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
SHOO
Steven Madden, Ltd.

Consumer Cyclical
1.27K
New
$41.58 - $49.01 $52.6K - $62K
1.27K $62K
IQLT
Ishares Msci Intl Quality Fact

ETFs
988
+ 12.53%
$37.37 - $41.82 $36.9K - $41.3K
8.88K $368K
CGDV
Capital Group Divid Value ETF

ETFs
1.06K
+ 16.37%
$32.96 - $36.48 $35K - $38.7K
7.55K $275K
SYY
Sysco Corp

Consumer Defensive
556
+ 20.04%
$69.16 - $78.98 $38.5K - $43.9K
3.33K $259K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
1.3K
+ 38.68%
$41.93 - $44.13 $54.5K - $57.4K
4.66K $205K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
4.64K
+ 881.37%
$12.25 - $13.1 $56.8K - $60.7K
5.16K $67K
RVT
Royce Value Trust, Inc.

Financial Services
3.93K
New
$14.28 - $16.01 $56.1K - $62.9K
3.93K $61K
LQD
Ishares Iboxx $ Investment Gra

ETFs
428
+ 21.13%
$106.11 - $113.72 $45.4K - $48.7K
2.45K $277K
WCN
Waste Connections, Inc.

Industrials
336
New
$173.92 - $186.5 $58.4K - $62.7K
336 $60K
PAYX
Paychex Inc

Industrials
142
+ 5.46%
$116.17 - $135.19 $16.5K - $19.2K
2.74K $367K
PDI
Pimco Dynamic Income Fund

Financial Services
2.34K
+ 29.69%
$18.7 - $20.25 $43.8K - $47.4K
10.2K $207K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
172
+ 2.11%
$80.24 - $91.14 $13.8K - $15.7K
8.31K $757K
AON
Aon PLC

Financial Services
123
+ 40.46%
$293.16 - $351.06 $36.1K - $43.2K
427 $147K
KRG
Kite Realty Group Trust

Real Estate
707
+ 7.75%
$21.76 - $26.86 $15.4K - $19K
9.83K $261K
SONY
Sony Group Corp

Technology
501
+ 70.37%
$81.61 - $98.65 $40.9K - $49.4K
1.21K $117K
MPWR
Monolithic Power Systems Inc

Technology
55
+ 96.49%
$757.04 - $947.16 $41.6K - $52.1K
112 $103K
DDOG
Datadog, Inc.

Technology
506
+ 440.0%
$104.97 - $134.56 $53.1K - $68.1K
621 $71K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
336
+ 1120.0%
$151.63 - $169.74 $50.9K - $57K
366 $61K
GDDY
Go Daddy Inc.

Technology
361
+ 5157.14%
$141.41 - $167.41 $51K - $60.4K
368 $57K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
461
New
$89.87 - $124.16 $41.4K - $57.2K
461 $57K
FYLD
Cambria Foreign Shareholder Yi

ETFs
586
+ 2.09%
$24.79 - $28.04 $14.5K - $16.4K
28.6K $795K
IVT
Inven Trust Properties Corp.

Real Estate
1
+ 0.01%
$24.41 - $29.87 $24.4 - $29.9
15.5K $439K
BLDR
Builders First Source, Inc.

Industrials
203
+ 68.58%
$132.6 - $201.83 $26.9K - $41K
499 $96K
WEN
Wendy'S CO

Consumer Cyclical
3.25K
New
$15.83 - $18.24 $51.4K - $59.2K
3.25K $56K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.16K
New
$47.7 - $48.54 $55.1K - $56.1K
1.16K $56K
CLX
Clorox CO

Consumer Defensive
72
+ 4.43%
$131.73 - $166.97 $9.48K - $12K
1.7K $276K
GLW
Corning Inc

Technology
606
+ 14.74%
$37.76 - $46.2 $22.9K - $28K
4.72K $213K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
492
+ 175.71%
$97.05 - $106.1 $47.7K - $52.2K
772 $81K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
142
+ 0.86%
$69.59 - $79.2 $9.88K - $11.2K
16.6K $1.28M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
21
+ 0.3%
$61.04 - $71.27 $1.28K - $1.5K
7.11K $492K
TTE
Total Energies Se

Energy
605
+ 12.82%
$68.61 - $68.61 $41.5K - $41.5K
5.33K $365K
BBY
Best Buy CO Inc

Consumer Cyclical
325
+ 36.23%
$80.23 - $103.29 $26.1K - $33.6K
1.22K $126K
STT
State Street Corp

Financial Services
484
+ 92.02%
$73.37 - $89.31 $35.5K - $43.2K
1.01K $89K
RGA
Reinsurance Group Of America Inc

Financial Services
228
+ 217.14%
$192.62 - $225.79 $43.9K - $51.5K
333 $72K
CUZ
Cousins Properties Inc

Real Estate
678
+ 14.26%
$22.4 - $30.21 $15.2K - $20.5K
5.43K $160K
STLD
Steel Dynamics Inc

Basic Materials
516
+ 335.06%
N/A
670 $65K
HCP
Hashi Corp, Inc.

Technology
1.46K
+ 237.89%
$33.36 - $33.99 $48.8K - $49.7K
2.08K $70K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
486
+ 294.55%
$74.21 - $96.5 $36.1K - $46.9K
651 $62K
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.14K
+ 11.87%
$22.89 - $27.41 $26K - $31.1K
10.7K $273K
DFAU
Dimensional ETF Tr

ETFs
1.14K
+ 60.88%
$35.8 - $39.69 $40.8K - $45.2K
3.01K $119K
RNR
Renaissancere Holdings LTD

Financial Services
135
+ 54.0%
$211.47 - $272.21 $28.5K - $36.7K
385 $104K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
382
+ 812.77%
$112.99 - $126.45 $43.2K - $48.3K
429 $54K
DEUS
Xtrackers Russell Us Multifact

ETFs
105
+ 1.08%
$50.01 - $54.76 $5.25K - $5.75K
9.8K $536K
GM
General Motors CO

Consumer Cyclical
1.23K
+ 26.48%
$39.95 - $49.9 $49.3K - $61.5K
5.89K $264K
AXON
Axon Enterprise, Inc.

Industrials
70
+ 38.25%
$286.16 - $399.6 $20K - $28K
253 $101K
ROST
Ross Stores, Inc.

Consumer Cyclical
311
+ 129.58%
$136.06 - $155.24 $42.3K - $48.3K
551 $82K
MCHP
Microchip Technology Inc

Technology
629
+ 265.4%
$72.0 - $95.98 $45.3K - $60.4K
866 $69K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
2.27K
New
$19.94 - $22.45 $45.2K - $50.9K
2.27K $48K
JBL
Jabil Inc

Technology
402
+ 8040.0%
$97.55 - $126.65 $39.2K - $50.9K
407 $48K
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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