Geneos Wealth Management Inc. New Holdings in Q4 2024

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBAI
Big Bear.Ai Holdings, Inc.

Technology
500
New
$1.38 - $4.81 $690 - $2.41K
500 $2K
PRCT
Procept Bio Robotics Corp

Healthcare
26
New
$67.27 - $99.45 $1.75K - $2.59K
26 $2K
NBHC
National Bank Holdings Corp

Financial Services
49
New
$40.09 - $51.24 $1.96K - $2.51K
49 $2K
HSC
Harsco Corp

Industrials
281
New
N/A
281 $2K
GRFS
Grifols Sa

Healthcare
274
New
$6.99 - $9.55 $1.92K - $2.62K
274 $2K
CFLT
Confluent, Inc.

Technology
76
New
$18.9 - $33.66 $1.44K - $2.56K
76 $2K
FFBC
First Financial Bancorp

Financial Services
80
New
$23.97 - $30.34 $1.92K - $2.43K
80 $2K
MATV
Schweitzer Mauduit International Inc

Basic Materials
226
New
$10.85 - $17.4 $2.45K - $3.93K
226 $2K
FMF
First Trust Managed Futures St

ETFs
52
New
$46.63 - $49.57 $2.42K - $2.58K
52 $2K
NMR
Nomura Holdings Inc

Financial Services
369
New
$5.05 - $6.25 $1.86K - $2.31K
369 $2K
SAND
Sandstorm Gold LTD

Basic Materials
500
New
$5.36 - $6.48 $2.68K - $3.24K
500 $2K
BFK
Blackrock Municipal Income Trust

Financial Services
277
New
$9.79 - $10.72 $2.71K - $2.97K
277 $2K
BGS
B&G Foods, Inc.

Consumer Defensive
371
New
$6.21 - $8.91 $2.3K - $3.31K
371 $2K
IEO
Ishares Tr

ETFs
16
New
$85.22 - $101.77 $1.36K - $1.63K
16 $1K
WRBY
Warby Parker Inc.

Healthcare
68
New
$15.04 - $25.72 $1.02K - $1.75K
68 $1K
SPTN
Spartan Nash CO

Consumer Defensive
69
New
$18.02 - $22.59 $1.24K - $1.56K
69 $1K
TRST
Trustco Bank Corp N Y

Financial Services
47
New
$31.83 - $37.96 $1.5K - $1.78K
47 $1K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
70
New
$13.3 - $21.42 $931 - $1.5K
70 $1K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
250
New
$5.23 - $5.8 $1.31K - $1.45K
250 $1K
CRUZ
ETF Ser Solutions Defiance Hot

ETFs
51
New
$22.76 - $28.0 $1.16K - $1.43K
51 $1K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
96
New
$19.11 - $21.17 $1.83K - $2.03K
96 $1K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
16
New
$104.54 - $137.94 $1.67K - $2.21K
16 $1K
PAWZ
Proshares Tr Pet Care ETF

ETFs
20
New
$54.39 - $59.67 $1.09K - $1.19K
20 $1K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
49
New
$29.11 - $41.59 $1.43K - $2.04K
49 $1K
PPLT
Abrdn Platinum ETF Trust

ETFs
20
New
N/A
20 $1K
EGO
Eldorado Gold Corp

Basic Materials
92
New
$14.7 - $18.65 $1.35K - $1.72K
92 $1K
FTS
Fortis Inc.

Utilities
43
New
$41.04 - $45.81 $1.76K - $1.97K
43 $1K
PEGA
Pegasystems Inc

Technology
18
New
$69.42 - $97.28 $1.25K - $1.75K
18 $1K
FBP
First Bancorp

Financial Services
95
New
$18.31 - $22.2 $1.74K - $2.11K
95 $1K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
200
New
$8.51 - $9.15 $1.7K - $1.83K
200 $1K
ADEA
Adeia Inc.

Technology
122
New
$11.43 - $14.61 $1.39K - $1.78K
122 $1K
HITI
High Tide Inc.

Healthcare
517
New
$2.19 - $3.53 $1.13K - $1.83K
517 $1K
EPAC
Enerpac Tool Group Corp

Industrials
44
New
$41.09 - $51.57 $1.81K - $2.27K
44 $1K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
600
New
$0.49 - $1.84 $294 - $1.1K
600 $1K
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
78
New
N/A
78 $0
LX
Lexin Fintech Holdings Ltd.

Financial Services
150
New
$2.85 - $6.32 $428 - $948
150 $0
Biohaven LTD
23
New
N/A
23 $0
Invesco Exch Trd Slf Idx Fd
240
New
N/A
240 $0
CRBG
Corebridge Financial, Inc.

Financial Services
19
New
$28.28 - $33.37 $537 - $634
19 $0
HYGV
Flexshares Tr High Yield Value

ETFs
14
New
$40.53 - $41.51 $567 - $581
14 $0
Techtarget Inc
29
New
N/A
29 $0
Proshares Tr
310
New
N/A
310 $0
Seaport Entmt Group Inc
30
New
N/A
30 $0
MISL
First Tr Exchange Traded Fd In
200
New
N/A
200 $0
NUVL
Nuvalent, Inc.

Healthcare
7
New
$77.87 - $104.93 $545 - $735
7 $0
VIV
Telefonica Brasil S.A.

Communication Services
116
New
$7.5 - $10.25 $870 - $1.19K
116 $0
GSHD
Goosehead Insurance, Inc.

Financial Services
9
New
$87.63 - $129.69 $789 - $1.17K
9 $0
ACWI
Ishares Msci Acwi ETF

ETFs
8
New
$117.05 - $123.03 $936 - $984
8 $0
Psq Holdings Inc
200
New
N/A
200 $0
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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