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
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
1.58K
+ 81.87%
$21.34 - $21.82 $33.7K - $34.5K
3.51K $75K
FYC
First Trust Small Cap Growth A

ETFs
87
+ 1.08%
$72.19 - $84.64 $6.28K - $7.36K
8.15K $631K
IBB
Ishares Biotechnology ETF

ETFs
300
+ 52.36%
$131.21 - $148.85 $39.4K - $44.7K
873 $115K
BR
Broadridge Financial Solutions, Inc.

Technology
65
+ 4.3%
$209.64 - $236.44 $13.6K - $15.4K
1.58K $356K
IP
International Paper CO

Consumer Cyclical
83
+ 1.56%
$46.64 - $59.57 $3.87K - $4.94K
5.41K $291K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.39K
+ 6.8%
$23.63 - $26.47 $56.4K - $63.2K
37.5K $890K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
465
+ 6.28%
$90.74 - $103.94 $42.2K - $48.3K
7.87K $718K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
498
+ 3.14%
N/A
16.4K $1.02M
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.07K
+ 214.8%
$25.8 - $28.97 $27.7K - $31.1K
1.57K $43K
LIT
Global X Fds Global X Lithium

ETFs
864
+ 50.0%
$40.78 - $48.97 $35.2K - $42.3K
2.59K $105K
TRV
Travelers Companies, Inc.

Financial Services
35
+ 1.2%
$225.97 - $266.66 $7.91K - $9.33K
2.96K $712K
PDI
Pimco Dynamic Income Fund

Financial Services
2.6K
+ 25.41%
$18.33 - $20.85 $47.7K - $54.2K
12.8K $235K
BITO
Proshares Tr Bitcoin Strategy

ETFs
464
+ 9.26%
$16.99 - $27.42 $7.88K - $12.7K
5.47K $124K
CGXU
Capital Group Intl Focus Equit

ETFs
1.26K
+ 81.27%
$24.67 - $26.94 $31K - $33.9K
2.81K $69K
TFC
Truist Financial Corp

Financial Services
437
+ 3.2%
$41.51 - $48.1 $18.1K - $21K
14.1K $610K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
557
+ 4.13%
$44.2 - $49.46 $24.6K - $27.5K
14.1K $643K
CINF
Cincinnati Financial Corp

Financial Services
24
+ 0.77%
$132.86 - $160.16 $3.19K - $3.84K
3.14K $450K
MP
Mp Materials Corp.

Basic Materials
1.85K
+ 205.44%
$15.6 - $23.11 $28.8K - $42.7K
2.75K $42K
FXN
First Tr Exchange Traded Fd Fi

ETFs
1.6K
+ 43.5%
$15.42 - $18.08 $24.7K - $29K
5.29K $86K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
238
+ 119.0%
$119.34 - $127.78 $28.4K - $30.4K
438 $52K
AI
C3.Ai, Inc.

Technology
555
+ 72.36%
$22.6 - $42.94 $12.5K - $23.8K
1.32K $45K
CGGO
Capital Group Global Growth Eq

ETFs
972
+ 73.03%
$29.21 - $30.67 $28.4K - $29.8K
2.3K $67K
AFRM
Affirm Holdings, Inc.

Technology
410
+ 356.52%
$38.48 - $72.86 $15.8K - $29.9K
525 $31K
WRB
Berkley W R Corp

Financial Services
395
+ 23.01%
$56.48 - $64.94 $22.3K - $25.7K
2.11K $123K
OLED
Universal Display Corp Pa

Technology
232
+ 185.6%
$146.2 - $213.81 $33.9K - $49.6K
357 $52K
PNC
Pnc Financial Services Group, Inc.

Financial Services
38
+ 1.62%
$178.39 - $215.0 $6.78K - $8.17K
2.38K $459K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
141
+ 2.44%
$72.18 - $81.41 $10.2K - $11.5K
5.91K $446K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
99
+ 22.5%
$131.85 - $172.52 $13.1K - $17.1K
539 $88K
PPA
Invesco Exchange Traded Fd Tr

ETFs
228
+ 9.58%
$113.79 - $124.5 $25.9K - $28.4K
2.61K $299K
LNG
Cheniere Energy, Inc.

Energy
43
+ 10.31%
$181.07 - $225.92 $7.79K - $9.71K
460 $98K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
611
+ 32.09%
$63.27 - $70.31 $38.7K - $43K
2.52K $159K
MUB
Ishares National Muni Bond ETF

ETFs
1.06K
+ 2.48%
$105.78 - $108.7 $112K - $116K
44K $4.69M
FRPT
Freshpet, Inc.

Consumer Defensive
151
+ 302.0%
$132.54 - $156.76 $20K - $23.7K
201 $29K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
156
+ 11.85%
$124.61 - $133.96 $19.4K - $20.9K
1.47K $189K
LFUS
Littelfuse Inc

Technology
105
+ 181.03%
$233.99 - $262.18 $24.6K - $27.5K
163 $38K
DFSD
Dimensional ETF Tr Short Durat

ETFs
618
+ 8.38%
$46.75 - $47.8 $28.9K - $29.5K
7.99K $374K
DDOG
Datadog, Inc.

Technology
33
+ 5.31%
$113.98 - $168.65 $3.76K - $5.57K
654 $93K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
143
+ 1.22%
$11.18 - $13.68 $1.6K - $1.96K
11.9K $150K
MPLX
Mplx LP

Energy
409
+ 56.34%
$43.77 - $51.66 $17.9K - $21.1K
1.14K $54K
CGDV
Capital Group Divid Value ETF

ETFs
869
+ 11.51%
$35.16 - $37.12 $30.6K - $32.3K
8.42K $296K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.11K
+ 13.01%
$27.8 - $29.05 $31K - $32.4K
9.68K $269K
TM
Toyota Motor Corp

Consumer Cyclical
51
+ 7.68%
$169.2 - $199.52 $8.63K - $10.2K
715 $139K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
2.8K
+ 37.25%
$8.57 - $9.34 $24K - $26.2K
10.3K $90K
WLKP
Westlake Chemical Partners LP

Basic Materials
812
+ 32.16%
$22.29 - $24.1 $18.1K - $19.6K
3.34K $77K
LVS
Las Vegas Sands Corp

Consumer Cyclical
389
+ 38.9%
$47.96 - $55.17 $18.7K - $21.5K
1.39K $71K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
730
+ 22.29%
$37.83 - $40.57 $27.6K - $29.6K
4.01K $151K
XSMO
Invesco S&P Smallcap Momentum

ETFs
374
+ 0.63%
$65.08 - $73.72 $24.3K - $27.6K
59.5K $3.94M
PCEF
Invesco Cef Income Composite E

ETFs
2.19K
+ 5.36%
$19.05 - $19.86 $41.7K - $43.4K
43K $824K
ROKU
Roku, Inc

Communication Services
270
+ 369.86%
$64.08 - $84.12 $17.3K - $22.7K
343 $25K
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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