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
AQST Aquestive Therapeutics, Inc. Healthcare	Q2 2021 Filed on Jul 08, 2021	23,300	$3.29 - $5.21 $76.7K - $121K
MTLS Materialise Nv Technology	Q2 2021 Filed on Jul 08, 2021	2,920	$22.51 - $36.03 $65.7K - $105K
CS Credit Suisse Group Ag Financial Services	Q2 2021 Filed on Jul 08, 2021	8,056	$10.01 - $11.18 $80.6K - $90.1K
HCI Hci Group, Inc. Financial Services	Q2 2021 Filed on Jul 08, 2021	1,101	$71.52 - $99.6 $78.7K - $110K
VFMV Vanguard Wellington Fd ETFs	Q2 2021 Filed on Jul 08, 2021	640	$94.34 - $98.49 $60.4K - $63K
EEMX Spdr Idx Shs Fds Msci Emerging	Q2 2021 Filed on Jul 08, 2021	339	N/A
MBWM Mercantile Bank Corp Financial Services	Q2 2021 Filed on Jul 08, 2021	677	$29.71 - $33.12 $20.1K - $22.4K
AWAY ETF Managers Tr Etfmg Travel T ETFs	Q2 2021 Filed on Jul 08, 2021	630	$27.62 - $31.94 $17.4K - $20.1K
FJAN First Exc Trd Viii Cboe Vest U	Q2 2021 Filed on Jul 08, 2021	500	N/A
WOOD Ishares Global Timber & Forest	Q2 2021 Filed on Jul 08, 2021	163	N/A
AVLR Avalara, Inc. Technology	Q2 2021 Filed on Jul 08, 2021	99	$120.91 - $165.49 $12K - $16.4K
GTY Getty Realty Corp Real Estate	Q2 2021 Filed on Jul 08, 2021	405	$28.82 - $34.08 $11.7K - $13.8K
VLGEA Village Super Market Inc Consumer Defensive	Q2 2021 Filed on Jul 08, 2021	482	$22.9 - $25.46 $11K - $12.3K
CEVA Ceva Inc Technology	Q2 2021 Filed on Jul 08, 2021	200	$41.05 - $59.7 $8.21K - $11.9K
MXE Mexico Equity & Income Fund Inc Financial Services	Q2 2021 Filed on Jul 08, 2021	801	$10.33 - $12.29 $8.27K - $9.84K
MILN Global X Funds Global X Millen ETFs	Q2 2021 Filed on Jul 08, 2021	201	$38.77 - $43.42 $7.79K - $8.73K
RNWK Realnetworks Inc Technology	Q2 2021 Filed on Jul 08, 2021	3,138	$2.21 - $5.14 $6.93K - $16.1K
PHR Phreesia, Inc. Healthcare	Q2 2021 Filed on Jul 08, 2021	142	$43.51 - $61.94 $6.18K - $8.8K
NAPA Duckhorn Portfolio, Inc. Consumer Defensive	Q2 2021 Filed on Jul 08, 2021	346	$16.41 - $24.01 $5.68K - $8.31K
ASHS Xtrackers Harvest Csi 500 Chin ETFs	Q2 2021 Filed on Jul 08, 2021	166	$34.52 - $38.39 $5.73K - $6.37K
SHO Sunstone Hotel Investors, Inc. Real Estate	Q2 2021 Filed on Jul 08, 2021	441	$11.9 - $13.55 $5.25K - $5.98K
SAIA Saia Inc Industrials	Q2 2021 Filed on Jul 08, 2021	22	$200.37 - $244.9 $4.41K - $5.39K
CDTX Cidara Therapeutics, Inc. Healthcare	Q2 2021 Filed on Jul 08, 2021	2,300	$1.87 - $2.7 $4.3K - $6.21K
BANR Banner Corp Financial Services	Q2 2021 Filed on Jul 08, 2021	85	$52.99 - $59.78 $4.5K - $5.08K
UPWK Upwork, Inc Industrials	Q2 2021 Filed on Jul 08, 2021	100	$37.99 - $59.25 $3.8K - $5.93K
