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
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.5K
+ 9.87%
$19.38 - $19.58 $243K - $246K
140K $2.71M
VO
Vanguard Mid Cap ETF

ETFs
849
+ 7.69%
$261.5 - $284.63 $222K - $242K
11.9K $3.14M
IYG
Ishares Tr

ETFs
1.11K
+ 5.38%
$70.24 - $82.34 $78K - $91.4K
21.8K $1.69M
FXO
First Tr Exchange Traded Fd Fi

ETFs
3.78K
+ 67.73%
$50.63 - $59.0 $191K - $223K
9.36K $506K
NOW
Service Now, Inc.

Technology
138
+ 31.8%
$867.18 - $1148.42 $120K - $158K
572 $606K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
10.3K
+ 2199.79%
$17.5 - $22.47 $180K - $231K
10.8K $224K
KOMP
Spdr S&P Kensho New Economies

ETFs
3.13K
+ 9.53%
$48.59 - $54.76 $152K - $171K
35.9K $1.83M
SPSB
Spdr Portfolio Short Term Corp

ETFs
11.7K
+ 3.29%
$29.77 - $30.19 $347K - $352K
366K $10.9M
FAD
First Tr Multi Cap Growth Alph

ETFs
988
+ 7.77%
$131.79 - $150.3 $130K - $148K
13.7K $1.89M
VXF
Vanguard Extended Market ETF

ETFs
516
+ 4.33%
$179.17 - $207.15 $92.5K - $107K
12.4K $2.36M
DUSA
Davis Fundamental ETF Tr

ETFs
3.73K
+ 4.48%
$40.91 - $45.07 $153K - $168K
87K $3.67M
ETSY
Etsy Inc

Consumer Cyclical
3.65K
+ 1298.93%
$47.48 - $61.61 $173K - $225K
3.93K $207K
CSCO
Cisco Systems, Inc.

Technology
96
+ 0.32%
$52.45 - $60.02 $5.04K - $5.76K
30.5K $1.81M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17K
+ 3.83%
$22.39 - $23.45 $381K - $399K
461K $10.6M
TBUX
T Rowe Price Exchange Traded F

ETFs
3.7K
+ 52.62%
$49.52 - $49.88 $183K - $184K
10.7K $531K
SCHG
Schwab Strategic Tr Us Large C

ETFs
142K
+ 287.08%
$25.93 - $105.3 $3.67M - $14.9M
191K $5.32M
PM
Philip Morris International Inc.

Consumer Defensive
1.68K
+ 8.41%
$118.38 - $133.06 $198K - $223K
21.6K $2.6M
ENB
Enbridge Inc

Energy
3.6K
+ 26.38%
$40.4 - $43.92 $145K - $158K
17.2K $731K
KMX
Carmax Inc

Consumer Cyclical
1.12K
+ 5.9%
$71.11 - $87.2 $79.6K - $97.7K
20.1K $1.64M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
615
+ 5.61%
$201.32 - $217.44 $124K - $134K
11.6K $2.4M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
5.8K
+ 5.16%
$22.06 - $22.58 $128K - $131K
118K $2.66M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.1K
+ 5.39%
$176.42 - $186.91 $194K - $206K
21.5K $3.83M
SEE
Sealed Air Corp

Consumer Cyclical
5.05K
+ 339.65%
$33.59 - $37.3 $170K - $189K
6.54K $221K
UAL
United Airlines Holdings, Inc.

Industrials
192
+ 5.27%
$55.62 - $102.44 $10.7K - $19.7K
3.83K $372K
IMFL
Invesco Ex Tr Self Indx Fd Tr
10.7K
+ 25.54%
$23.48 - $25.49 $250K - $272K
52.4K $1.23M
JCI
Johnson Controls International PLC

Industrials
830
+ 1.1%
$74.23 - $86.6 $61.6K - $71.9K
76K $6M
COP
Conocophillips

Energy
2.16K
+ 24.16%
$95.12 - $114.72 $205K - $247K
11.1K $1.1M
EMGF
Ishares Msci Emerging Markets

ETFs
3.52K
+ 1038.05%
$45.23 - $51.49 $159K - $181K
3.86K $174K
EOG
Eog Resources Inc

Energy
1.37K
+ 4.68%
$118.22 - $136.54 $162K - $187K
30.6K $3.75M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.46K
+ 63.24%
$35.45 - $40.33 $158K - $180K
11.5K $412K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
11.4K
+ 10.36%
$18.04 - $18.54 $205K - $211K
121K $2.19M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.75K
+ 7.19%
$42.33 - $43.3 $201K - $206K
70.8K $3.01M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.89K
+ 13.12%
$94.77 - $97.36 $179K - $184K
16.3K $1.56M
KRE
Spdr S&P Regional Banking ETF

ETFs
524
+ 1.76%
$54.6 - $68.9 $28.6K - $36.1K
30.3K $1.83M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.12K
+ 7.18%
$58.39 - $67.04 $65.6K - $75.4K
16.8K $1.06M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
2.88K
+ 71.49%
$47.68 - $48.67 $137K - $140K
6.91K $329K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
3.71K
+ 3.4%
$23.92 - $24.89 $88.8K - $92.4K
113K $2.77M
SHOP
Shopify Inc.

Technology
318
+ 8.48%
$78.14 - $119.49 $24.8K - $38K
4.07K $432K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.08K
+ 1.23%
$84.34 - $95.14 $90.8K - $102K
88.8K $7.75M
BSJR
Invesco Indx Tr

ETFs
5.9K
+ 49.48%
$22.37 - $22.7 $132K - $134K
17.8K $399K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
6.25K
+ 10.59%
$43.02 - $47.32 $269K - $296K
65.2K $2.82M
COIN
Coinbase Global, Inc.

Technology
457
+ 224.02%
$163.17 - $343.62 $74.6K - $157K
661 $164K
MSFT
Microsoft Corp

Technology
2.02K
+ 2.43%
$406.35 - $454.46 $822K - $919K
85.1K $35.9M
VCEL
Vericel Corp

Healthcare
2.24K
+ 826.57%
$40.05 - $59.11 $89.7K - $132K
2.51K $137K
AJG
Arthur J. Gallagher & Co.

Financial Services
275
+ 1.53%
$278.49 - $315.16 $76.6K - $86.7K
18.2K $5.18M
SRLN
Ssga Active Trust

ETFs
2.88K
+ 19.82%
$41.48 - $42.08 $119K - $121K
17.4K $725K
FM
Ishares Msci Frontier And Sele

ETFs
4.54K
+ 27.94%
$27.11 - $27.7 $123K - $126K
20.8K $564K
MCK
Mckesson Corp

Healthcare
61
+ 5.63%
$482.27 - $628.5 $29.4K - $38.3K
1.14K $651K
CWB
Spdr Bloomberg Convertible Sec

ETFs
596
+ 1.24%
$76.21 - $82.24 $45.4K - $49K
48.6K $3.79M
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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