Geneos Wealth Management Inc. Purchases in Q2 2025

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
43.8K
+ 28.54%
$498.8 - $620.9 $21.9M - $27.2M
197K $123M
MSFT
Microsoft Corp

Technology
30K
+ 32.68%
$354.56 - $497.45 $10.6M - $14.9M
122K $60.5M
NSC
Norfolk Southern Corp

Industrials
87.4K
+ 142.08%
$206.34 - $257.46 $18M - $22.5M
149K $38.1M
PVAL
Putnam ETF Tr Putnam Focused L
571K
+ 394.4%
$33.6 - $40.23 $19.2M - $23M
716K $28.8M
CGDV
Capital Group Divid Value ETF

ETFs
522K
+ 1198.09%
$31.93 - $39.49 $16.7M - $20.6M
565K $22.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
209K
+ 63.94%
$58.41 - $72.69 $12.2M - $15.2M
536K $38.9M
WPC
W. P. Carey Inc.

Real Estate
274K
+ 1522.44%
$56.12 - $64.53 $15.4M - $17.7M
292K $18.2M
NVDA
Nvidia Corp

Technology
23.1K
+ 9.75%
$94.31 - $157.99 $2.18M - $3.65M
260K $41.1M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
348K
+ 181.09%
$42.72 - $44.24 $14.9M - $15.4M
541K $23.7M
IXUS
Ishares Tr

ETFs
164K
+ 53.49%
$62.37 - $77.63 $10.2M - $12.7M
471K $36.4M
IWV
Ishares Russell 3000 ETF

ETFs
29.7K
+ 29.4%
$281.67 - $351.0 $8.36M - $10.4M
131K $45.9M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
423K
+ 80.64%
$24.63 - $29.39 $10.4M - $12.4M
947K $27.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17K
+ 26.72%
$456.74 - $568.03 $7.76M - $9.65M
80.6K $45.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
13.7K
+ 20.98%
$416.06 - $551.64 $5.69M - $7.54M
78.8K $43.5M
AVGO
Broadcom Inc.

Technology
16.6K
+ 25.91%
$146.29 - $275.65 $2.43M - $4.58M
80.7K $22.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.81K
+ 3.69%
$496.48 - $617.85 $2.39M - $2.97M
135K $83.6M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
401K
+ 153.07%
$24.48 - $24.9 $9.82M - $9.99M
663K $16.5M
FV
First Trust Dorsey Wright Focu

ETFs
156K
+ 171.46%
$48.43 - $59.26 $7.56M - $9.25M
247K $14.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
125K
+ 19.39%
$30.53 - $40.65 $3.83M - $5.1M
772K $31.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
166K
+ 88.03%
$47.46 - $55.3 $7.88M - $9.18M
354K $19.5M
JPM
Jpmorgan Chase & CO

Financial Services
22.2K
+ 36.49%
$210.28 - $289.91 $4.68M - $6.45M
83.2K $24.1M
FNDF
Schwab Fundamental Intl Large

ETFs
175K
+ 38.16%
$32.25 - $40.02 $5.66M - $7.02M
635K $25.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
178K
+ 139.44%
$48.5 - $49.35 $8.63M - $8.78M
306K $15.1M
RDVY
First Trust Rising Dividend Ac

ETFs
131K
+ 96.55%
$51.6 - $62.74 $6.75M - $8.21M
266K $16.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22.8K
+ 43.72%
$483.48 - $539.8 $11M - $12.3M
74.9K $36.4M
SPSB
Spdr Portfolio Short Term Corp

ETFs
270K
+ 73.49%
$29.82 - $30.19 $8.05M - $8.15M
637K $19.2M
SPYG
Spdr Portfolio

ETFs
41.7K
+ 15.02%
$71.83 - $95.32 $3M - $3.98M
320K $30.5M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
125K
+ 99.95%
$50.39 - $60.05 $6.31M - $7.53M
251K $15.1M
IMFL
Invesco Ex Tr Self Indx Fd Tr
273K
+ 552.79%
$22.43 - $27.68 $6.12M - $7.55M
322K $8.92M
GOOGL
Alphabet Inc.

Communication Services
34K
+ 45.7%
$144.7 - $178.6 $4.92M - $6.07M
108K $19.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
330K
+ 71.13%
$22.54 - $23.17 $7.44M - $7.65M
794K $18.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
37.1K
+ 46.53%
$152.93 - $181.74 $5.68M - $6.75M
117K $21.2M
XLK
Technology Sector Spdr

ETFs
27.9K
+ 373.66%
$179.73 - $253.23 $5.01M - $7.06M
35.3K $8.95M
VUG
Vanguard Growth ETF

ETFs
10.6K
+ 26.35%
$329.49 - $438.4 $3.49M - $4.65M
50.8K $22.3M
AMZN
Amazon Com Inc

Consumer Cyclical
18K
+ 15.74%
$167.32 - $223.3 $3.02M - $4.03M
133K $29.1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
221K
+ 170.65%
$27.3 - $31.8 $6.02M - $7.02M
350K $11.1M
AAPL
Apple Inc.

Technology
48.9K
+ 26.06%
$172.42 - $223.89 $8.44M - $11M
237K $48.6M
JPIE
J P Morgan Exchange Traded Fd
146K
+ 148.0%
$45.12 - $46.32 $6.57M - $6.74M
244K $11.3M
HD
Home Depot, Inc.

Consumer Cyclical
17.6K
+ 70.28%
$335.24 - $380.78 $5.91M - $6.71M
42.7K $15.7M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
120K
New
$53.27 - $54.27 $6.39M - $6.51M
120K $6.45M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
182K
+ 191.31%
$27.46 - $33.2 $5.01M - $6.05M
278K $9.21M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
90.9K
+ 14.37%
$32.66 - $40.75 $2.97M - $3.7M
724K $29.3M
META
Meta Platforms, Inc.

Communication Services
4.27K
+ 22.46%
$484.66 - $738.09 $2.07M - $3.15M
23.3K $17.2M
VEA
Vanguard Ftse Developed Market

ETFs
55.1K
+ 11.08%
$45.65 - $57.01 $2.52M - $3.14M
552K $31.5M
DINT
Davis Fundamental ETF Tr

ETFs
231K
+ 451.83%
$19.97 - $25.86 $4.62M - $5.98M
282K $7.3M
PULS
Pgim ETF Tr

ETFs
118K
+ 55.98%
$49.39 - $49.76 $5.82M - $5.87M
329K $16.4M
FVD
First Tr Value Line Divid Inde

ETFs
131K
+ 182.03%
$40.62 - $45.12 $5.32M - $5.91M
203K $9.08M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.93K
+ 1.09%
$108.12 - $135.04 $425K - $531K
364K $49.2M
DG
Dollar General Corp

Consumer Defensive
44.5K
+ 2584.95%
$86.02 - $114.95 $3.83M - $5.11M
46.2K $5.29M
Activity Summary
Buys All Purchases 1856 New Holdings 208 Increased Positions 1648 Sells All Sells 686 Reductions 686 Sold out 0 Options Calls 0 Puts 0
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