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
GTO
Invesco Actively Managed ETF T

ETFs
210
+ 10.63%
$46.33 - $48.41 $9.73K - $10.2K
2.19K $101K
MTDR
Matador Resources CO

Energy
100
+ 109.89%
$50.33 - $60.91 $5.03K - $6.09K
191 $10K
TROW
Price T Rowe Group Inc

Financial Services
8
+ 0.69%
$106.48 - $124.69 $852 - $998
1.16K $131K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
1.18K
+ 2.94%
$19.42 - $19.79 $22.9K - $23.3K
41.2K $802K
WOLF
Wolfspeed, Inc.

Technology
1.03K
+ 599.42%
$6.44 - $16.2 $6.6K - $16.6K
1.2K $7K
LEA
Lear Corp

Consumer Cyclical
88
+ 38.94%
$92.95 - $108.96 $8.18K - $9.59K
314 $29K
AB
Alliancebernstein Holding L.P.

Financial Services
23
+ 1.2%
$34.59 - $38.68 $796 - $890
1.94K $71K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.29%
$260.27 - $280.65 $521 - $561
686 $185K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
100
+ 2.55%
$47.5 - $47.86 $4.75K - $4.79K
4.02K $191K
TTWO
Take Two Interactive Software Inc

Communication Services
3
+ 2.21%
$147.66 - $190.46 $443 - $571
139 $25K
ILMN
Illumina, Inc.

Healthcare
36
+ 14.63%
$128.99 - $155.15 $4.64K - $5.59K
282 $37K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
197
+ 10.9%
$30.68 - $33.12 $6.04K - $6.52K
2K $61K
LNC
Lincoln National Corp

Financial Services
150
+ 65.5%
$30.46 - $36.84 $4.57K - $5.53K
379 $12K
WHR
Whirlpool Corp

Consumer Cyclical
6
+ 0.92%
$99.28 - $124.45 $596 - $747
655 $74K
PPL
Ppl Corp

Utilities
243
+ 5.22%
$31.47 - $35.0 $7.65K - $8.51K
4.9K $159K
SGH
Smart Global Holdings, Inc.

Technology
400
+ 88.11%
$15.03 - $20.85 $6.01K - $8.34K
854 $14K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
57
+ 2.62%
$12.27 - $15.41 $699 - $878
2.23K $32K
GMED
Globus Medical Inc

Healthcare
50
+ 44.25%
$69.79 - $85.61 $3.49K - $4.28K
163 $13K
KEX
Kirby Corp

Industrials
51
+ 141.67%
$104.14 - $130.55 $5.31K - $6.66K
87 $9K
MCO
Moodys Corp

Financial Services
10
+ 3.69%
$454.04 - $500.88 $4.54K - $5.01K
281 $133K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
619
+ 11.35%
$58.88 - $64.8 $36.4K - $40.1K
6.07K $357K
BNTX
Bio N Tech Se

Healthcare
46
+ 460.0%
$99.72 - $122.68 $4.59K - $5.64K
56 $6K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
23
+ 5.23%
$125.5 - $148.67 $2.89K - $3.42K
463 $61K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
258
+ 2.48%
$24.19 - $24.63 $6.24K - $6.35K
10.7K $258K
TER
Teradyne, Inc

Technology
42
+ 23.6%
$102.58 - $133.62 $4.31K - $5.61K
220 $27K
PIPR
Piper Sandler Companies

Financial Services
9
+ 8.41%
$280.53 - $348.81 $2.52K - $3.14K
116 $34K
DBX
Dropbox, Inc.

Technology
75
+ 32.61%
$25.05 - $30.8 $1.88K - $2.31K
305 $9K
LITE
Lumentum Holdings Inc.

Technology
23
+ 20.18%
$61.49 - $94.9 $1.41K - $2.18K
137 $11K
DECK
Deckers Outdoor Corp

Consumer Cyclical
6
+ 8.33%
$152.04 - $211.12 $912 - $1.27K
78 $15K
INCY
Incyte Corp

Healthcare
56
+ 50.0%
$65.08 - $83.38 $3.64K - $4.67K
168 $11K
CBRE
Cbre Group, Inc.

Real Estate
12
+ 4.71%
$119.22 - $140.71 $1.43K - $1.69K
267 $35K
MAN
Manpower Group Inc.

Industrials
84
+ 92.31%
$56.82 - $74.28 $4.77K - $6.24K
175 $10K
FICO
Fair Isaac Corp

Technology
2
+ 15.38%
$1911.01 - $2382.4 $3.82K - $4.76K
15 $29K
AGYS
Agilysys Inc

Technology
17
+ 25.37%
$98.38 - $141.74 $1.67K - $2.41K
84 $11K
VERX
Vertex, Inc.

Technology
44
+ 40.37%
$39.21 - $56.92 $1.73K - $2.5K
153 $8K
IRBO
Ishares Robotics & Artificial

ETFs
140
+ 5.6%
N/A
2.64K $84K
STKL
Sun Opta Inc.

Consumer Defensive
500
+ 271.74%
$5.72 - $7.89 $2.86K - $3.95K
684 $5K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
58
+ 9.76%
$74.71 - $79.24 $4.33K - $4.6K
652 $50K
ESTA
Establishment Labs Holdings Inc.

Healthcare
96
+ 290.91%
$37.51 - $48.81 $3.6K - $4.69K
129 $5K
CROX
Crocs, Inc.

Consumer Cyclical
37
+ 336.36%
$96.51 - $141.93 $3.57K - $5.25K
48 $5K
IOSP
Innospec Inc.

Basic Materials
36
+ 171.43%
$107.78 - $124.9 $3.88K - $4.5K
57 $6K
CACI
Caci International Inc

Technology
9
+ 39.13%
N/A
32 $13K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
217
+ 48.87%
$18.2 - $19.3 $3.95K - $4.19K
661 $12K
IDA
Idacorp Inc

Utilities
1
+ 0.19%
$100.11 - $118.96 $100 - $119
524 $57K
BBSC
Jp Morgan Exc Trd Tr Betabuild
54
+ 7.05%
$65.65 - $74.87 $3.55K - $4.04K
820 $55K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
49.7K
+ 209.91%
$26.93 - $84.95 $1.34M - $4.22M
73.4K $2.01M
MASI
Masimo Corp

Healthcare
14
+ 116.67%
$132.43 - $177.7 $1.85K - $2.49K
26 $4K
ORI
Old Republic International Corp

Financial Services
14
+ 0.61%
$34.4 - $38.98 $482 - $546
2.3K $83K
RDNT
Rad Net, Inc.

Healthcare
38
+ 92.68%
$64.99 - $86.38 $2.47K - $3.28K
79 $5K
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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