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
CQP
Cheniere Energy Partners, L.P.

Energy
1K
+ 64.52%
$48.06 - $58.87 $48.1K - $58.9K
2.55K $135K
MANH
Manhattan Associates Inc

Technology
222
+ 255.17%
$263.36 - $309.78 $58.5K - $68.8K
309 $83K
BBUS
J P Morgan Exchg Traded Fd

ETFs
434
+ 8.41%
$102.46 - $110.17 $44.5K - $47.8K
5.6K $592K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.27K
+ 20.39%
$32.68 - $36.28 $107K - $118K
19.3K $630K
IWM
Ishares Russell 2000 ETF

ETFs
250
+ 0.85%
$216.13 - $242.4 $54K - $60.6K
29.7K $6.55M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.87K
+ 10.47%
$99.2 - $108.47 $186K - $203K
19.8K $1.97M
CME
Cme Group Inc.

Financial Services
67
+ 1.9%
$221.17 - $246.02 $14.8K - $16.5K
3.59K $833K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
635
+ 22.41%
$73.49 - $86.09 $46.7K - $54.7K
3.47K $267K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.09K
+ 26.5%
$74.68 - $81.45 $81.3K - $88.7K
5.2K $388K
APD
Air Products & Chemicals, Inc.

Basic Materials
651
+ 3.73%
$285.5 - $335.62 $186K - $218K
18.1K $5.25M
ABNB
Airbnb, Inc.

Consumer Cyclical
244
+ 5.15%
$125.36 - $147.37 $30.6K - $36K
4.98K $654K
ECL
Ecolab Inc.

Basic Materials
431
+ 19.03%
$234.32 - $261.43 $101K - $113K
2.7K $631K
SPOT
Spotify Technology S.A.

Communication Services
58
+ 17.16%
$362.95 - $502.38 $21.1K - $29.1K
396 $177K
TPHD
Timothy Plan High Divid Stk Et

ETFs
2.54K
+ 8.59%
$35.89 - $39.51 $91K - $100K
32.1K $1.17M
ORCL
Oracle Corp

Technology
765
+ 3.72%
$165.41 - $192.43 $127K - $147K
21.4K $3.56M
XPO
Xpo Logistics, Inc.

Industrials
249
+ 32.01%
$105.35 - $158.2 $26.2K - $39.4K
1.03K $134K
GDDY
Go Daddy Inc.

Technology
184
+ 50.0%
$153.16 - $209.03 $28.2K - $38.5K
552 $108K
BLDR
Builders First Source, Inc.

Industrials
528
+ 105.81%
$142.93 - $198.25 $75.5K - $105K
1.03K $146K
DFS
Discover Financial Services

Financial Services
39
+ 2.97%
$136.3 - $182.67 $5.32K - $7.12K
1.35K $234K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
1.24K
+ 33.01%
$38.17 - $42.95 $47.5K - $53.4K
5.01K $195K
TDIV
First Trust Nasdaq Technology

ETFs
708
+ 20.71%
$78.03 - $82.13 $55.2K - $58.1K
4.13K $323K
IOO
Ishares Tr Global 100 ETF

ETFs
400
+ 6.92%
$97.46 - $103.45 $39K - $41.4K
6.18K $622K
FTLS
First Tr Long/Short Equity ETF

ETFs
422
+ 4.88%
$63.1 - $67.29 $26.6K - $28.4K
9.08K $597K
PRU
Prudential Financial Inc

Financial Services
514
+ 9.41%
$114.59 - $129.52 $58.9K - $66.6K
5.98K $708K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
965
+ 159.5%
$46.48 - $51.32 $44.9K - $49.5K
1.57K $75K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
918
+ 19.47%
$50.0 - $50.27 $45.9K - $46.1K
5.63K $282K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
197
+ 0.48%
$78.43 - $87.17 $15.5K - $17.2K
41.3K $3.31M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
865
+ 238.29%
$49.03 - $53.35 $42.4K - $46.1K
1.23K $62K
IWR
Ishares Russell Mid Cap ETF

ETFs
407
+ 1.35%
$87.25 - $95.52 $35.5K - $38.9K
30.6K $2.7M
VIS
Vanguard Industrial ETF

ETFs
165
+ 1178.57%
$254.39 - $279.7 $42K - $46.2K
179 $45K
IHDG
Wisdomtree Tr

ETFs
1.68K
+ 12.12%
$43.38 - $46.0 $72.9K - $77.3K
15.5K $675K
UNM
Unum Group

Financial Services
12
+ 0.4%
$58.88 - $77.07 $707 - $925
3.02K $220K
OEF
Ishares S&P 100 ETF

ETFs
159
+ 274.14%
N/A
217 $57K
MAIN
Main Street Capital Corp

Financial Services
500
+ 37.57%
$49.95 - $58.58 $25K - $29.3K
1.83K $107K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
262
+ 6.46%
$100.18 - $109.1 $26.2K - $28.6K
4.32K $452K
EQT
Eqt Corp

Energy
85
+ 2.16%
$35.62 - $46.89 $3.03K - $3.99K
4.03K $185K
GLBE
Global E Online Ltd.

Consumer Cyclical
748
+ 1968.42%
$35.95 - $57.07 $26.9K - $42.7K
786 $42K
CGUS
Capital Group Core Equity ETF
1.14K
+ 110.97%
$33.96 - $36.24 $38.8K - $41.4K
2.17K $75K
TPIF
Timothy Plan Intl ETF (De)

ETFs
1.99K
+ 36.19%
$26.38 - $28.72 $52.4K - $57K
7.47K $198K
HYHG
Proshares High Yield Interest

ETFs
537
+ 9.2%
$64.27 - $65.97 $34.5K - $35.4K
6.37K $417K
URI
United Rentals, Inc.

Industrials
724
+ 16.15%
$704.44 - $880.32 $510K - $637K
5.21K $3.67M
CFG
Citizens Financial Group Inc

Financial Services
519
+ 9.86%
$39.92 - $48.46 $20.7K - $25.2K
5.78K $253K
OXLC
Oxford Lane Capital Corp.

Financial Services
23.3K
+ 4.63%
$5.05 - $5.45 $118K - $127K
527K $2.67M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
702
+ 102.03%
$48.43 - $52.86 $34K - $37.1K
1.39K $69K
SNOW
Snowflake Inc.

Technology
230
+ 1437.5%
$109.65 - $186.51 $25.2K - $42.9K
246 $37K
ETR
Entergy Corp

Utilities
1.57K
+ 105.8%
$73.19 - $156.4 $115K - $246K
3.05K $231K
CCJ
Cameco Corp

Energy
56
+ 0.64%
$48.64 - $61.14 $2.72K - $3.42K
8.76K $450K
DOV
Dover Corp

Industrials
637
+ 3.09%
$184.72 - $206.51 $118K - $132K
21.2K $3.98M
MGK
Vanguard Mega Cap Growth ETF

ETFs
46
+ 5.28%
$316.94 - $357.88 $14.6K - $16.5K
917 $314K
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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