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
SNN
Smith & Nephew PLC

Healthcare
237
+ 7.03%
$24.29 - $30.81 $5.76K - $7.3K
3.61K $88K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
126
+ 0.46%
$28.6 - $29.27 $3.6K - $3.69K
27.2K $780K
XLI
Industrial Sector Spdr

ETFs
21
+ 0.4%
$131.76 - $143.99 $2.77K - $3.02K
5.3K $698K
CMC
Commercial Metals CO

Basic Materials
5
+ 0.15%
$49.22 - $63.32 $246 - $317
3.37K $167K
CSL
Carlisle Companies Inc

Industrials
1
+ 0.39%
$368.67 - $480.91 $369 - $481
255 $94K
GNL
Global Net Lease, Inc.

Real Estate
40
+ 0.21%
$7.02 - $8.61 $281 - $344
18.7K $136K
FDL
First Tr Morningstar Dividend

ETFs
211
+ 1.19%
$39.59 - $43.95 $8.35K - $9.27K
17.9K $719K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.04%
$253.56 - $278.5 $254 - $279
2.53K $640K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
155
+ 0.58%
$21.01 - $22.0 $3.26K - $3.41K
26.7K $562K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1.28K
+ 0.51%
$48.96 - $52.85 $62.5K - $67.4K
251K $12.3M
NOC
Northrop Grumman Corp

Industrials
183
+ 9.81%
$466.52 - $543.88 $85.4K - $99.5K
2.05K $961K
BALL
Ball Corp

Consumer Cyclical
4
+ 0.22%
$54.84 - $67.94 $219 - $272
1.85K $101K
IXC
Ishares Tr Global Energy ETF

ETFs
63
+ 0.5%
$36.95 - $43.06 $2.33K - $2.71K
12.6K $481K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
620
+ 5.39%
$60.55 - $65.95 $37.5K - $40.9K
12.1K $735K
OMC
Omnicom Group Inc.

Communication Services
161
+ 6.82%
$85.82 - $105.47 $13.8K - $17K
2.52K $217K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.25K
+ 2.03%
$25.25 - $26.34 $31.7K - $33K
63.1K $1.6M
HYD
Vaneck High Yield Muni ETF

ETFs
184
+ 0.57%
$51.09 - $53.06 $9.4K - $9.76K
32.2K $1.67M
OHI
Omega Healthcare Investors Inc

Real Estate
31
+ 0.29%
$37.51 - $42.56 $1.16K - $1.32K
10.8K $407K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
912
+ 2.26%
$89.9 - $100.66 $82K - $91.8K
41.3K $3.73M
RLY
Ssga Active ETF Tr

ETFs
2.78K
+ 4.5%
$26.85 - $29.18 $74.6K - $81.1K
64.6K $1.74M
SPGI
S&P Global Inc.

Financial Services
3
+ 0.16%
$480.36 - $529.17 $1.44K - $1.59K
1.85K $922K
NEM
Newmont Corp

Basic Materials
124
+ 5.07%
$37.0 - $58.68 $4.59K - $7.28K
2.57K $95K
TGT
Target Corp

Consumer Defensive
41
+ 2.09%
$121.59 - $160.69 $4.99K - $6.59K
2K $270K
CCI
Crown Castle International Corp

Real Estate
229
+ 11.05%
$89.78 - $119.11 $20.6K - $27.3K
2.3K $208K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
856
+ 3.44%
$33.43 - $36.52 $28.6K - $31.3K
25.7K $867K
HIG
Hartford Financial Services Group, Inc.

Financial Services
44
+ 0.8%
$107.06 - $123.74 $4.71K - $5.44K
5.56K $608K
IWS
Ishares Russell Midcap Value E

ETFs
121
+ 0.62%
$128.08 - $140.32 $15.5K - $17K
19.6K $2.53M
BIDU
Baidu, Inc.

Communication Services
20
+ 0.95%
$80.33 - $115.13 $1.61K - $2.3K
2.12K $178K
IWN
Ishares Russell2000 Val ETF

ETFs
8
+ 0.05%
$162.69 - $181.35 $1.3K - $1.45K
17.2K $2.82M
BIBL
Northern Lts Fd Tr Iv

ETFs
208
+ 0.67%
$38.73 - $42.41 $8.06K - $8.82K
31.4K $1.22M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
467
+ 3.96%
$68.25 - $75.42 $31.9K - $35.2K
12.3K $839K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
323
+ 1.12%
$22.21 - $24.22 $7.17K - $7.82K
29.2K $648K
LYB
Lyondell Basell Industries N.V.

Basic Materials
65
+ 2.62%
$72.97 - $96.75 $4.74K - $6.29K
2.54K $188K
IYH
Ishares Tr

ETFs
101
+ 1.21%
$57.53 - $65.24 $5.81K - $6.59K
8.42K $490K
TT
Trane Technologies PLC

Industrials
1
+ 0.04%
$369.35 - $419.14 $369 - $419
2.67K $985K
GPC
Genuine Parts CO

Consumer Cyclical
65
+ 2.08%
$113.11 - $143.63 $7.35K - $9.34K
3.19K $372K
WPM
Wheaton Precious Metals Corp.

Basic Materials
150
+ 0.95%
$56.08 - $68.53 $8.41K - $10.3K
15.9K $893K
DFIC
Dimensional ETF Tr Dimensional

ETFs
25.3K
+ 8.01%
$25.61 - $28.0 $649K - $709K
341K $8.83M
SCHO
Schwab Short Term Us Treasury

ETFs
12.1K
+ 82.5%
$24.06 - $48.88 $292K - $593K
26.8K $645K
PSX
Phillips 66

Energy
9
+ 0.21%
$110.35 - $138.93 $993 - $1.25K
4.38K $498K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
2.6K
+ 13.19%
$22.4 - $29.88 $58.3K - $77.7K
22.3K $502K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.55K
+ 1.55%
$80.87 - $87.69 $125K - $136K
102K $8.27M
SO
Southern CO

Utilities
773
+ 4.0%
$81.5 - $94.15 $63K - $72.8K
20.1K $1.65M
LGOV
First Tr ETF Iv Long Duration

ETFs
3.75K
+ 3.52%
$20.75 - $22.49 $77.7K - $84.2K
110K $2.29M
DEO
Diageo PLC

Consumer Defensive
7
+ 0.1%
$118.0 - $139.88 $826 - $979
6.86K $871K
XLV
Select Sector Spdr Fund Health

ETFs
119
+ 1.82%
$136.28 - $154.74 $16.2K - $18.4K
6.65K $914K
ED
Consolidated Edison Inc

Utilities
141
+ 2.01%
$88.87 - $107.38 $12.5K - $15.1K
7.17K $639K
GD
General Dynamics Corp

Industrials
161
+ 4.28%
$260.28 - $314.03 $41.9K - $50.6K
3.92K $1.03M
RWR
Spdr Dow Jones Reit ETF

ETFs
845
+ 3.5%
$97.84 - $108.61 $82.7K - $91.8K
25K $2.47M
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