Geneos Wealth Management Inc. Purchases in Q3 2025

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
417K
+ 54.04%
$40.2 - $44.58 $16.8M - $18.6M
1.19M $52.2M
HISF
First Tr Exc Traded Fd Iv High

ETFs
280K
New
$44.31 - $45.51 $12.4M - $12.7M
280K $12.6M
CGDV
Capital Group Divid Value ETF

ETFs
249K
+ 44.07%
$39.59 - $42.21 $9.87M - $10.5M
815K $34.2M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
154K
+ 308826.0%
$68.27 - $75.58 $10.5M - $11.7M
154K $11.5M
IVV
Ishares Core S&P 500 ETF

ETFs
259
+ 0.13%
$620.67 - $670.08 $161K - $174K
198K $132M
ABT
Abbott Laboratories

Healthcare
62K
+ 318.93%
$120.51 - $136.62 $7.47M - $8.47M
81.4K $10.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.62K
+ 6.98%
$567.77 - $614.76 $3.19M - $3.45M
86.2K $52.8M
NSC
Norfolk Southern Corp

Industrials
277
+ 0.19%
$259.49 - $300.41 $71.9K - $83.2K
149K $44.8M
VNLA
Janus Henderson Short Duration

ETFs
118K
+ 20.86%
$48.99 - $49.29 $5.76M - $5.79M
681K $33.6M
CVX
Chevron Corp

Energy
30.9K
+ 50.56%
$145.57 - $161.83 $4.51M - $5.01M
92.2K $14.3M
BTU
Peabody Energy Corp

Energy
189K
+ 20357.96%
$13.18 - $26.81 $2.5M - $5.08M
190K $5.05M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.23K
+ 1.35%
$72.65 - $78.68 $525K - $569K
543K $42.5M
IXUS
Ishares Tr

ETFs
12.5K
+ 2.66%
$76.35 - $82.58 $957K - $1.04M
484K $39.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13.6K
+ 3.37%
$74.93 - $80.73 $1.02M - $1.1M
417K $33.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
64K
+ 156.31%
$50.81 - $51.07 $3.25M - $3.27M
105K $5.36M
PVAL
Putnam ETF Tr Putnam Focused L
30K
+ 4.18%
$39.93 - $42.72 $1.2M - $1.28M
746K $31.9M
ILDR
First Tr Exchange Traded Fd Vi
88.8K
+ 1741.55%
$28.95 - $33.25 $2.57M - $2.95M
93.9K $3.04M
JPIE
J P Morgan Exchange Traded Fd
60.2K
+ 24.7%
$46.01 - $46.55 $2.77M - $2.8M
304K $14.1M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
80.6K
+ 1734.02%
$31.86 - $34.58 $2.57M - $2.79M
85.3K $2.93M
ASML
Asml Holding Nv

Technology
1.42K
+ 20.88%
$689.63 - $968.09 $976K - $1.37M
8.19K $7.93M
PULS
Pgim ETF Tr

ETFs
47.1K
+ 14.32%
$49.58 - $49.83 $2.33M - $2.35M
376K $18.7M
NVS
Novartis Ag

Healthcare
14K
+ 27.66%
$113.5 - $129.73 $1.59M - $1.82M
64.8K $8.3M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
60.1K
+ 6.64%
$28.77 - $29.79 $1.73M - $1.79M
964K $28.6M
URI
United Rentals, Inc.

Industrials
382
+ 4.47%
$774.14 - $975.23 $296K - $373K
8.93K $8.52M
CYBR
Cyber Ark Software Ltd.

Technology
1.14K
+ 5.8%
$374.8 - $491.1 $428K - $561K
20.9K $10.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.27K
+ 0.94%
$52.12 - $55.33 $275K - $292K
568K $31.4M
IWM
Ishares Russell 2000 ETF

ETFs
4.31K
+ 12.33%
$214.92 - $244.84 $926K - $1.06M
39.3K $9.5M
KRE
Spdr S&P Regional Banking ETF

ETFs
28.8K
+ 96.58%
$58.82 - $66.17 $1.69M - $1.9M
58.6K $3.71M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
19K
+ 7.58%
$59.61 - $63.09 $1.13M - $1.2M
270K $17M
IPO
Renaissance Cap Greenwich Fds

ETFs
37.5K
New
$44.11 - $53.82 $1.65M - $2.02M
37.5K $1.86M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
9.98K
+ 2.13%
$38.85 - $41.97 $388K - $419K
479K $20.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10.8K
+ 3.02%
$42.26 - $47.16 $457K - $509K
369K $17.1M
TUR
Ishares Msci Turkey ETF

ETFs
52.7K
New
$32.12 - $35.97 $1.69M - $1.9M
52.7K $1.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.47K
+ 0.76%
$36.04 - $38.78 $161K - $173K
594K $22.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
71.2K
+ 8.96%
$22.64 - $23.22 $1.61M - $1.65M
865K $20M
IWY
Ishares Tr Russell 200 Growth

ETFs
4.05K
+ 18.57%
$243.93 - $275.62 $989K - $1.12M
25.9K $7.08M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.26K
+ 31.38%
$225.11 - $247.9 $1.18M - $1.3M
22K $5.44M
AESR
Two Rds Shared Tranfield Us Eq

ETFs
48.8K
+ 12.78%
$18.96 - $20.68 $924K - $1.01M
430K $8.86M
RDVY
First Trust Rising Dividend Ac

ETFs
5.7K
+ 2.14%
$62.38 - $67.29 $355K - $383K
272K $18.3M
PANW
Palo Alto Networks Inc

Technology
7.87K
+ 10.69%
$167.06 - $208.19 $1.32M - $1.64M
81.5K $16.6M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
9.88K
+ 172.76%
$105.16 - $140.03 $1.04M - $1.38M
15.6K $2.12M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
23.5K
+ 6.7%
$31.79 - $33.42 $746K - $784K
373K $12.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
17.4K
+ 85.44%
$70.85 - $76.96 $1.23M - $1.34M
37.8K $2.88M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.6K
+ 3.7%
$87.29 - $93.61 $576K - $618K
185K $17.3M
BKR
Baker Hughes CO

Energy
3.19K
+ 3.0%
$38.68 - $50.55 $123K - $161K
110K $5.34M
SPMD
Spdr Portfolio

ETFs
7.54K
+ 2.69%
$54.43 - $58.29 $410K - $440K
288K $16.5M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
21.9K
+ 2.32%
$28.42 - $30.45 $623K - $668K
969K $28.5M
AG
First Majestic Silver Corp

Basic Materials
50.5K
+ 37.31%
$7.83 - $12.41 $395K - $626K
186K $2.28M
CRDO
Credo Technology Group Holding LTD

Technology
13
+ 0.06%
$87.59 - $172.31 $1.14K - $2.24K
21.4K $3.12M
Activity Summary
Buys All Purchases 649 New Holdings 141 Increased Positions 508 Sells All Sells 1176 Reductions 1176 Sold out 0 Options Calls 0 Puts 0
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