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
DWM
Wisdomtree Tr

ETFs
3
+ 0.01%
$52.06 - $63.91 $156 - $192
26.6K $1.69M
ADSK
Autodesk, Inc.

Technology
587
+ 21.58%
N/A
3.31K $812K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
6.95K
+ 17.57%
$18.65 - $19.82 $130K - $138K
46.5K $921K
KRG
Kite Realty Group Trust

Real Estate
6.28K
+ 69.8%
$19.53 - $23.3 $123K - $146K
15.3K $345K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.41K
+ 14.41%
$99.97 - $129.69 $141K - $183K
11.2K $1.17M
CDW
Cdw Corp

Technology
725
+ 94.28%
$144.49 - $190.68 $105K - $138K
1.49K $266K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.68K
+ 1.32%
$22.4 - $23.8 $60K - $63.8K
206K $4.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
881
+ 32.96%
$82.51 - $109.2 $72.7K - $96.2K
3.55K $388K
ZION
Zions Bancorporation, National Association

Financial Services
2.53K
+ 56.57%
$41.39 - $51.94 $105K - $131K
7.01K $363K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
9.71K
+ 473.61%
$11.7 - $14.28 $114K - $139K
11.8K $167K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.34K
+ 13.7%
$24.14 - $25.43 $153K - $161K
52.6K $1.3M
DTE
Dte Energy CO

Utilities
1.13K
+ 55.89%
$127.39 - $139.49 $143K - $157K
3.14K $415K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.47K
New
$88.49 - $92.4 $130K - $135K
1.47K $135K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.24K
+ 72.4%
$82.17 - $99.96 $102K - $124K
2.96K $290K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
5.85K
+ 100.0%
$20.85 - $24.04 $122K - $141K
11.7K $273K
MLM
Martin Marietta Materials Inc

Basic Materials
210
+ 81.71%
$452.51 - $568.19 $95K - $119K
467 $256K
EWD
Ishares Inc Msci Sweden ETF

ETFs
194
+ 0.58%
$37.07 - $46.35 $7.19K - $8.99K
33.8K $1.54M
SMTC
Semtech Corp

Technology
319
+ 2.92%
$24.34 - $45.62 $7.76K - $14.6K
11.3K $507K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.4K
+ 127.96%
$23.96 - $24.27 $129K - $131K
9.62K $233K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
401
+ 0.98%
$66.87 - $79.47 $26.8K - $31.9K
41.4K $3.29M
CNI
Canadian National Railway CO

Industrials
1.18K
+ 109.14%
$92.66 - $108.13 $110K - $128K
2.27K $235K
DVN
Devon Energy Corp

Energy
5.79K
+ 58.29%
$26.8 - $37.92 $155K - $220K
15.7K $500K
MELI
Mercadolibre Inc

Consumer Cyclical
25
+ 26.6%
$1794.73 - $2613.63 $44.9K - $65.3K
119 $311K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
7.74K
+ 125.45%
$12.25 - $15.47 $94.8K - $120K
13.9K $215K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.02K
+ 12.7%
$27.26 - $34.48 $55K - $69.5K
17.9K $617K
PPG
Ppg Industries Inc

Basic Materials
1.07K
+ 117.4%
$91.66 - $115.04 $98.4K - $123K
1.99K $226K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.15K
+ 39.1%
$73.7 - $90.98 $84.5K - $104K
4.08K $370K
VALE
Vale S.A.

Basic Materials
13.1K
+ 318.84%
$8.26 - $10.1 $108K - $132K
17.1K $166K
IVT
Inven Trust Properties Corp.

Real Estate
5.77K
+ 34.93%
$25.97 - $29.73 $150K - $172K
22.3K $610K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
782
+ 54.42%
$108.06 - $135.3 $84.5K - $106K
2.22K $300K
RY
Royal Bank Of Canada

Financial Services
403
+ 10.7%
$108.36 - $131.55 $43.7K - $53K
4.17K $548K
QWLD
Spdr Index Shs Fds

ETFs
359
+ 3.49%
$114.78 - $134.88 $41.2K - $48.4K
10.6K $1.44M
MTZ
Mastec Inc

Industrials
478
+ 62.57%
$106.07 - $171.99 $50.7K - $82.2K
1.24K $211K
AVB
Avalonbay Communities Inc

Real Estate
615
+ 129.47%
$187.23 - $215.61 $115K - $133K
1.09K $221K
IWB
Ishares Tr Russell 1000 ETF

ETFs
222
+ 17.02%
$272.36 - $339.57 $60.5K - $75.4K
1.53K $518K
PSA
Public Storage

Real Estate
421
+ 64.57%
$266.31 - $309.77 $112K - $130K
1.07K $314K
KXI
Ishares Tr Global Consumer Sta

ETFs
1.78K
+ 200.0%
$60.73 - $67.45 $108K - $120K
2.66K $174K
ARKG
Ark Genomic Revolution ETF (De

ETFs
3.22K
+ 30.13%
$18.34 - $24.56 $59.1K - $79.2K
13.9K $339K
DEO
Diageo PLC

Consumer Defensive
1.47K
+ 17.94%
$99.86 - $115.75 $147K - $170K
9.65K $973K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
658
+ 2.91%
$81.46 - $94.63 $53.6K - $62.3K
23.2K $2.2M
BME
Black Rock Health Sciences Trust

Financial Services
3.27K
+ 200.0%
$34.86 - $38.42 $114K - $125K
4.9K $178K
CHWY
Chewy, Inc.

Consumer Cyclical
1.29K
+ 21.8%
$31.21 - $48.21 $40.2K - $62.1K
7.2K $306K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.14K
+ 10.44%
$99.1 - $99.49 $112K - $113K
12K $1.19M
BITO
Proshares Tr Bitcoin Strategy

ETFs
4.32K
+ 71.45%
$16.69 - $23.43 $72K - $101K
10.4K $222K
XLI
Industrial Sector Spdr

ETFs
197
+ 4.07%
$116.42 - $147.52 $22.9K - $29.1K
5.03K $742K
AIQ
Global X Funds Global X Artifi

ETFs
485
+ 4.01%
$31.5 - $43.69 $15.3K - $21.2K
12.6K $549K
PRN
Invesco Dwa Industrials Moment

ETFs
655
+ 187.14%
$122.83 - $157.05 $80.5K - $103K
1.01K $157K
DFNV
Donoghue Forlines Risk Managed

ETFs
2.66K
+ 100.0%
$37.28 - $38.2 $99.2K - $102K
5.32K $203K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
2.56K
+ 200.0%
$36.35 - $41.07 $93K - $105K
3.84K $157K
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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