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
IVW
Ishares S&P 500 Growth ETF

ETFs
227
+ 0.25%
$94.43 - $105.47 $21.4K - $23.9K
92.7K $9.41M
DE
Deere & CO

Industrials
1.12K
+ 11.23%
$389.45 - $466.0 $436K - $521K
11.1K $4.69M
EQIX
Equinix Inc

Real Estate
456
+ 23.69%
$865.69 - $985.0 $395K - $449K
2.38K $2.25M
SPMD
Spdr Portfolio

ETFs
9.62K
+ 4.26%
$54.13 - $59.56 $521K - $573K
236K $12.9M
AMAT
Applied Materials Inc

Technology
4.53K
+ 82.79%
$161.44 - $213.89 $731K - $969K
10K $1.63M
GILD
Gilead Sciences, Inc.

Healthcare
297
+ 0.52%
$83.95 - $97.9 $24.9K - $29.1K
57.8K $5.34M
META
Meta Platforms, Inc.

Communication Services
387
+ 2.33%
$554.08 - $632.68 $214K - $245K
17K $10M
OKTA
Okta, Inc.

Technology
6.27K
+ 149.31%
$71.81 - $86.11 $450K - $540K
10.5K $824K
NEE
Nextera Energy Inc

Utilities
23.5K
+ 25.59%
$69.77 - $85.43 $1.64M - $2.01M
115K $8.28M
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.88K
+ 11.69%
$97.11 - $104.1 $474K - $508K
46.6K $4.56M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
23.4K
+ 10.39%
$24.55 - $25.16 $575K - $589K
249K $6.14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.28K
+ 6.91%
$91.29 - $91.8 $482K - $484K
81.7K $7.47M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.92K
+ 1.42%
$33.92 - $36.6 $269K - $290K
566K $19.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
547
+ 4.11%
$172.07 - $207.36 $94.1K - $113K
13.9K $2.74M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
11.3K
+ 32.06%
$36.74 - $40.43 $414K - $456K
46.5K $1.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.05K
+ 9.27%
$126.68 - $134.74 $386K - $410K
35.9K $4.58M
JPIE
J P Morgan Exchange Traded Fd
9.04K
+ 14.96%
$45.59 - $46.25 $412K - $418K
69.5K $3.17M
SECT
Sector 10, Inc.

ETFs
5.68K
+ 11.99%
$53.17 - $57.82 $302K - $328K
53K $2.91M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.09K
+ 224.0%
$50.67 - $50.9 $359K - $361K
10.2K $519K
HLI
Houlihan Lokey, Inc.

Financial Services
492
+ 2.85%
$158.81 - $190.49 $78.1K - $93.7K
17.8K $3.09M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.26K
+ 8.24%
$29.73 - $30.81 $275K - $285K
122K $3.7M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3.51K
+ 89.43%
$99.0 - $99.5 $347K - $349K
7.44K $737K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.31K
+ 21.57%
$77.23 - $82.11 $333K - $354K
24.3K $1.89M
RDVY
First Trust Rising Dividend Ac

ETFs
5.56K
+ 4.55%
$58.65 - $64.37 $326K - $358K
128K $7.55M
VIG
Vanguard Dividend Appreciation

ETFs
1.74K
+ 14.24%
N/A
14K $2.54M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
28K
+ 8.0%
$28.56 - $30.02 $800K - $841K
378K $10.8M
VTV
Vanguard Value ETF

ETFs
3.64K
+ 6.34%
$168.32 - $181.87 $612K - $661K
61K $10.3M
FCG
First Tr Exchange Traded Fd

ETFs
12.3K
+ 746.67%
$22.98 - $26.48 $283K - $326K
14K $344K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6.39K
+ 7.75%
$69.58 - $74.87 $444K - $478K
88.8K $6.21M
CVX
Chevron Corp

Energy
2.7K
+ 7.36%
$141.15 - $162.53 $381K - $438K
39.4K $5.7M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
13.2K
+ 35.78%
$23.25 - $23.56 $308K - $312K
50.3K $1.17M
SBR
Sabine Royalty Trust

Energy
4.46K
+ 1683.77%
$60.18 - $66.67 $269K - $297K
4.73K $306K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.19K
+ 5.21%
$56.06 - $61.35 $515K - $564K
185K $10.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.62K
+ 5.87%
$89.97 - $98.59 $146K - $160K
29.3K $2.78M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
11K
+ 6.89%
$25.35 - $25.53 $278K - $280K
170K $4.32M
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.34K
+ 28.04%
$114.67 - $126.49 $269K - $296K
10.7K $1.24M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.17K
+ 6.78%
$81.68 - $82.93 $340K - $346K
65.7K $5.38M
IGLB
Ishares 10+ Year Investment Gr

ETFs
5.45K
+ 338.39%
$49.36 - $53.72 $269K - $293K
7.06K $348K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.22K
+ 2.93%
$55.86 - $60.21 $180K - $194K
113K $6.47M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
24.9K
+ 235.96%
$10.2 - $10.51 $254K - $262K
35.5K $367K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
10.2K
+ 35.55%
$26.55 - $27.32 $272K - $280K
39.1K $1.04M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
3.14K
+ 536.52%
$74.89 - $84.46 $235K - $266K
3.73K $296K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
329
+ 0.66%
$105.85 - $112.84 $34.8K - $37.1K
49.9K $5.51M
AXP
American Express CO

Financial Services
313
+ 5.31%
$267.35 - $305.57 $83.7K - $95.6K
6.2K $1.84M
CMI
Cummins Inc

Industrials
205
+ 3.02%
$324.93 - $383.42 $66.6K - $78.6K
6.99K $2.44M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.2K
+ 10.26%
$38.37 - $42.82 $928K - $1.04M
260K $9.97M
MSI
Motorola Solutions, Inc.

Technology
168
+ 1.31%
$449.08 - $504.6 $75.4K - $84.8K
13K $5.99M
HFRO
Highland Income Fund\Ma

Financial Services
119K
+ 29.47%
$5.16 - $6.21 $612K - $736K
521K $2.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11.7K
+ 16.95%
$23.29 - $23.93 $273K - $281K
81K $1.9M
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