Geneos Wealth Management Inc. Closed Holding Positions

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TCS
Container Store Group, Inc.

Consumer Cyclical
Q4 2018 Filed on Sep 07, 2021
1,000
$4.22 - $10.74 $4.22K - $10.7K
Resonant Inc
Q3 2018 Filed on Sep 07, 2021
4,927
N/A
RNEM
First Tr Vi Emerging Mkts Equi

ETFs
Q2 2020 Filed on Sep 07, 2021
500
$36.34 - $44.55 $18.2K - $22.3K
ZYME
Zymeworks Inc.

Healthcare
Q1 2019 Filed on Sep 07, 2021
500
$14.02 - $16.74 $7.01K - $8.37K
INTF
Ishares Tr

ETFs
Q3 2018 Filed on Sep 07, 2021
817
N/A
PGTI
Pgt Innovations, Inc.

Industrials
Q3 2018 Filed on Sep 07, 2021
1,000
$21.05 - $26.2 $21.1K - $26.2K
DBB
Invesco Db Base Metals Fund

ETFs
Q1 2019 Filed on Sep 07, 2021
665
$15.09 - $17.04 $10K - $11.3K
BANX
Arrow Mark Financial Corp.

Financial Services
Q4 2018 Filed on Sep 07, 2021
500
$17.16 - $22.41 $8.58K - $11.2K
MX
Magnachip Semiconductor Corp

Technology
Q3 2018 Filed on Sep 07, 2021
1,000
$9.65 - $12.35 $9.65K - $12.4K
KEMQ
Kraneshares Tr Emerging Mkts C

ETFs
Q3 2018 Filed on Sep 07, 2021
400
N/A
YEXT
Yext, Inc.

Technology
Q4 2019 Filed on Sep 07, 2021
500
$13.71 - $17.62 $6.86K - $8.81K
PIN
Invesco India ETF Trust India
Q3 2019 Filed on Sep 07, 2021
300
N/A
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Sep 07, 2021
100
$47.28 - $50.47 $4.73K - $5.05K
MRAM
Everspin Technologies Inc

Technology
Q3 2018 Filed on Sep 07, 2021
500
$7.43 - $11.15 $3.72K - $5.58K
AGQ
Pro Shares Trust Ii

ETFs
Q3 2018 Filed on Sep 07, 2021
150
$22.33 - $29.68 $3.35K - $4.45K
IQ
I Qiyi, Inc.

Communication Services
Q2 2020 Filed on Sep 07, 2021
100
$15.5 - $24.82 $1.55K - $2.48K
LBRT
Liberty Energy Inc.

Energy
Q4 2018 Filed on Sep 07, 2021
125
$12.9 - $22.96 $1.61K - $2.87K
ELOX
Eloxx Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Sep 07, 2021
75
$10.43 - $17.39 $782 - $1.3K
MVO
Mv Oil Trust

Energy
Q4 2018 Filed on Sep 07, 2021
100
$5.65 - $12.48 $565 - $1.25K
GSM
Ferroglobe PLC

Basic Materials
Q4 2018 Filed on Sep 07, 2021
3,100
$1.47 - $8.08 $4.56K - $25K
Intricon Corp
Q1 2020 Filed on Sep 07, 2021
400
N/A
KSM
Dws Strategic Municipal Income Trust

Financial Services
Q3 2019 Filed on Sep 07, 2021
1,626
$11.6 - $12.37 $18.9K - $20.1K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
Q4 2018 Filed on Sep 07, 2021
4,345
$4.38 - $6.13 $19K - $26.6K
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
Q1 2019 Filed on Sep 07, 2021
1,000
$17.59 - $31.05 $17.6K - $31.1K
VRNT
Verint Systems Inc

Technology
Q1 2019 Filed on Sep 07, 2021
350
$20.71 - $30.49 $7.25K - $10.7K
ASMB
Assembly Biosciences, Inc.

Healthcare
Q4 2018 Filed on Sep 07, 2021
250
$19.05 - $36.45 $4.76K - $9.11K
AXTI
Axt Inc

Technology
Q4 2018 Filed on Sep 07, 2021
1,000
$4.06 - $7.07 $4.06K - $7.07K
PSCF
Invesco S&P Smallcap Financial

ETFs
Q3 2019 Filed on Sep 07, 2021
21
$51.48 - $55.3 $1.08K - $1.16K
First Tr Sr Floating Rate 20
Q1 2019 Filed on Sep 07, 2021
724
N/A
FNKO
Funko, Inc.

Consumer Cyclical
Q4 2019 Filed on Sep 07, 2021
50
$13.76 - $20.28 $688 - $1.01K
FAS
Direxion Daily Financial Bull

ETFs
Q4 2018 Filed on Sep 07, 2021
82
N/A
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on Sep 07, 2021
34
$128.98 - $154.53 $4.39K - $5.25K
Veoneer Inc
Q4 2018 Filed on Sep 07, 2021
102
N/A
UTSL
Direxion Shs ETF Tr Daily Util

ETFs
Q4 2018 Filed on Sep 07, 2021
206
N/A
BV
Bright View Holdings, Inc.

Industrials
Q3 2020 Filed on Sep 07, 2021
100
$10.49 - $13.25 $1.05K - $1.33K
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
Q3 2019 Filed on Sep 07, 2021
513
$4.68 - $12.88 $2.4K - $6.61K
Proshares Tr Ii
Q1 2020 Filed on Sep 07, 2021
100
N/A
Biotelemetry Inc
Q4 2018 Filed on Sep 07, 2021
50
N/A
TECL
Direxion Daily Technology Bull

ETFs
Q4 2018 Filed on Sep 07, 2021
16
$6.9 - $17.11 $110 - $274
HNGR
Hanger, Inc.

Healthcare
Q3 2019 Filed on Sep 07, 2021
100
$15.62 - $21.87 $1.56K - $2.19K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q4 2018 Filed on Sep 07, 2021
18
N/A
CBAY
Cyma Bay Therapeutics, Inc.

Healthcare
Q1 2019 Filed on Sep 07, 2021
400
$8.16 - $13.42 $3.26K - $5.37K
BAK
Braskem Sa

Basic Materials
Q1 2019 Filed on Sep 07, 2021
12,556
$24.71 - $29.99 $310K - $377K
WWE
World Wrestling Entertainmentinc

Communication Services
Q2 2020 Filed on Sep 07, 2021
100
$33.6 - $48.76 $3.36K - $4.88K
CLAR
Clarus Corp

Consumer Cyclical
Q1 2020 Filed on Sep 07, 2021
1,000
$8.81 - $13.71 $8.81K - $13.7K
CRNT
Ceragon Networks LTD

Technology
Q1 2020 Filed on Sep 07, 2021
500
$0.99 - $2.31 $495 - $1.16K
Navios Maritime Acquis Corp
Q4 2019 Filed on Sep 07, 2021
1,890
N/A
INGN
Inogen Inc

Healthcare
Q1 2019 Filed on Sep 07, 2021
50
$90.12 - $152.23 $4.51K - $7.61K
ESP
Espey Mfg & Electronics Corp

Industrials
Q3 2019 Filed on Sep 07, 2021
200
$23.5 - $27.0 $4.7K - $5.4K
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