Geneos Wealth Management Inc. Software—Application

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$333B
$4.73 Million 0.17% of portfolio
14,144
Q4 2024 Reduced 0.63%
$53.6B
$4.14 Million 0.15% of portfolio
35,214
Q4 2024 Added 16.77%
$3.52B
$1.68 Million 0.06% of portfolio
5,785
Q4 2024 Reduced 17.84%
$134B
$684,000 0.02% of portfolio
11,344
Q4 2024 Reduced 2.94%
$172B
$637,000 0.02% of portfolio
1,014
Q4 2024 Added 0.8%
$227B
$606,000 0.02% of portfolio
572
Q4 2024 Added 31.8%
$53.1B
$563,000 0.02% of portfolio
2,293
Q4 2024 Added 0.17%
$127B
$432,000 0.02% of portfolio
4,069
Q4 2024 Added 8.48%
$106B
$369,000 0.01% of portfolio
1,140
Q4 2024 Reduced 34.07%
$319B
$230,000 0.01% of portfolio
938
Q4 2024 Added 1.52%
$88.2B
$180,000 0.01% of portfolio
602
Q4 2024 Reduced 0.5%
$18.4B
$168,000 0.01% of portfolio
1,872
Q4 2024 Reduced 46.04%
$41.9B
$164,000 0.01% of portfolio
661
Q4 2024 Added 224.02%
$40.7B
$93,000 0.0% of portfolio
654
Q4 2024 Added 5.31%
$17.6B
$83,000 0.0% of portfolio
309
Q4 2024 Added 255.17%
$12.5B
$76,000 0.0% of portfolio
375
Q4 2024 Reduced 1.06%
$35.1B
$44,000 0.0% of portfolio
64
Q4 2024 Added 8.47%
$22.1B
$40,000 0.0% of portfolio
221
Q3 2024 New
$19.9B
$39,000 0.0% of portfolio
484
Q4 2024 New
$56.8B
$37,000 0.0% of portfolio
246
Q4 2024 Added 1,437.5%
$981M
$36,000 0.0% of portfolio
5,648
Q4 2024 Reduced 32.95%
$47.5B
$29,000 0.0% of portfolio
15
Q4 2024 Added 15.38%
$15.6B
$28,000 0.0% of portfolio
530
Q1 2024 Added 76.67%
$9.62B
$25,000 0.0% of portfolio
253
Q4 2024 New
$31.1B
$23,000 0.0% of portfolio
70
Q3 2024 Added 169.23%
$1.96B
$17,000 0.0% of portfolio
240
Q3 2023 Reduced 1.23%
$3.53B
$16,000 0.0% of portfolio
1,294
Q4 2024 New
$24.4B
$16,000 0.0% of portfolio
29
Q4 2024 Reduced 9.38%
$50.9B
$15,000 0.0% of portfolio
60
Q3 2024 Reduced 73.45%
$10.5B
$12,000 0.0% of portfolio
74
Q3 2024 Added 89.74%
$4.62B
$12,000 0.0% of portfolio
950
Q4 2024 Reduced 56.74%
$5.39B
$11,000 0.0% of portfolio
112
Q4 2024 Reduced 8.2%
$2.52B
$11,000 0.0% of portfolio
84
Q4 2024 Added 25.37%
$15.4B
$10,000 0.0% of portfolio
62
Q4 2024 Added 264.71%
$3.07B
$8,000 0.0% of portfolio
135
Q4 2024 Reduced 1.46%
$2.74B
$8,000 0.0% of portfolio
153
Q4 2024 Added 40.37%
$3.23B
$8,000 0.0% of portfolio
450
Q4 2024 Reduced 28.57%
$11.1B
$7,000 0.0% of portfolio
31
Q4 2024 Reduced 6.06%
$20.3B
$6,000 0.0% of portfolio
91
Q3 2024 New
$1.64B
$6,000 0.0% of portfolio
242
Q4 2024 Added 15.79%
$2.03B
$6,000 0.0% of portfolio
227
Q4 2024 Added 75.97%
$10.3B
$5,000 0.0% of portfolio
18
Q3 2024 New
$3.21B
$5,000 0.0% of portfolio
158
Q4 2024 New
$629M
$4,000 0.0% of portfolio
333
Q1 2023 New
$11B
$3,000 0.0% of portfolio
19
Q4 2024 New
$7.29B
$3,000 0.0% of portfolio
21
Q4 2024 Reduced 16.0%
$6.93B
$2,000 0.0% of portfolio
111
Q1 2024 Reduced 84.23%
$9.71B
$2,000 0.0% of portfolio
29
Q4 2024 New
$12.9B
$1,000 0.0% of portfolio
41
Q4 2024 Added 141.18%
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