Geneos Wealth Management Inc. Sells in Q4 2024

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
-301
- 3.39%
$37.12 - $41.23 $11.2K - $12.4K
8.57K $318K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-771
- 14.97%
$63.58 - $71.15 $49K - $54.9K
4.38K $284K
EIX
Edison International

Utilities
-406
- 16.45%
$77.93 - $88.36 $31.6K - $35.9K
2.06K $164K
TDG
Trans Digm Group Inc

Industrials
-21
- 13.82%
$1239.0 - $1442.53 $26K - $30.3K
131 $166K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-12
- 0.02%
$57.38 - $61.11 $689 - $733
55.5K $3.24M
ICLR
Icon PLC

Healthcare
-14
- 2.4%
$187.22 - $297.57 $2.62K - $4.17K
569 $119K
DOCU
Docusign, Inc.

Technology
-1.6K
- 46.04%
$61.42 - $106.99 $98.1K - $171K
1.87K $168K
BA
Boeing CO

Industrials
-1.24K
- 17.88%
$138.14 - $180.72 $171K - $223K
5.67K $1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.17K
- 4.75%
$25.3 - $26.31 $29.7K - $30.9K
23.5K $601K
ROP
Roper Technologies Inc

Industrials
-23
- 2.51%
$519.85 - $575.95 $12K - $13.2K
892 $463K
BCE
Bce Inc

Communication Services
-654
- 25.82%
$22.53 - $34.84 $14.7K - $22.8K
1.88K $43K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-609
- 20.0%
$46.96 - $51.46 $28.6K - $31.3K
2.44K $114K
FDX
Fedex Corp

Industrials
-200
- 12.7%
$260.5 - $305.15 $52.1K - $61K
1.38K $386K
VEU
Vanguard Ftse All World Ex Us

ETFs
-99
- 1.41%
$57.29 - $63.1 $5.67K - $6.25K
6.93K $397K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-92
- 0.56%
$30.48 - $34.2 $2.8K - $3.15K
16.2K $493K
MPWR
Monolithic Power Systems Inc

Technology
-11
- 9.82%
$560.06 - $942.58 $6.16K - $10.4K
101 $59K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-100
- 2.47%
$42.57 - $61.09 $4.26K - $6.11K
3.95K $188K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-843
- 72.99%
$47.65 - $48.6 $40.2K - $41K
312 $14K
C
Citigroup Inc

Financial Services
-1.76K
- 16.88%
$61.31 - $72.5 $108K - $127K
8.65K $609K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-765
- 46.42%
$49.87 - $52.46 $38.2K - $40.1K
883 $44K
OXY
Occidental Petroleum Corp

Energy
-706
- 23.79%
$45.36 - $55.91 $32K - $39.5K
2.26K $111K
BBDC
Barings Bdc, Inc.

Financial Services
-3.67K
- 14.32%
$9.27 - $10.33 $34K - $37.9K
22K $210K
EWM
Ishs Msci Malaysia ETF

ETFs
-1.37K
- 58.71%
$23.61 - $26.95 $32.4K - $37K
965 $23K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-300
- 20.12%
$89.81 - $104.0 $26.9K - $31.2K
1.19K $107K
CHKP
Check Point Software Technologies LTD

Technology
-21
- 0.36%
$170.18 - $209.01 $3.57K - $4.39K
5.82K $1.09M
IDV
Ishares Tr

ETFs
-775
- 12.17%
$27.03 - $29.92 $20.9K - $23.2K
5.59K $153K
VCR
Vanguard Consumer Discretionar

ETFs
-164
- 25.43%
$328.51 - $401.37 $53.9K - $65.8K
481 $180K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-995
- 3.93%
$28.24 - $29.18 $28.1K - $29K
24.3K $688K
ZION
Zions Bancorporation, National Association

Financial Services
-1.5K
- 24.84%
$45.62 - $61.73 $68.4K - $92.6K
4.54K $246K
EQAL
Invesco ETF

ETFs
-406
- 0.71%
$48.01 - $51.95 $19.5K - $21.1K
56.8K $2.75M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-269
- 58.35%
$97.45 - $121.28 $26.2K - $32.6K
192 $19K
STZ
Constellation Brands, Inc.

Consumer Defensive
-43
- 5.49%
$219.66 - $257.62 $9.45K - $11.1K
740 $163K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-304
- 33.44%
$121.89 - $135.52 $37.1K - $41.2K
605 $75K
PECO
Phillips Edison & Company, Inc.

Real Estate
-872
- 5.75%
$35.96 - $39.8 $31.4K - $34.7K
14.3K $535K
JXN
Jackson Financial Inc.

Financial Services
-376
- 35.54%
$84.91 - $113.74 $31.9K - $42.8K
682 $59K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-507
- 10.69%
$50.14 - $52.56 $25.4K - $26.6K
4.24K $212K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-20
- 0.11%
$45.17 - $47.23 $903 - $945
19K $861K
SNPS
Synopsys Inc

Technology
-19
- 1.47%
$485.36 - $588.0 $9.22K - $11.2K
1.28K $619K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.32K
- 2.18%
$521.84 - $558.82 $686K - $735K
59.1K $31.8M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-847
- 42.41%
$33.67 - $37.35 $28.5K - $31.6K
1.15K $38K
GOLD
Barrick Gold Corp

Basic Materials
-1.3K
- 35.46%
$15.23 - $21.19 $19.8K - $27.5K
2.36K $36K
MCHP
Microchip Technology Inc

Technology
-261
- 30.14%
$55.51 - $79.05 $14.5K - $20.6K
605 $34K
TD
Toronto Dominion Bank

Financial Services
-167
- 6.33%
$51.56 - $63.8 $8.61K - $10.7K
2.47K $131K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-62
- 16.94%
$563.99 - $620.12 $35K - $38.4K
304 $173K
LVHI
Franklin International Low Vol

ETFs
-960
- 13.3%
$29.98 - $31.57 $28.8K - $30.3K
6.26K $190K
UWM
Proshares Ultra Russell 2000

ETFs
-702
- 32.22%
$41.07 - $50.82 $28.8K - $35.7K
1.48K $61K
HUM
Humana Inc

Healthcare
-17
- 3.83%
$233.89 - $304.18 $3.98K - $5.17K
427 $108K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-308
- 32.52%
$104.59 - $118.05 $32.2K - $36.4K
639 $69K
T
At&T Inc.

Communication Services
-5.36K
- 4.51%
$21.22 - $23.88 $114K - $128K
114K $2.59M
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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