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
SAP
Sap Se

Technology
14
+ 1.52%
$218.13 - $255.54 $3.05K - $3.58K
938 $230K
MGC
Vanguard Mega Cap ETF

ETFs
64
+ 6.63%
$204.21 - $220.18 $13.1K - $14.1K
1.03K $218K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
526
+ 7.79%
$51.58 - $52.91 $27.1K - $27.8K
7.28K $376K
TTE
Total Energies Se

Energy
276
+ 5.18%
N/A
5.6K $384K
SNA
Snap On Inc

Industrials
1
+ 0.27%
$285.44 - $371.35 $285 - $371
373 $126K
FVD
First Tr Value Line Divid Inde

ETFs
3.4K
+ 4.87%
$43.4 - $46.7 $147K - $159K
73.1K $3.19M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.03K
+ 45.35%
$20.04 - $22.53 $20.6K - $23.2K
3.3K $66K
NFG
National Fuel Gas CO

Energy
280
+ 4.98%
$58.89 - $64.23 $16.5K - $18K
5.91K $358K
HAL
Halliburton CO

Energy
1.32K
+ 14.07%
$25.77 - $31.99 $34.1K - $42.4K
10.7K $291K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
235
+ 150.64%
$81.34 - $96.75 $19.1K - $22.7K
391 $31K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
335
+ 164.22%
$55.45 - $61.08 $18.6K - $20.5K
539 $29K
EVGO
E Vgo Inc.

Consumer Cyclical
4K
+ 205.13%
$3.84 - $8.92 $15.4K - $35.7K
5.95K $24K
DNP
Dnp Select Income Fund Inc

Financial Services
2.32K
+ 62.81%
$8.82 - $9.96 $20.5K - $23.1K
6.02K $53K
EBAY
Ebay Inc

Consumer Cyclical
667
+ 8.26%
$57.51 - $67.17 $38.4K - $44.8K
8.74K $541K
SLV
I Shares Silver Trust

ETFs
2.89K
+ 10.08%
$26.33 - $31.74 $76K - $91.7K
31.5K $830K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.43K
+ 6.37%
$43.84 - $48.76 $150K - $167K
57.2K $2.52M
AME
Ametek Inc

Industrials
70
+ 42.94%
$165.89 - $197.38 $11.6K - $13.8K
233 $42K
AVLV
American Centy ETF Tr Avantis
220
+ 55.0%
$65.51 - $71.22 $14.4K - $15.7K
620 $41K
LCID
Lucid Group, Inc.

Consumer Cyclical
7.08K
+ 55.45%
$2.01 - $3.44 $14.2K - $24.4K
19.8K $59K
IYM
Ishares Tr

ETFs
310
+ 25.24%
$129.15 - $153.25 $40K - $47.5K
1.54K $199K
STWD
Starwood Property Trust, Inc.

Real Estate
734
+ 407.78%
$18.95 - $20.37 $13.9K - $15K
914 $17K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
300
+ 3.95%
N/A
7.9K $362K
RPM
Rpm International Inc

Basic Materials
103
+ 15.65%
$120.09 - $140.26 $12.4K - $14.4K
761 $93K
BTI
British American Tobacco P.L.C.

Consumer Defensive
388
+ 17.78%
$34.25 - $37.94 $13.3K - $14.7K
2.57K $93K
VGLT
Vanguard Long Term Treasury Et

ETFs
318
+ 50.88%
$55.1 - $61.74 $17.5K - $19.6K
943 $52K
HUBS
Hubspot Inc

Technology
5
+ 8.47%
$514.07 - $757.4 $2.57K - $3.79K
64 $44K
INTU
Intuit Inc

Technology
8
+ 0.8%
$602.01 - $706.25 $4.82K - $5.65K
1.01K $637K
MET
Metlife Inc

Financial Services
176
+ 5.77%
$78.15 - $88.25 $13.8K - $15.5K
3.23K $264K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.76%
$229.85 - $335.91 $230 - $336
133 $43K
RWO
Spdr Dow Jones Global Real Est

ETFs
343
+ 159.53%
$42.41 - $47.31 $14.5K - $16.2K
558 $23K
FAST
Fastenal CO

Industrials
166
+ 8.87%
$69.99 - $84.35 $11.6K - $14K
2.04K $146K
OMF
One Main Holdings, Inc.

Financial Services
60
+ 3.24%
$45.27 - $57.43 $2.72K - $3.45K
1.91K $99K
QDPL
Pacer Fds Tr Metaurus Us Large
300
+ 32.12%
$37.54 - $40.11 $11.3K - $12K
1.23K $47K
GLW
Corning Inc

Technology
19
+ 0.4%
$44.11 - $49.76 $838 - $945
4.74K $225K
PH
Parker Hannifin Corp

Industrials
7
+ 0.39%
$621.74 - $709.46 $4.35K - $4.97K
1.82K $1.15M
ILCB
Ishares Morningstar U.S. Equit

ETFs
76
+ 2.43%
$78.43 - $84.56 $5.96K - $6.43K
3.2K $259K
TGTX
Tg Therapeutics, Inc.

Healthcare
300
+ 70.92%
$21.31 - $35.09 $6.39K - $10.5K
723 $21K
NOG
Northern Oil & Gas, Inc.

Energy
18
+ 0.27%
$35.57 - $43.49 $640 - $783
6.6K $245K
VMC
Vulcan Materials CO

Basic Materials
36
+ 16.51%
$237.95 - $292.31 $8.57K - $10.5K
254 $65K
GLOB
Globant S.A.

Technology
52
+ 167.74%
$193.45 - $236.83 $10.1K - $12.3K
83 $17K
DFNL
Davis Fundamental ETF Tr

ETFs
12
+ 0.13%
$36.31 - $41.34 $436 - $496
9.48K $361K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
255
+ 566.67%
$40.26 - $42.88 $10.3K - $10.9K
300 $12K
AZO
Autozone Inc

Consumer Cyclical
3
+ 12.0%
$2981.19 - $3370.27 $8.94K - $10.1K
28 $89K
MT
Arcelor Mittal

Basic Materials
536
+ 89.63%
$22.93 - $26.51 $12.3K - $14.2K
1.13K $26K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
361
+ 3.13%
$77.86 - $79.27 $28.1K - $28.6K
11.9K $926K
HYG
Ishares Tr

ETFs
425
+ 3.16%
$78.09 - $80.04 $33.2K - $34K
13.9K $1.09M
APH
Amphenol Corp

Technology
37
+ 1.98%
$62.07 - $75.35 $2.3K - $2.79K
1.91K $132K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.83K
+ 5.28%
$34.04 - $35.66 $62.2K - $65.2K
36.4K $1.25M
HEFA
Ishares Currency Hedged Msci E

ETFs
285
+ 182.69%
$34.42 - $35.88 $9.81K - $10.2K
441 $15K
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