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
AVAV
Aero Vironment Inc

Industrials
-41
- 29.08%
$153.72 - $235.17 $6.3K - $9.64K
100 $15K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-200
- 53.05%
$60.51 - $65.57 $12.1K - $13.1K
177 $10K
TCHP
T Rowe Price Exchange Traded F

Technology
-385
- 35.68%
$39.17 - $43.9 $15.1K - $16.9K
694 $29K
ELAN
Elanco Animal Health Inc

Healthcare
-71
- 1.76%
$11.63 - $14.67 $826 - $1.04K
3.95K $47K
XPND
First Tr Exchange Traded Fd Vi
-733
- 12.02%
$28.27 - $31.68 $20.7K - $23.2K
5.37K $163K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-20
- 0.86%
$134.53 - $150.65 $2.69K - $3.01K
2.31K $312K
OLN
Olin Corp

Basic Materials
-184
- 42.89%
$33.13 - $47.98 $6.1K - $8.83K
245 $8K
DG
Dollar General Corp

Consumer Defensive
-51
- 5.02%
$73.27 - $84.47 $3.74K - $4.31K
965 $73K
PUK
Prudential PLC

Financial Services
-311
- 13.61%
$15.52 - $18.99 $4.83K - $5.91K
1.97K $31K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-288
- 4.22%
$33.7 - $37.69 $9.71K - $10.9K
6.53K $224K
VOD
Vodafone Group Public LTD CO

Communication Services
-895
- 40.3%
$8.37 - $9.95 $7.49K - $8.91K
1.33K $11K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-17
- 0.24%
$56.33 - $61.73 $958 - $1.05K
6.93K $394K
IWL
Ishares Tr Russell 200 ETF

ETFs
-134
- 6.57%
$138.92 - $149.97 $18.6K - $20.1K
1.91K $275K
SWKS
Skyworks Solutions, Inc.

Technology
-63
- 13.7%
$83.18 - $99.15 $5.24K - $6.25K
397 $35K
BYRN
Byrna Technologies Inc.

Industrials
-658
- 93.47%
$13.96 - $31.14 $9.19K - $20.5K
46 $1K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-1K
- 7.45%
$7.33 - $7.72 $7.33K - $7.72K
12.4K $92K
MPW
Medical Properties Trust Inc

Real Estate
-483
- 11.56%
$3.72 - $5.77 $1.8K - $2.79K
3.7K $14K
WCN
Waste Connections, Inc.

Industrials
-41
- 12.2%
$171.06 - $193.25 $7.01K - $7.92K
295 $50K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-672
- 35.54%
$13.01 - $14.43 $8.74K - $9.7K
1.22K $16K
ZETA
Zeta Global Holdings Corp.

Technology
-180
- 28.57%
$17.37 - $36.74 $3.13K - $6.61K
450 $8K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-72
- 11.21%
$101.77 - $113.02 $7.33K - $8.14K
570 $60K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-50
- 48.08%
$181.72 - $216.45 $9.09K - $10.8K
54 $10K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-750
- 10.39%
$14.38 - $15.35 $10.8K - $11.5K
6.47K $96K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-75
- 1.85%
$75.44 - $80.53 $5.66K - $6.04K
3.98K $301K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-21
- 14.19%
$473.11 - $555.48 $9.94K - $11.7K
127 $63K
SYY
Sysco Corp

Consumer Defensive
-51
- 1.53%
$73.63 - $81.77 $3.76K - $4.17K
3.28K $250K
PCAR
Paccar Inc

Industrials
-149
- 13.15%
$97.92 - $118.41 $14.6K - $17.6K
984 $102K
DHS
Wisdomtree Tr U.S

ETFs
-93
- 4.97%
$92.66 - $100.58 $8.62K - $9.35K
1.78K $166K
MGPI
Mgp Ingredients Inc

Consumer Defensive
-59
- 48.76%
$38.87 - $83.35 $2.29K - $4.92K
62 $2K
RVT
Royce Value Trust, Inc.

Financial Services
-521
- 13.26%
$15.15 - $16.9 $7.89K - $8.8K
3.41K $53K
AVY
Avery Dennison Corp

Industrials
-6
- 3.21%
$186.26 - $220.48 $1.12K - $1.32K
181 $33K
MLM
Martin Marietta Materials Inc

Basic Materials
-2
- 0.62%
$516.5 - $619.58 $1.03K - $1.24K
319 $164K
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
-802
- 24.55%
$8.37 - $8.79 $6.71K - $7.05K
2.47K $20K
CHX
Champion X Corp

Energy
-230
- 41.0%
$25.79 - $32.51 $5.93K - $7.48K
331 $8K
CRSP
Crispr Therapeutics Ag

Healthcare
-100
- 19.8%
$38.65 - $55.15 $3.87K - $5.52K
405 $15K
OGE
Oge Energy Corp.

Utilities
-242
- 2.98%
$39.65 - $44.08 $9.6K - $10.7K
7.89K $325K
CRUS
Cirrus Logic, Inc.

Technology
-14
- 5.43%
$99.58 - $125.3 $1.39K - $1.75K
244 $24K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.72K
- 7.83%
$8.24 - $11.07 $14.2K - $19K
20.2K $188K
CRI
Carters Inc

Consumer Cyclical
-83
- 31.44%
$50.33 - $67.47 $4.18K - $5.6K
181 $9K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-100
- 7.43%
$108.0 - $116.52 $10.8K - $11.7K
1.25K $139K
ROST
Ross Stores, Inc.

Consumer Cyclical
-53
- 9.62%
$138.59 - $156.61 $7.35K - $8.3K
498 $75K
SFL
Sfl Corp Ltd.

Industrials
-460
- 27.01%
$9.72 - $11.76 $4.47K - $5.41K
1.24K $12K
PAAS
Pan American Silver Corp

Basic Materials
-300
- 32.36%
$19.94 - $25.85 $5.98K - $7.76K
627 $12K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-191
- 22.26%
$41.09 - $45.94 $7.85K - $8.77K
667 $28K
A
Agilent Technologies, Inc.

Healthcare
-8
- 2.03%
$125.69 - $146.56 $1.01K - $1.17K
387 $51K
RELX
Relx PLC

Communication Services
-52
- 2.07%
$44.45 - $48.63 $2.31K - $2.53K
2.46K $111K
OGN
Organon & Co.

Healthcare
-105
- 7.45%
$14.44 - $18.83 $1.52K - $1.98K
1.3K $19K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-160
- 8.61%
$62.09 - $82.32 $9.93K - $13.2K
1.7K $113K
KSS
Kohls Corp

Consumer Cyclical
-240
- 44.12%
$13.86 - $20.95 $3.33K - $5.03K
304 $4K
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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