Geneos Wealth Management Inc. Purchases in Q3 2024

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
18.6K
+ 39.22%
$434.77 - $502.96 $8.11M - $9.38M
66.2K $32.3M
PULS
Pgim ETF Tr

ETFs
189K
+ 191.63%
$49.47 - $49.8 $9.37M - $9.43M
288K $14.3M
VTV
Vanguard Value ETF

ETFs
47.9K
+ 509.47%
$159.75 - $174.57 $7.66M - $8.37M
57.4K $10M
IDEV
Ishares Core Msci Intl Develop

ETFs
104K
New
$63.46 - $71.43 $6.62M - $7.45M
104K $7.39M
AAPL
Apple Inc.

Technology
10.6K
+ 6.15%
$207.23 - $234.82 $2.2M - $2.49M
183K $42.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
115K
+ 94.54%
$50.52 - $50.95 $5.81M - $5.86M
237K $12.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
72.6K
+ 91.01%
$71.45 - $75.64 $5.19M - $5.49M
152K $11.5M
VUG
Vanguard Growth ETF

ETFs
13.9K
+ 68.5%
$341.08 - $391.94 $4.75M - $5.46M
34.3K $13.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
133K
+ 31.22%
$31.05 - $34.29 $4.12M - $4.55M
558K $19.1M
NVDA
Nvidia Corp

Technology
45K
+ 30.15%
$98.91 - $134.91 $4.45M - $6.07M
194K $23.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.55K
+ 0.47%
$83.76 - $91.82 $214K - $234K
548K $50.1M
BKR
Baker Hughes CO

Energy
116K
+ 32165.28%
$32.92 - $38.72 $3.81M - $4.48M
116K $4.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
76.1K
+ 321.11%
$49.93 - $51.15 $3.8M - $3.89M
99.8K $5.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
37.1K
+ 305.62%
$92.63 - $105.69 $3.44M - $3.93M
49.3K $5.14M
XSMO
Invesco S&P Smallcap Momentum

ETFs
59K
+ 34708.24%
$59.5 - $67.14 $3.51M - $3.96M
59.2K $3.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.93K
+ 6.3%
$405.19 - $478.57 $1.19M - $1.4M
49.4K $22.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
33.4K
+ 6.76%
$48.51 - $52.86 $1.62M - $1.77M
528K $27.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
76.1K
+ 159.1%
$38.04 - $45.36 $2.9M - $3.45M
124K $5.54M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
91.7K
+ 23.31%
$24.51 - $27.14 $2.25M - $2.49M
485K $13M
SCHV
Schwab Strategic Tr Us Large C

ETFs
41.1K
+ 892.23%
$73.43 - $80.37 $3.02M - $3.3M
45.7K $3.67M
MUB
Ishares National Muni Bond ETF

ETFs
30K
+ 230.6%
$106.13 - $108.7 $3.18M - $3.26M
42.9K $4.66M
IEFA
Ishares Tr

ETFs
25.6K
+ 12.88%
$70.09 - $78.74 $1.79M - $2.01M
224K $17.5M
XLF
Financial Sector Spdr

ETFs
60.4K
+ 83.81%
$40.84 - $45.74 $2.47M - $2.76M
133K $6.01M
XLP
Consumer Staples Sector Spdr

ETFs
39.7K
+ 770.92%
$76.04 - $76.04 $3.02M - $3.02M
44.9K $3.41M
NSC
Norfolk Southern Corp

Industrials
3.93K
+ 6.52%
$213.75 - $259.69 $839K - $1.02M
64.2K $15.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
91K
+ 40.45%
$25.36 - $28.37 $2.31M - $2.58M
316K $8.9M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
97.9K
+ 680.8%
$28.1 - $29.89 $2.75M - $2.93M
112K $3.36M
VEA
Vanguard Ftse Developed Market

ETFs
38.6K
+ 15.0%
$47.6 - $53.31 $1.84M - $2.06M
296K $15.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
22.2K
+ 6.74%
$74.26 - $78.84 $1.65M - $1.75M
352K $27.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
41.8K
+ 1160.32%
$61.11 - $67.85 $2.55M - $2.83M
45.4K $3.08M
HD
Home Depot, Inc.

Consumer Cyclical
4.36K
+ 24.94%
$333.64 - $405.2 $1.45M - $1.77M
21.8K $8.84M
NEE
Nextera Energy Inc

Utilities
21.6K
+ 30.64%
$69.9 - $84.97 $1.51M - $1.83M
92K $7.77M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
48.9K
+ 26.21%
$36.02 - $41.68 $1.76M - $2.04M
236K $9.73M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
37.9K
+ 8.16%
$47.18 - $48.74 $1.79M - $1.85M
503K $24.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
28.3K
+ 5.38%
$33.74 - $37.96 $954K - $1.07M
554K $20.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
31.8K
+ 21.98%
$53.41 - $57.9 $1.7M - $1.84M
176K $10.2M
VO
Vanguard Mid Cap ETF

ETFs
8.41K
+ 318.89%
$237.84 - $263.83 $2M - $2.22M
11K $2.91M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
18.6K
+ 2488.37%
$114.73 - $120.23 $2.14M - $2.24M
19.4K $2.32M
PODD
Insulet Corp

Healthcare
8.21K
+ 84.94%
$180.69 - $239.01 $1.48M - $1.96M
17.9K $4.16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
18.8K
+ 7.19%
$60.84 - $67.51 $1.14M - $1.27M
280K $18.9M
VGT
Vanguard Information Technolog

ETFs
3.64K
+ 325.56%
$514.43 - $606.85 $1.87M - $2.21M
4.76K $2.79M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
111K
+ 1750.81%
$18.12 - $18.92 $2.01M - $2.1M
118K $2.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.77K
+ 17.07%
$162.83 - $179.16 $1.27M - $1.39M
53.3K $9.55M
BNDX
Vanguard Total International B

ETFs
39K
+ 57.52%
$48.42 - $50.35 $1.89M - $1.96M
107K $5.37M
JPM
Jpmorgan Chase & CO

Financial Services
7.71K
+ 15.12%
$194.9 - $224.8 $1.5M - $1.73M
58.7K $12.4M
GOOGL
Alphabet Inc.

Communication Services
16.9K
+ 36.23%
$148.65 - $191.18 $2.52M - $3.24M
63.6K $10.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
12K
+ 3.71%
$63.28 - $70.06 $757K - $838K
334K $23.4M
SOXX
Ishares Semiconductor ETF

ETFs
8.91K
+ 155.63%
$199.29 - $265.49 $1.78M - $2.36M
14.6K $3.37M
TSLA
Tesla, Inc.

Consumer Cyclical
505
+ 1.77%
$191.76 - $263.26 $96.8K - $133K
29.1K $7.61M
Activity Summary
Buys All Purchases 1595 New Holdings 585 Increased Positions 1010 Sells All Sells 424 Reductions 424 Sold out 0 Options Calls 0 Puts 0
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