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
SPAB
Spdr Portfolio Aggregate Bond

ETFs
13.5K
+ 6.76%
$24.94 - $26.14 $336K - $352K
212K $5.31M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
7.73K
+ 6.87%
$20.08 - $20.61 $155K - $159K
120K $2.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.66K
+ 2.91%
$61.68 - $67.87 $102K - $112K
58.5K $3.64M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.6K
+ 27.57%
$56.61 - $61.63 $147K - $160K
12K $682K
IYW
Ishares Dj Us Tech ETF

ETFs
119
+ 1.19%
$148.14 - $166.23 $17.6K - $19.8K
10.1K $1.61M
VRT
Vertiv Holdings CO

Industrials
1.12K
+ 108.04%
N/A
2.15K $186K
BX
Blackstone Inc.

Financial Services
3
+ 0.06%
$148.45 - $199.05 $445 - $597
4.94K $852K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.08K
+ 3.0%
$100.22 - $100.73 $108K - $109K
37.1K $3.73M
GRMN
Garmin LTD

Technology
49
+ 1.74%
$161.91 - $220.77 $7.93K - $10.8K
2.86K $590K
KNSL
Kinsale Capital Group, Inc.

Financial Services
202
+ 219.57%
$424.05 - $524.22 $85.7K - $106K
294 $136K
HYLS
First Tr Tactical High Yield L

ETFs
2.96K
+ 6.23%
$41.29 - $42.03 $122K - $124K
50.4K $2.08M
PTF
Invesco Exchange Traded Fd Tr

ETFs
769
+ 20.39%
$62.32 - $80.47 $47.9K - $61.9K
4.54K $329K
MARA
Marathon Digital Holdings, Inc.

Financial Services
3.92K
+ 116.31%
N/A
7.28K $164K
AUSF
Global X Fds Adaptive U S Fact

ETFs
2.16K
+ 68.55%
$41.71 - $45.09 $90K - $97.3K
5.31K $222K
DFUS
Dimensional ETF Tr U S Equity

ETFs
982
+ 6.32%
$61.52 - $66.5 $60.4K - $65.3K
16.5K $1.05M
IVT
Inven Trust Properties Corp.

Real Estate
1.91K
+ 12.32%
$28.52 - $31.3 $54.5K - $59.8K
17.4K $524K
PWR
Quanta Services, Inc.

Industrials
29
+ 0.7%
$296.05 - $346.6 $8.59K - $10.1K
4.17K $1.32M
WWD
Woodward, Inc.

Industrials
500
+ 5555.56%
$159.67 - $187.29 $79.8K - $93.6K
509 $84K
FTHI
First Trust Exchange Traded Fd

ETFs
3.25K
+ 13.26%
$22.89 - $24.02 $74.5K - $78.2K
27.8K $646K
TSN
Tyson Foods, Inc.

Consumer Defensive
3.66K
+ 6.03%
$57.14 - $64.54 $209K - $236K
64.4K $3.7M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.34K
+ 45.64%
$36.54 - $37.53 $85.6K - $87.9K
7.47K $274K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.46K
+ 14.99%
$23.25 - $23.37 $80.5K - $80.9K
26.6K $619K
BSCV
Invesco ETF Self Indexed Fd Tr
5.25K
+ 49.72%
$16.02 - $16.72 $84.1K - $87.8K
15.8K $253K
ACN
Accenture PLC

Technology
284
+ 2.15%
$343.9 - $376.86 $97.7K - $107K
13.5K $4.75M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
847
+ 61.16%
$93.52 - $95.37 $79.2K - $80.8K
2.23K $209K
URA
Global X Uranium ETF

ETFs
5.57K
+ 13.81%
$26.78 - $33.46 $149K - $186K
45.9K $1.23M
BK
Bank Of New York Mellon Corp

Financial Services
400
+ 4.35%
$70.82 - $81.87 $28.3K - $32.7K
9.59K $736K
HOOD
Robinhood Markets, Inc.

Technology
36
+ 0.66%
$22.33 - $43.2 $804 - $1.56K
5.46K $203K
ZS
Zscaler, Inc.

Technology
156
+ 3.31%
$166.99 - $211.99 $26.1K - $33.1K
4.87K $878K
EPD
Enterprise Products Partners L.P.

Energy
512
+ 2.04%
$28.66 - $34.43 $14.7K - $17.6K
25.7K $804K
RIOT
Riot Blockchain, Inc.

Technology
6.78K
+ 2712.4%
$7.08 - $14.97 $48K - $102K
7.03K $71K
ARCC
Ares Capital Corp

Financial Services
970
+ 1.92%
$20.74 - $22.27 $20.1K - $21.6K
51.5K $1.13M
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.31K
+ 14.13%
$30.67 - $30.84 $70.7K - $71.1K
18.6K $572K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2K
+ 2.28%
$50.37 - $50.6 $101K - $101K
89.7K $4.52M
EVRG
Evergy, Inc.

Utilities
1.12K
+ 71.34%
$59.06 - $65.0 $65.9K - $72.5K
2.68K $164K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.04%
$370.24 - $418.94 $370 - $419
2.58K $1.03M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
2.84K
+ 7.23%
$37.25 - $39.23 $106K - $111K
42.1K $1.57M
XEL
Xcel Energy Inc

Utilities
290
+ 1.33%
$62.16 - $72.92 $18K - $21.1K
22.1K $1.49M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.36K
+ 79.29%
$51.33 - $53.74 $70K - $73.2K
3.08K $158K
ILCV
Ishares Morningstar Value ETF

ETFs
830
+ 77.57%
$80.23 - $85.43 $66.6K - $70.9K
1.9K $153K
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.09K
+ 35.09%
$36.5 - $53.22 $39.9K - $58.2K
4.21K $181K
SJNK
Spdr Bloomberg Short Term High

ETFs
3.01K
+ 13.17%
$25.09 - $25.69 $75.4K - $77.2K
25.8K $652K
AVUV
American Centy ETF Tr Avantis

ETFs
642
+ 33.4%
$94.37 - $106.41 $60.6K - $68.3K
2.56K $247K
MGV
Vanguard Mega Cap Value

ETFs
514
+ 64.9%
$124.06 - $133.48 $63.8K - $68.6K
1.31K $163K
DWM
Wisdomtree Tr

ETFs
3.27K
+ 14.41%
$52.54 - $57.11 $172K - $187K
25.9K $1.37M
DAL
Delta Air Lines, Inc.

Industrials
553
+ 19.42%
$47.46 - $65.77 $26.2K - $36.4K
3.4K $205K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.67K
+ 3.68%
$19.42 - $19.76 $90.7K - $92.3K
132K $2.57M
CELH
Celsius Holdings, Inc.

Consumer Defensive
5.22K
+ 34.01%
$25.66 - $34.91 $134K - $182K
20.6K $541K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.57K
+ 28.01%
$46.07 - $48.17 $72.2K - $75.5K
7.16K $329K
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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