Geneos Wealth Management Inc. New Holdings in Q4 2025

Geneos Wealth Management Inc.

  • $3.85 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
23.6K
New
$106.25 - $112.78 $2.5M - $2.66M
23.6K $2.56M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
18.9K
New
$97.88 - $107.14 $1.85M - $2.02M
18.9K $1.99M
PNFP
Pinnacle Financial Partners Inc

Financial Services
5.22K
New
$84.38 - $93.6 $440K - $489K
5.22K $465K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
9.33K
New
$47.0 - $48.8 $439K - $455K
9.33K $448K
AAOI
Applied Optoelectronics, Inc.

Technology
17.8K
New
$20.91 - $37.22 $373K - $664K
17.8K $382K
AVDE
American Centy ETF Tr Avantis

ETFs
4.71K
New
$77.65 - $81.2 $366K - $383K
4.71K $378K
WRBY
Warby Parker Inc.

Healthcare
18.9K
New
$16.93 - $27.13 $320K - $512K
18.9K $320K
STN
Stantec Inc

Industrials
2.95K
New
$104.72 - $113.7 $309K - $335K
2.95K $312K
FTQI
First Trust ETF Vi First Trust

ETFs
8.7K
New
$20.45 - $21.07 $178K - $183K
8.7K $180K
WEN
Wendy'S CO

Consumer Cyclical
14.1K
New
$8.43 - $9.55 $119K - $135K
14.1K $121K
EWC
Ishares Msci Canada ETF

ETFs
2.18K
New
$49.72 - $51.75 $109K - $113K
2.18K $111K
DISV
Dimensional ETF Tr Dimensional

ETFs
3K
New
$35.06 - $36.3 $105K - $109K
3K $107K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
1.9K
New
$53.25 - $56.36 $101K - $107K
1.9K $103K
GBCI
Glacier Bancorp, Inc.

Financial Services
2.01K
New
$40.66 - $49.06 $81.7K - $98.6K
2.01K $85K
CMF
Ishares California Muni Bond E

ETFs
1.42K
New
$56.96 - $57.62 $80.6K - $81.5K
1.42K $81K
GIL
Gildan Activewear Inc.

Consumer Cyclical
955
New
$55.39 - $61.52 $52.9K - $58.8K
955 $55K
PRGO
Perrigo CO PLC

Healthcare
3.5K
New
$13.78 - $22.51 $48.2K - $78.8K
3.5K $48K
CE
Celanese Corp

Basic Materials
1.18K
New
$36.11 - $45.31 $42.6K - $53.5K
1.18K $45K
SHBI
Shore Bancshares Inc

Financial Services
2.73K
New
$15.21 - $16.42 $41.5K - $44.8K
2.73K $43K
TXG
10x Genomics, Inc.

Healthcare
2.35K
New
$11.47 - $17.08 $27K - $40.2K
2.35K $37K
VLY
Valley National Bancorp

Financial Services
3.37K
New
$9.72 - $11.19 $32.8K - $37.8K
3.37K $36K
DUHP
Dimensional ETF Tr Dimensional

ETFs
880
New
$37.18 - $38.47 $32.7K - $33.9K
880 $33K
PSI
Invesco Exchange Traded Fd Tr

ETFs
450
New
$68.46 - $79.06 $30.8K - $35.6K
450 $33K
PLMR
Palomar Holdings, Inc.

Financial Services
240
New
$109.9 - $132.45 $26.4K - $31.8K
240 $31K
EWJ
Ishares Msci Japan ETF

ETFs
358
New
$78.36 - $84.34 $28.1K - $30.2K
358 $30K
EWG
Ishares Msci Germany ETF

ETFs
720
New
$40.34 - $42.47 $29K - $30.6K
720 $29K
IMVT
Immunovant, Inc.

Healthcare
1K
New
N/A
1K $27K
CPER
United States Copper Index Fun

ETFs
891
New
$30.15 - $32.2 $26.9K - $28.7K
891 $27K
RDNT
Rad Net, Inc.

Healthcare
353
New
$70.6 - $83.41 $24.9K - $29.4K
353 $26K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
287
New
$90.08 - $108.94 $25.9K - $31.3K
287 $26K
SIMS
Spdr S&P Kensho Intelligent St

ETFs
600
New
$42.35 - $47.78 $25.4K - $28.7K
600 $25K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
1.33K
New
$18.35 - $18.83 $24.4K - $25.1K
1.33K $24K
FITE
Spdr S&P Kensho Future Securit

ETFs
300
New
$82.94 - $91.61 $24.9K - $27.5K
300 $24K
PJUN
Innovator U.S. Equity Power Bu

ETFs
550
New
$40.79 - $41.47 $22.4K - $22.8K
550 $22K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
3.5K
New
$5.66 - $8.91 $19.8K - $31.2K
3.5K $21K
HQY
Healthequity, Inc.

Healthcare
205
New
$87.78 - $101.77 $18K - $20.9K
205 $20K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
532
New
$37.45 - $38.85 $19.9K - $20.7K
532 $20K
DIHP
Dimensional ETF Tr Dimensional

ETFs
661
New
$30.11 - $31.43 $19.9K - $20.8K
661 $20K
FXE
Invesco Currency Shares Euro Trust

ETFs
184
New
$105.94 - $108.33 $19.5K - $19.9K
184 $19K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
411
New
$42.74 - $47.14 $17.6K - $19.4K
411 $18K
AFIF
Two Rds Shared Tr

ETFs
1.98K
New
$9.36 - $9.48 $18.5K - $18.8K
1.98K $18K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
357
New
$53.2 - $60.47 $19K - $21.6K
357 $18K
H
Hyatt Hotels Corp

Consumer Cyclical
120
New
$135.42 - $156.85 $16.3K - $18.8K
120 $18K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
319
New
$49.98 - $50.22 $15.9K - $16K
319 $15K
EXK
Endeavour Silver Corp

Basic Materials
2K
New
$7.2 - $10.15 $14.4K - $20.3K
2K $15K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
511
New
$27.64 - $32.08 $14.1K - $16.4K
511 $14K
LDI
Loan Depot, Inc.

Financial Services
4.92K
New
$2.55 - $3.58 $12.5K - $17.6K
4.92K $12K
NVT
N Vent Electric PLC

Industrials
114
New
$95.98 - $114.35 $10.9K - $13K
114 $12K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
800
New
$14.54 - $15.72 $11.6K - $12.6K
800 $11K
Activity Summary
Buys All Purchases 865 New Holdings 119 Increased Positions 746 Sells All Sells 616 Reductions 616 Sold out 0 Options Calls 0 Puts 0
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