh Industrial N.V.

Industrials
191
+ 76.4%
N/A
441 $4K
NLOK
Norton Life Lock Inc.

Technology
72
+ 15.58%
N/A
534 $11K
XPRO
Expro Group Holdings N.V.

Energy
159
+ 324.49%
$11.05 - $17.83 $1.76K - $2.83K
208 $2K
CF
Cf Industries Holdings, Inc.

Basic Materials
24
+ 7.92%
$81.39 - $94.14 $1.95K - $2.26K
327 $27K
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