Geneos Wealth Management Inc. Purchases in Q4 2024

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.14M
+ 1715.02%
$100.16 - $100.7 $114M - $115M
1.21M $121M
UNH
Unitedhealth Group Inc

Healthcare
13.7K
New
$485.52 - $625.25 $6.64M - $8.56M
13.7K $6.92M
NVDA
Nvidia Corp

Technology
28.8K
+ 14.85%
$117.0 - $148.88 $3.37M - $4.29M
223K $29.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
126K
New
$48.48 - $49.47 $6.09M - $6.21M
126K $6.11M
SPYG
Spdr Portfolio

ETFs
37.7K
+ 13.46%
$81.74 - $91.38 $3.08M - $3.44M
318K $27.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
50.5K
+ 81.92%
$96.64 - $101.23 $4.88M - $5.11M
112K $10.9M
O
Realty Income Corp

Real Estate
83.6K
+ 1044.86%
$51.76 - $64.71 $4.33M - $5.41M
91.6K $4.89M
IVV
Ishares Core S&P 500 ETF

ETFs
4.29K
+ 3.09%
$570.51 - $610.59 $2.45M - $2.62M
143K $84.2M
XLF
Financial Sector Spdr

ETFs
77.7K
+ 58.65%
$44.89 - $51.34 $3.49M - $3.99M
210K $10.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
147K
New
$26.16 - $28.82 $3.85M - $4.24M
147K $3.85M
PODD
Insulet Corp

Healthcare
12.2K
+ 68.47%
$227.79 - $275.7 $2.79M - $3.38M
30.1K $7.86M
CGCP
Capital Group Core Plus Income

ETFs
143K
+ 306.7%
$22.13 - $23.17 $3.17M - $3.31M
190K $4.21M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14K
+ 1152.42%
$198.04 - $221.51 $2.78M - $3.11M
15.2K $3.21M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
93K
New
$30.04 - $32.01 $2.79M - $2.98M
93K $2.92M
PG
Procter & Gamble CO

Consumer Defensive
17.3K
New
$161.05 - $179.7 $2.79M - $3.11M
17.3K $2.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
34.9K
+ 219.21%
$87.1 - $98.49 $3.04M - $3.44M
50.9K $4.44M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
194K
New
$11.14 - $20.2 $2.16M - $3.92M
194K $2.79M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.8K
+ 29.67%
$174.22 - $187.62 $2.76M - $2.97M
69.1K $12.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
44K
New
$53.94 - $58.15 $2.37M - $2.56M
44K $2.48M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
28.2K
+ 9.23%
N/A
334K $28.6M
SRE
Sempra Energy

Utilities
25.8K
+ 633.44%
$80.81 - $94.77 $2.09M - $2.45M
29.9K $2.62M
IWY
Ishares Tr Russell 200 Growth

ETFs
6.71K
+ 14.7%
$216.72 - $244.71 $1.45M - $1.64M
52.4K $12.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
22.6K
+ 6.76%
$69.3 - $74.3 $1.57M - $1.68M
357K $25.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.24K
+ 21.85%
$275.15 - $388.2 $891K - $1.26M
18.1K $6.18M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
46.1K
New
$40.0 - $52.93 $1.84M - $2.44M
46.1K $1.86M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
47.1K
+ 40.68%
$44.21 - $46.46 $2.08M - $2.19M
163K $7.23M
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
110K
New
$14.56 - $16.65 $1.6M - $1.83M
110K $1.8M
EWS
Ishares Inc Msci Singapore ETF

ETFs
78.3K
New
$21.36 - $23.24 $1.67M - $1.82M
78.3K $1.71M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
18.3K
+ 6.55%
$66.77 - $71.52 $1.22M - $1.31M
298K $20.6M
FYX
First Tr Small Cap Core Alphad

ETFs
16.3K
New
$96.51 - $110.53 $1.57M - $1.8M
16.3K $1.65M
FTNT
Fortinet, Inc.

Technology
9.41K
+ 22.08%
$76.49 - $99.21 $720K - $933K
52K $4.91M
ARGT
Global X Msci Argentina ETF

ETFs
19.3K
New
$66.16 - $88.28 $1.28M - $1.7M
19.3K $1.6M
KCE
Spdr S&P Capital Markets ETF

ETFs
11.5K
New
$124.2 - $148.51 $1.43M - $1.7M
11.5K $1.58M
AMD
Advanced Micro Devices Inc

Technology
12.8K
New
$118.88 - $172.8 $1.52M - $2.21M
12.8K $1.55M
VUG
Vanguard Growth ETF

ETFs
1.47K
+ 4.28%
$378.79 - $428.11 $555K - $628K
35.7K $14.7M
PANW
Palo Alto Networks Inc

Technology
30K
+ 120.86%
$181.96 - $405.9 $5.47M - $12.2M
54.9K $9.99M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
11.6K
+ 479.86%
$119.61 - $136.3 $1.38M - $1.58M
14K $1.73M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.4K
+ 11.98%
$50.62 - $50.97 $1.44M - $1.45M
265K $13.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.4K
+ 16.64%
$71.75 - $75.11 $1.82M - $1.91M
178K $12.8M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
17.6K
New
$47.29 - $84.74 $831K - $1.49M
17.6K $1.31M
VDC
Vanguard Consumer Staples ETF

ETFs
6.19K
+ 447.47%
$210.96 - $223.62 $1.31M - $1.38M
7.58K $1.6M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
18.3K
+ 5.72%
$52.0 - $55.66 $952K - $1.02M
338K $18.1M
DINT
Davis Fundamental ETF Tr

ETFs
53.6K
New
$21.84 - $25.69 $1.17M - $1.38M
53.6K $1.17M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
29.4K
New
$35.84 - $41.12 $1.05M - $1.21M
29.4K $1.14M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
18.8K
New
$59.74 - $60.03 $1.13M - $1.13M
18.8K $1.13M
IWV
Ishares Russell 3000 ETF

ETFs
915
+ 0.87%
$323.08 - $349.08 $296K - $319K
106K $35.4M
KMI
Kinder Morgan, Inc.

Energy
4.86K
+ 2.7%
$22.59 - $28.54 $110K - $139K
185K $5.07M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
32.9K
New
$32.51 - $34.98 $1.07M - $1.15M
32.9K $1.09M
GS
Goldman Sachs Group Inc

Financial Services
256
+ 2.33%
$486.1 - $608.57 $124K - $156K
11.3K $6.45M
Activity Summary
Buys All Purchases 1316 New Holdings 457 Increased Positions 859 Sells All Sells 741 Reductions 741 Sold out 0 Options Calls 0 Puts 0
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