Geneos Wealth Management Inc. Asset Management

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.92 Million 0.32% of portfolio
924,290
Q4 2024 Reduced 3.73%
$0
$7.43 Million 0.27% of portfolio
342,135
Q4 2024 Added 1.73%
$0
$4.95 Million 0.18% of portfolio
245,569
Q4 2024 Reduced 1.56%
$0
$2.7 Million 0.1% of portfolio
520,838
Q4 2024 Added 29.47%
$0
$2.67 Million 0.1% of portfolio
527,200
Q4 2024 Added 4.63%
$0
$1.35 Million 0.05% of portfolio
171,316
Q4 2024 Added 2.44%
$0
$1.13 Million 0.04% of portfolio
51,475
Q4 2024 Added 1.92%
$0
$890,000 0.03% of portfolio
37,476
Q4 2024 Added 6.8%
$130B
$852,000 0.03% of portfolio
4,943
Q4 2024 Added 0.06%
$68.2B
$736,000 0.03% of portfolio
9,589
Q4 2024 Added 4.35%
$0
$650,000 0.02% of portfolio
66,325
Q4 2024 Added 2.65%
$2.64B
$604,000 0.02% of portfolio
39,899
Q4 2024 Reduced 4.15%
$0
$367,000 0.01% of portfolio
35,477
Q4 2024 Added 235.96%
$0
$306,000 0.01% of portfolio
15,255
Q4 2024 Reduced 1.4%
$0
$235,000 0.01% of portfolio
12,831
Q4 2024 Added 25.41%
$0
$195,000 0.01% of portfolio
9,336
Q4 2024 New
$0
$164,000 0.01% of portfolio
10,750
Q4 2024 Added 2.44%
$0
$164,000 0.01% of portfolio
28,230
Q1 2024 Added 6.49%
$0
$150,000 0.01% of portfolio
11,867
Q4 2024 Added 1.22%
$20.4B
$135,000 0.0% of portfolio
1,755
Q4 2024 Reduced 2.28%
$25.6B
$131,000 0.0% of portfolio
1,160
Q4 2024 Added 0.69%
$0
$128,000 0.0% of portfolio
5,850
Q2 2024 Added 14.71%
$0
$115,000 0.0% of portfolio
13,793
Q4 2024 Added 11.63%
$4.57B
$107,000 0.0% of portfolio
1,831
Q4 2024 Added 37.57%
$0
$105,000 0.0% of portfolio
12,568
Q4 2024 Added 5.7%
$0
$104,000 0.0% of portfolio
7,278
Q4 2024 Reduced 1.74%
$0
$101,000 0.0% of portfolio
3,200
Q3 2024 Added 33.33%
$35.7B
$97,000 0.0% of portfolio
998
Q4 2024 Reduced 1.19%
$0
$96,000 0.0% of portfolio
6,470
Q4 2024 Reduced 10.39%
$9.9B
$95,000 0.0% of portfolio
4,686
Q4 2024 Reduced 20.74%
$0
$92,000 0.0% of portfolio
12,416
Q4 2024 Reduced 7.45%
$2.65B
$90,000 0.0% of portfolio
4,505
Q3 2024 Added 12.48%
$0
$90,000 0.0% of portfolio
10,317
Q4 2024 Added 37.25%
$0
$86,000 0.0% of portfolio
7,696
Q1 2024 New
$0
$83,000 0.0% of portfolio
6,585
Q4 2024 Added 1.21%
$656M
$82,000 0.0% of portfolio
7,231
Q4 2024 Reduced 9.84%
$0
$81,000 0.0% of portfolio
4,004
Q4 2024 Reduced 2.93%
$0
$76,000 0.0% of portfolio
10,444
Q1 2024 Reduced 8.74%
$0
$72,000 0.0% of portfolio
6,465
Q4 2024 Reduced 0.71%
$3.93B
$71,000 0.0% of portfolio
1,937
Q4 2024 Added 1.2%
$2.5B
$66,000 0.0% of portfolio
3,298
Q4 2024 Added 45.35%
$0
$65,000 0.0% of portfolio
5,627
Q4 2024 Added 4.03%
$0
$64,000 0.0% of portfolio
4,998
Q4 2024 Reduced 2.91%
$0
$62,000 0.0% of portfolio
5,120
Q4 2024 Reduced 0.81%
$0
$61,000 0.0% of portfolio
1,633
Q3 2024 Added 66.12%
$0
$59,000 0.0% of portfolio
3,810
Q2 2024 Reduced 4.15%
$0
$56,000 0.0% of portfolio
5,068
Q3 2022 New
$0
$53,000 0.0% of portfolio
3,409
Q4 2024 Reduced 13.26%
$0
$53,000 0.0% of portfolio
2,713
Q3 2022 Reduced 34.21%
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