Geneos Wealth Management Inc. Sells in Q3 2024

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CHD
Church & Dwight CO Inc

Consumer Defensive
-113
- 14.12%
$98.01 - $106.59 $11.1K - $12K
687 $71K
LFUS
Littelfuse Inc

Technology
-44
- 43.14%
$233.9 - $274.34 $10.3K - $12.1K
58 $15K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-250
- 39.87%
$54.31 - $61.04 $13.6K - $15.3K
377 $23K
DNL
Wiswisdomtree Tr

ETFs
-331
- 5.79%
$36.65 - $40.81 $12.1K - $13.5K
5.38K $212K
CHGG
Chegg, Inc

Consumer Defensive
-102
- 1.5%
$1.63 - $3.72 $166 - $379
6.7K $11K
MSM
Msc Industrial Direct CO Inc

Industrials
-136
- 51.91%
$75.8 - $89.13 $10.3K - $12.1K
126 $10K
TOLZ
Dj Brookfield Global

ETFs
-250
- 50.0%
$44.92 - $51.35 $11.2K - $12.8K
250 $12K
GGG
Graco Inc

Industrials
-142
- 75.53%
$77.82 - $87.64 $11.1K - $12.4K
46 $4K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-350
- 24.41%
$31.67 - $39.16 $11.1K - $13.7K
1.08K $38K
KMB
Kimberly Clark Corp

Consumer Defensive
-129
- 5.66%
$135.05 - $148.35 $17.4K - $19.1K
2.15K $305K
PBA
Pembina Pipeline Corp

Energy
-575
- 16.95%
$36.86 - $41.36 $21.2K - $23.8K
2.82K $116K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-250
- 9.8%
$40.48 - $45.39 $10.1K - $11.3K
2.3K $101K
BLBD
Blue Bird Corp

Consumer Cyclical
-150
- 55.56%
$45.15 - $54.51 $6.77K - $8.18K
120 $5K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-175
- 63.64%
$49.94 - $56.3 $8.74K - $9.85K
100 $5K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-484
- 2.93%
$31.97 - $37.3 $15.5K - $18.1K
16K $573K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-1.51K
- 5.4%
$20.94 - $22.17 $31.7K - $33.6K
26.5K $583K
ITB
Ishares Tr

ETFs
-370
- 25.22%
$97.52 - $128.64 $36.1K - $47.6K
1.1K $139K
WTRG
Essential Utilities, Inc.

Utilities
-291
- 13.24%
$36.74 - $41.49 $10.7K - $12.1K
1.91K $73K
PATH
Ui Path, Inc.

Technology
-694
- 69.61%
$10.75 - $13.24 $7.46K - $9.19K
303 $3K
SD
Sandridge Energy Inc

Energy
-600
- 36.81%
$11.62 - $13.82 $6.97K - $8.29K
1.03K $12K
BC
Brunswick Corp

Consumer Cyclical
-137
- 53.94%
$69.46 - $84.53 $9.52K - $11.6K
117 $9K
PCAR
Paccar Inc

Industrials
-33
- 2.83%
$91.64 - $109.98 $3.02K - $3.63K
1.13K $111K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-202
- 4.77%
$116.79 - $133.54 $23.6K - $27K
4.04K $532K
NGG
National Grid PLC

Utilities
-262
- 35.55%
$57.14 - $70.48 $15K - $18.5K
475 $33K
ASC
Ardmore Shipping Corp

Industrials
-288
- 38.4%
$16.83 - $22.44 $4.85K - $6.46K
462 $8K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-187
- 26.04%
$47.01 - $48.2 $8.79K - $9.01K
531 $25K
APA
Apa Corp

Energy
-264
- 67.52%
$23.34 - $32.22 $6.16K - $8.51K
127 $3K
STNE
Stone Co Ltd.

Technology
-660
- 80.0%
$10.89 - $14.87 $7.19K - $9.81K
165 $1K
IRM
Iron Mountain Inc

Real Estate
-469
- 28.76%
$89.69 - $119.32 $42.1K - $56K
1.16K $138K
KXI
Ishares Tr Global Consumer Sta

ETFs
-200
- 18.38%
$59.84 - $66.17 $12K - $13.2K
888 $58K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-409
- 16.39%
$27.15 - $30.78 $11.1K - $12.6K
2.09K $63K
HRL
Hormel Foods Corp

Consumer Defensive
-594
- 5.97%
$30.04 - $33.14 $17.8K - $19.7K
9.35K $296K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-500
- 10.99%
$51.3 - $64.42 $25.7K - $32.2K
4.05K $231K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
-500
- 58.82%
$15.47 - $17.24 $7.74K - $8.62K
350 $6K
AI
C3.Ai, Inc.

Technology
-125
- 14.01%
$21.12 - $30.58 $2.64K - $3.82K
767 $18K
CVE
Cenovus Energy Inc.

Energy
-69
- 3.19%
$16.17 - $20.65 $1.12K - $1.42K
2.1K $35K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-96
- 3.59%
$332.02 - $382.76 $31.9K - $36.7K
2.58K $966K
JPIB
Jpmorgan International Bond Op

ETFs
-754
- 3.81%
$46.96 - $48.73 $35.4K - $36.7K
19.1K $927K
IBB
Ishares Biotechnology ETF

ETFs
-81
- 12.39%
$135.09 - $149.47 $10.9K - $12.1K
573 $83K
AQN
Algonquin Power & Utilities Corp.

Utilities
-1.04K
- 77.65%
$5.11 - $6.29 $5.32K - $6.55K
300 $1K
NTR
Nutrien Ltd.

Basic Materials
-76
- 7.6%
$45.26 - $52.2 $3.44K - $3.97K
924 $44K
MUR
Murphy Oil Corp

Energy
-140
- 48.28%
$32.79 - $42.32 $4.59K - $5.92K
150 $5K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-195
- 12.11%
$101.06 - $115.49 $19.7K - $22.5K
1.42K $160K
AIQ
Global X Funds Global X Artifi

ETFs
-1.09K
- 4.66%
$31.85 - $37.36 $34.6K - $40.6K
22.2K $824K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-43
- 8.9%
$136.7 - $155.95 $5.88K - $6.71K
440 $62K
SIRI
Sirius Xm Holdings Inc.

Communication Services
-2.99K
- 93.76%
$2.67 - $28.33 $7.98K - $84.7K
199 $4K
BGT
Blackrock Floating Rate Income Trust

Financial Services
-440
- 7.87%
$12.37 - $13.2 $5.44K - $5.81K
5.15K $66K
UNF
Unifirst Corp

Industrials
-29
- 61.7%
$164.34 - $198.74 $4.77K - $5.76K
18 $3K
ECLN
First Tr Exchange Traded Fd Iv

ETFs
-350
- 21.15%
$25.2 - $29.15 $8.82K - $10.2K
1.31K $37K
Activity Summary
Buys All Purchases 1595 New Holdings 585 Increased Positions 1010 Sells All Sells 424 Reductions 424 Sold out 0 Options Calls 0 Puts 0
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