Geneos Wealth Management Inc. Purchases in Q1 2025

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
177K
+ 33078.88%
$63.77 - $71.36 $11.3M - $12.6M
178K $12.2M
VEA
Vanguard Ftse Developed Market

ETFs
217K
+ 77.17%
$47.4 - $52.99 $10.3M - $11.5M
497K $25.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
107K
+ 80.26%
$42.5 - $46.71 $4.54M - $4.99M
240K $10.9M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
109K
New
$31.66 - $34.73 $3.44M - $3.77M
109K $3.53M
NVDA
Nvidia Corp

Technology
31.4K
+ 15.26%
$106.98 - $149.43 $3.35M - $4.69M
237K $25.7M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
42.8K
+ 1427800.0%
N/A
42.8K $2.67M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
83.3K
+ 90569.57%
$22.98 - $24.13 $1.91M - $2.01M
83.4K $1.99M
VB
Vanguard Small Cap ETF

ETFs
8.94K
+ 181.65%
$217.89 - $252.64 $1.95M - $2.26M
13.9K $3.07M
VGT
Vanguard Information Technolog

ETFs
2.53K
+ 233.15%
$542.38 - $646.34 $1.37M - $1.63M
3.61K $1.96M
MA
Mastercard Inc

Financial Services
2.48K
+ 34.24%
$504.67 - $576.31 $1.25M - $1.43M
9.72K $5.33M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
44.7K
+ 2886.06%
$25.12 - $26.05 $1.12M - $1.17M
46.3K $1.17M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18K
+ 182.52%
$40.79 - $42.32 $733K - $760K
27.8K $1.17M
V
Visa Inc.

Financial Services
2.07K
+ 8.6%
$306.92 - $362.71 $635K - $750K
26.1K $9.15M
MSI
Motorola Solutions, Inc.

Technology
1.53K
+ 286.87%
$411.73 - $482.1 $630K - $737K
2.06K $902K
GNTX
Gentex Corp

Consumer Cyclical
26.5K
New
$23.3 - $28.48 $617K - $755K
26.5K $617K
CGDV
Capital Group Divid Value ETF

ETFs
16.6K
+ 61.59%
$34.95 - $37.36 $580K - $620K
43.6K $1.55M
T
At&T Inc.

Communication Services
19K
+ 19.22%
$21.56 - $28.28 $411K - $539K
118K $3.34M
UNH
Unitedhealth Group Inc

Healthcare
983
+ 13.49%
$461.52 - $548.18 $454K - $539K
8.27K $4.33M
INTU
Intuit Inc

Technology
812
+ 149.82%
$555.63 - $630.23 $451K - $512K
1.35K $831K
CME
Cme Group Inc.

Financial Services
1.85K
+ 72.09%
$225.82 - $266.54 $418K - $494K
4.42K $1.17M
ISRG
Intuitive Surgical Inc

Healthcare
953
+ 95.4%
$476.63 - $610.45 $454K - $582K
1.95K $966K
SAP
Sap Se

Technology
1.64K
+ 1081.58%
$241.4 - $293.69 $397K - $483K
1.8K $482K
BAC
Bank Of America Corp

Financial Services
10.5K
+ 24.79%
$39.61 - $47.74 $414K - $499K
52.6K $2.2M
CGGO
Capital Group Global Growth Eq

ETFs
15.4K
+ 3287.82%
$28.33 - $30.84 $436K - $475K
15.9K $449K
GE
General Electric CO

Industrials
2.13K
+ 32.18%
$168.59 - $212.13 $359K - $452K
8.75K $1.75M
ADBE
Adobe Inc.

Technology
1.01K
+ 7.92%
$377.84 - $464.11 $382K - $469K
13.8K $5.28M
C
Citigroup Inc

Financial Services
4.63K
+ 74.33%
$67.23 - $84.63 $311K - $392K
10.9K $770K
HYG
Ishares Tr

ETFs
4.14K
+ 46.05%
$78.51 - $80.11 $325K - $331K
13.1K $1.04M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.32K
+ 406.77%
$208.48 - $244.03 $276K - $323K
1.65K $401K
ETR
Entergy Corp

Utilities
3.37K
+ 3918.6%
$75.26 - $87.89 $254K - $296K
3.46K $295K
SE
Sea LTD

Consumer Cyclical
2.13K
+ 10119.05%
$104.87 - $146.31 $223K - $311K
2.15K $280K
IGR
Cbre Global Real Estate Income Fund

Financial Services
46.8K
New
$4.79 - $5.34 $224K - $250K
46.8K $241K
VOT
Vanguard Mid Cap Growth Index

ETFs
932
+ 19.56%
$237.72 - $276.98 $222K - $258K
5.7K $1.39M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
18.4K
+ 1959.64%
$12.03 - $12.69 $221K - $234K
19.3K $236K
NRG
Nrg Energy, Inc.

Utilities
2.23K
+ 2190.2%
$84.82 - $113.33 $189K - $253K
2.34K $222K
MCK
Mckesson Corp

Healthcare
297
+ 29.41%
$566.21 - $672.99 $168K - $200K
1.31K $879K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
35.3K
New
$5.3 - $5.75 $187K - $203K
35.3K $189K
FE
Firstenergy Corp

Utilities
4.57K
+ 139.89%
$37.95 - $43.5 $174K - $199K
7.84K $316K
RELX
Relx PLC

Communication Services
3.63K
+ 3558.82%
$45.34 - $51.91 $165K - $188K
3.73K $188K
FITB
Fifth Third Bancorp

Financial Services
4.62K
+ 190.87%
$37.48 - $44.96 $173K - $208K
7.04K $276K
SHW
Sherwin Williams CO

Basic Materials
502
+ 79.3%
$330.16 - $365.55 $166K - $184K
1.14K $396K
JFR
Nuveen Floating Rate Income Fund

Financial Services
20.2K
+ 1481.94%
$8.41 - $9.05 $170K - $183K
21.5K $182K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
28.7K
New
$5.87 - $6.26 $169K - $180K
28.7K $169K
MTB
M&T Bank Corp

Financial Services
885
+ 114.79%
$170.47 - $201.98 $151K - $179K
1.66K $296K
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.76K
+ 686.47%
$40.27 - $42.11 $151K - $158K
4.3K $181K
GVI
Ishares Tr

ETFs
1.49K
New
$103.49 - $106.02 $154K - $158K
1.49K $157K
FCX
Freeport Mcmoran Inc

Basic Materials
4.06K
+ 53.99%
$34.5 - $43.01 $140K - $175K
11.6K $438K
AMP
Ameriprise Financial Inc

Financial Services
307
+ 262.39%
$472.29 - $575.13 $145K - $177K
424 $205K
UL
Unilever PLC

Consumer Defensive
2.5K
+ 19.82%
$54.72 - $60.29 $137K - $151K
15.1K $899K
Activity Summary
Buys All Purchases 447 New Holdings 211 Increased Positions 236 Sells All Sells 1843 Reductions 1843 Sold out 0 Options Calls 0 Puts 0
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