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
JPIN
Jp Morgan Diversified Return I

ETFs
Q4 2020 Filed on May 19, 2021
100
$49.86 - $58.47 $4.99K - $5.85K
Cosan LTD
Q4 2020 Filed on May 19, 2021
100
N/A
WOW
Wide Open West, Inc.

Communication Services
Q4 2020 Filed on May 19, 2021
3,474
$4.76 - $10.7 $16.5K - $37.2K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on May 19, 2021
1,000
$29.61 - $33.12 $29.6K - $33.1K
PDN
Invesco Fd Tr

ETFs
Q4 2020 Filed on May 19, 2021
250
$28.97 - $34.73 $7.24K - $8.68K
VTVT
V Tv Therapeutics Inc.

Healthcare
Q4 2020 Filed on May 19, 2021
1,000
$1.49 - $3.1 $1.49K - $3.1K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
Q4 2020 Filed on May 19, 2021
434
$53.98 - $62.38 $23.4K - $27.1K
UST
Proshares Ultra 7 10 Yr Treasu

ETFs
Q4 2020 Filed on May 19, 2021
946
$72.95 - $75.96 $69K - $71.9K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
Q4 2020 Filed on May 19, 2021
130
$25.74 - $26.95 $3.35K - $3.5K
MGNX
Macrogenics Inc

Healthcare
Q4 2020 Filed on May 19, 2021
100
$19.41 - $26.0 $1.94K - $2.6K
Ivy High Income Opportunitie
Q4 2020 Filed on May 19, 2021
1,750
N/A
BTAI
Bio Xcel Therapeutics, Inc.

Healthcare
Q4 2020 Filed on May 19, 2021
150
$42.46 - $56.58 $6.37K - $8.49K
AACG
Ata Creativity Global

Consumer Defensive
Q4 2020 Filed on May 19, 2021
12,000
$1.08 - $1.28 $13K - $15.4K
Nuveen Enhanced Mun Value Fd
Q4 2020 Filed on May 19, 2021
1,200
N/A
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
Q4 2020 Filed on May 19, 2021
316
$19.41 - $23.05 $6.13K - $7.28K
ARMP
Armata Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on May 19, 2021
449
$2.65 - $3.94 $1.19K - $1.77K
GPL
Great Panther Mining LTD

Basic Materials
Q4 2020 Filed on May 19, 2021
6,000
$7.5 - $9.1 $45K - $54.6K
Ssga Active ETF Tr
Q4 2020 Filed on May 19, 2021
94
N/A
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
Q4 2020 Filed on May 19, 2021
16,500
$12.23 - $15.09 $202K - $249K
ATEC
Alphatec Holdings, Inc.

Healthcare
Q4 2020 Filed on May 19, 2021
3,885
$6.37 - $14.52 $24.7K - $56.4K
LADR
Ladder Capital Corp

Real Estate
Q4 2020 Filed on May 19, 2021
503
$6.82 - $10.0 $3.43K - $5.03K
MPV
Barings Participation Investors

Financial Services
Q4 2020 Filed on May 19, 2021
249
$10.22 - $13.0 $2.54K - $3.24K
Bristol Myers Squibb CO
Q4 2020 Filed on May 19, 2021
862
N/A
Apollo Global Mgmt Inc
Q4 2020 Filed on May 19, 2021
120
N/A
CFB
Crossfirst Bankshares, Inc.

Financial Services
Q4 2020 Filed on May 19, 2021
144,540
$8.25 - $10.9 $1.19M - $1.58M
QLV
Flexshares Us Quality Low Vola

ETFs
Q4 2020 Filed on May 19, 2021
5,162
$40.82 - $45.55 $211K - $235K
FDLO
Fidelity Covington Tr Low Vola

ETFs
Q4 2020 Filed on May 19, 2021
5,213
$38.18 - $42.71 $199K - $223K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
Q4 2020 Filed on May 19, 2021
2,799
$20.87 - $21.84 $58.4K - $61.1K
Acorda Therapeutics Inc
Q4 2020 Filed on May 19, 2021
10,000
N/A
Pluralsight Inc
Q4 2020 Filed on May 19, 2021
625
N/A
RETA
Reata Pharmaceuticals Inc

Healthcare
Q4 2020 Filed on May 19, 2021
40
$102.03 - $184.62 $4.08K - $7.38K
KRMD
Koru Medical Systems, Inc.

Healthcare
Q4 2020 Filed on May 19, 2021
525
$3.78 - $7.36 $1.98K - $3.86K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
Q4 2020 Filed on May 19, 2021
530
$25.02 - $26.63 $13.3K - $14.1K
PHASQ
Phasebio Pharmaceuticals Inc C
Q4 2020 Filed on May 19, 2021
1,000
N/A
Tonix Pharmaceuticals Hldg C
Q4 2020 Filed on May 19, 2021
4,000
N/A
Cto Realty Growth Inc
Q4 2020 Filed on May 19, 2021
60
N/A
KIDS
Orthopediatrics Corp

Healthcare
Q4 2020 Filed on May 19, 2021
18,314
$41.02 - $51.59 $751K - $945K
Arrow Invts Tr
Q4 2020 Filed on May 19, 2021
470
N/A
USTB
Victory Portfolios Ii Victorys

ETFs
Q4 2020 Filed on May 19, 2021
287
$51.7 - $52.03 $14.8K - $14.9K
Switchback Energy Acquistn C
Q4 2020 Filed on May 19, 2021
1,000
N/A
ALT
Altimmune, Inc.

Healthcare
Q4 2020 Filed on May 19, 2021
1,000
$7.84 - $14.22 $7.84K - $14.2K
FREE
Whole Earth Brands, Inc.

Consumer Defensive
Q4 2020 Filed on May 19, 2021
1,250
$7.85 - $11.58 $9.81K - $14.5K
MANU
Manchester United PLC

Communication Services
Q4 2020 Filed on May 19, 2021
650
$13.32 - $16.85 $8.66K - $11K
HGEN
Humanigen, Inc

Healthcare
Q4 2020 Filed on May 19, 2021
800
$7.97 - $21.66 $6.38K - $17.3K
MED
Medifast Inc

Consumer Cyclical
Q4 2020 Filed on May 19, 2021
47
$140.49 - $206.89 $6.6K - $9.72K
AVEO
Aveo Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on May 19, 2021
800
$5.08 - $6.68 $4.06K - $5.34K
DOYU
Dou Yu International Holdings LTD

Communication Services
Q4 2020 Filed on May 19, 2021
300
$11.0 - $15.88 $3.3K - $4.76K
CIGI
Colliers International Group Inc.

Real Estate
Q4 2020 Filed on May 19, 2021
42
$63.71 - $92.54 $2.68K - $3.89K
MARK
Remark Holdings, Inc.

Technology
Q4 2020 Filed on May 19, 2021
2,300
$1.04 - $2.02 $2.39K - $4.65K
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