Ag Mtg Invt Tr Inc	Q2 2021 Filed on Jul 08, 2021	1,100	N/A
LMNR Limoneira CO Consumer Defensive	Q2 2021 Filed on Jul 08, 2021	233	$17.0 - $20.32 $3.96K - $4.73K
SBCF Seacoast Banking Corp Of Florida Financial Services	Q2 2021 Filed on Jul 08, 2021	113	$33.08 - $38.81 $3.74K - $4.39K
GNE Genie Energy Ltd. Utilities	Q2 2021 Filed on Jul 08, 2021	591	$5.6 - $6.67 $3.31K - $3.94K
CDLX Cardlytics, Inc. Communication Services	Q2 2021 Filed on Jul 08, 2021	24	$88.36 - $141.98 $2.12K - $3.41K
MCBC Macatawa Bank Corp Financial Services	Q2 2021 Filed on Jul 08, 2021	326	$8.75 - $10.05 $2.85K - $3.28K
Inovalon Hldgs Inc	Q2 2021 Filed on Jul 08, 2021	100	N/A
ICLK I Click Interactive Asia Group LTD Communication Services	Q2 2021 Filed on Jul 08, 2021	229	$10.32 - $13.53 $2.36K - $3.1K
CTRN Citi Trends Inc Consumer Cyclical	Q2 2021 Filed on Jul 08, 2021	28	$77.69 - $108.45 $2.18K - $3.04K
AVNT Avient Corp Basic Materials	Q2 2021 Filed on Jul 08, 2021	55	$47.23 - $53.74 $2.6K - $2.96K
RXN Zurn Water Solutions Corporation Industrials	Q2 2021 Filed on Jul 08, 2021	54	N/A
WSBF Waterstone Financial, Inc. Financial Services	Q2 2021 Filed on Jul 08, 2021	127	$19.37 - $20.92 $2.46K - $2.66K
ESE Esco Technologies Inc Technology	Q2 2021 Filed on Jul 08, 2021	21	$88.87 - $112.71 $1.87K - $2.37K
ZOM Zomedica Corp. Healthcare	Q2 2021 Filed on Jul 08, 2021	2,000	$0.72 - $1.46 $1.44K - $2.92K
NSIT Insight Enterprises Inc Technology	Q2 2021 Filed on Jul 08, 2021	21	$94.26 - $106.75 $1.98K - $2.24K
MOTS Motus Gi Holdings, Inc. Healthcare	Q2 2021 Filed on Jul 08, 2021	1,500	$17.92 - $27.8 $26.9K - $41.7K
RDY Dr Reddys Laboratories LTD Healthcare	Q2 2021 Filed on Jul 08, 2021	29	$62.12 - $74.2 $1.8K - $2.15K
NUVA Nuvasive Inc Healthcare	Q2 2021 Filed on Jul 08, 2021	27	$64.02 - $71.72 $1.73K - $1.94K
LGFB Lions Gate Entmt Corp Cl B Non	Q2 2021 Filed on Jul 08, 2021	147	N/A
SILK Silk Road Medical Inc Healthcare	Q2 2021 Filed on Jul 08, 2021	28	$44.66 - $63.06 $1.25K - $1.77K
DS Drive Shack Inc. Consumer Cyclical	Q2 2021 Filed on Jul 08, 2021	500	$2.53 - $3.76 $1.27K - $1.88K
ARCT Arcturus Therapeutics Holdings Inc. Healthcare	Q2 2021 Filed on Jul 08, 2021	40	$25.79 - $42.11 $1.03K - $1.68K
LFC China Life Insurance CO LTD Financial Services	Q2 2021 Filed on Jul 08, 2021	131	$9.88 - $10.77 $1.29K - $1.41K
API Agora, Inc. Technology	Q2 2021 Filed on Jul 08, 2021	25	$36.94 - $59.8 $924 - $1.5K
FREQ Frequency Therapeutics, Inc. Healthcare	Q2 2021 Filed on Jul 08, 2021	100	$8.05 - $11.61 $805 - $1.16K

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.