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
PFL
Pimco Income Strategy Fund

Financial Services
1.44K
+ 11.63%
$8.27 - $8.77 $11.9K - $12.6K
13.8K $115K
CTVA
Corteva, Inc.

Basic Materials
281
+ 9.27%
$55.21 - $64.13 $15.5K - $18K
3.31K $188K
EXEL
Exelixis, Inc.

Healthcare
166
+ 30.91%
$25.39 - $36.46 $4.21K - $6.05K
703 $23K
ISCG
Ishares Morningstar Small Cap

ETFs
199
+ 105.85%
$48.22 - $54.03 $9.6K - $10.8K
387 $19K
VFH
Vanguard Financial ETF

ETFs
47
+ 7.28%
$108.87 - $126.2 $5.12K - $5.93K
693 $81K
EGP
Eastgroup Properties Inc

Real Estate
60
+ 1500.0%
$158.74 - $185.14 $9.52K - $11.1K
64 $10K
ARGX
Argenx Se

Healthcare
14
+ 350.0%
$520.52 - $638.33 $7.29K - $8.94K
18 $11K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
45
+ 17.11%
$174.04 - $205.27 $7.83K - $9.24K
308 $55K
MUST
Columbia ETF Tr I Multi Sector

ETFs
500
+ 15.38%
$20.25 - $20.87 $10.1K - $10.4K
3.75K $76K
TXT
Textron Inc

Industrials
239
+ 32.97%
$75.82 - $90.32 $18.1K - $21.6K
964 $73K
LQD
Ishares Iboxx $ Investment Gra

ETFs
225
+ 9.17%
$106.56 - $113.11 $24K - $25.4K
2.68K $286K
KKR
Kkr & Co. Inc.

Financial Services
36
+ 19.89%
$129.87 - $162.87 $4.68K - $5.86K
217 $32K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
514
+ 25.51%
$14.65 - $15.8 $7.53K - $8.12K
2.53K $38K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
247
+ 38.71%
$37.86 - $39.07 $9.35K - $9.65K
885 $33K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
76
+ 8.26%
$93.27 - $105.01 $7.09K - $7.98K
996 $95K
FE
Firstenergy Corp

Utilities
904
+ 15.1%
$39.14 - $44.52 $35.4K - $40.2K
6.89K $274K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
4
+ 1.07%
$193.7 - $235.05 $775 - $940
378 $86K
EXLS
Exl Service Holdings, Inc.

Technology
121
+ 36.67%
$38.1 - $47.02 $4.61K - $5.69K
451 $20K
INGR
Ingredion Inc

Consumer Defensive
58
+ 5.41%
$132.76 - $154.86 $7.7K - $8.98K
1.13K $155K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
339
+ 4.01%
$22.04 - $22.59 $7.47K - $7.66K
8.8K $195K
CMA
Comerica Inc

Financial Services
117
+ 38.49%
$57.88 - $72.73 $6.77K - $8.51K
421 $26K
NTAP
Net App, Inc.

Technology
100
+ 22.27%
$115.31 - $131.11 $11.5K - $13.1K
549 $63K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
153
+ 6.27%
$63.01 - $68.55 $9.64K - $10.5K
2.6K $164K
WSBC
Wesbanco Inc

Financial Services
186
+ 22.85%
$28.7 - $36.45 $5.34K - $6.78K
1K $32K
RGLD
Royal Gold Inc

Basic Materials
67
+ 84.81%
$131.05 - $154.26 $8.78K - $10.3K
146 $19K
CM
Canadian Imperial Bank Of Commerce

Financial Services
72
+ 4.18%
$59.58 - $67.31 $4.29K - $4.85K
1.79K $113K
CTRA
Coterra Energy Inc.

Energy
31
+ 0.63%
$22.71 - $27.63 $704 - $857
4.97K $126K
FOX
Fox Corp Cl B (De)

Communication Services
78
+ 11.8%
$38.0 - $47.15 $2.96K - $3.68K
739 $33K
ADI
Analog Devices Inc

Technology
306
+ 9.51%
$206.35 - $236.48 $63.1K - $72.4K
3.53K $748K
AEM
Agnico Eagle Mines LTD

Basic Materials
100
+ 76.92%
$75.99 - $88.85 $7.6K - $8.89K
230 $17K
FITB
Fifth Third Bancorp

Financial Services
246
+ 4.7%
$41.76 - $48.44 $10.3K - $11.9K
5.48K $231K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
350
+ 1.1%
$23.02 - $23.23 $8.06K - $8.13K
32.1K $739K
TXN
Texas Instruments Inc

Technology
39
+ 0.9%
N/A
4.38K $852K
DTM
Dt Midstream, Inc.

Energy
2
+ 0.64%
$78.85 - $108.56 $158 - $217
313 $31K
GWRE
Guidewire Software, Inc.

Technology
45
+ 264.71%
$168.58 - $207.12 $7.59K - $9.32K
62 $10K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
179
+ 21.23%
$40.82 - $45.39 $7.31K - $8.12K
1.02K $42K
AON
Aon PLC

Financial Services
3
+ 0.7%
$344.14 - $393.31 $1.03K - $1.18K
430 $154K
AOR
Ishares Tr Core Growth Allocat

ETFs
189
+ 11.16%
$57.32 - $59.66 $10.8K - $11.3K
1.88K $107K
OZK
Bank Ozk

Financial Services
117
+ 15.46%
$41.39 - $50.55 $4.84K - $5.91K
874 $38K
SLB
Schlumberger Limited

Energy
4.6K
+ 9.75%
$36.83 - $45.59 $170K - $210K
51.8K $1.99M
TRP
Tc Energy Corp

Energy
123
+ 25.68%
$44.03 - $50.23 $5.42K - $6.18K
602 $28K
PEAK
Healthpeak Properties, Inc.

Real Estate
278
+ 5.27%
N/A
5.55K $105K
WAL
Western Alliance Bancorporation

Financial Services
74
+ 284.62%
$80.51 - $96.1 $5.96K - $7.11K
100 $8K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
728
+ 74.82%
$9.25 - $10.62 $6.73K - $7.73K
1.7K $16K
TREX
Trex CO Inc

Industrials
27
+ 1.52%
$62.94 - $79.88 $1.7K - $2.16K
1.81K $124K
BWXT
Bwx Technologies, Inc.

Industrials
26
+ 2.34%
$111.39 - $133.28 $2.9K - $3.47K
1.14K $126K
WBS
Webster Financial Corp

Financial Services
21
+ 3.57%
$44.33 - $62.82 $931 - $1.32K
610 $33K
DVN
Devon Energy Corp

Energy
1.71K
+ 22.09%
$30.52 - $42.96 $52.3K - $73.6K
9.47K $309K
PSTG
Pure Storage, Inc.

Technology
20
+ 4.0%
$48.19 - $66.6 $964 - $1.33K
520 $31K
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