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
EXC
Exelon Corp

Utilities
2.71K
+ 59.28%
$42.2 - $47.37 $114K - $128K
7.28K $316K
SNY
Sanofi

Healthcare
3.96K
+ 33.06%
$47.62 - $55.44 $189K - $220K
15.9K $769K
PFL
Pimco Income Strategy Fund

Financial Services
13.3K
+ 63.62%
$7.76 - $8.58 $103K - $114K
34.2K $284K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.44K
+ 93.5%
$53.75 - $67.21 $77.3K - $96.7K
2.98K $197K
EMB
Ishares Tr

ETFs
870
+ 7.61%
$86.54 - $92.62 $75.3K - $80.6K
12.3K $1.14M
IYY
Ishares Tr

ETFs
500
+ 26.22%
$120.9 - $150.87 $60.5K - $75.4K
2.41K $363K
GLP
Global Partners LP

Energy
2K
+ 89.09%
$44.91 - $56.21 $89.8K - $112K
4.25K $223K
LUNA
Luna Innovations Inc

Technology
97.3K
+ 103.18%
$0.3 - $0.89 $29.2K - $86.6K
192K $168K
GM
General Motors CO

Consumer Cyclical
1.79K
+ 26.18%
$42.48 - $50.46 $76.2K - $90.5K
8.64K $425K
NFG
National Fuel Gas CO

Energy
816
+ 13.66%
$73.0 - $86.01 $59.6K - $70.2K
6.79K $575K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
2.32K
+ 35.3%
$32.77 - $38.72 $75.9K - $89.6K
8.87K $343K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.19K
+ 99.83%
$69.8 - $85.28 $83K - $101K
2.38K $197K
TBUX
T Rowe Price Exchange Traded F

ETFs
2K
+ 18.01%
$49.52 - $49.9 $99K - $99.8K
13.1K $651K
SCCO
Southern Copper Corp

Basic Materials
707
+ 19.3%
$75.63 - $104.64 $53.5K - $74K
4.37K $442K
RBLX
Roblox Corp

Communication Services
743
+ 164.02%
$51.22 - $105.59 $38.1K - $78.5K
1.2K $125K
OHI
Omega Healthcare Investors Inc

Real Estate
3.1K
+ 28.44%
$35.55 - $39.05 $110K - $121K
14K $512K
FDX
Fedex Corp

Industrials
539
+ 35.91%
$198.07 - $245.17 $107K - $132K
2.04K $463K
FSMO
Fidelity Covington Tr

ETFs
3.72K
New
N/A
3.72K $97K
TWST
Twist Bioscience Corp

Healthcare
2.65K
New
$28.16 - $40.27 $74.6K - $107K
2.65K $97K
SPGI
S&P Global Inc.

Financial Services
97
+ 4.36%
$438.31 - $527.29 $42.5K - $51.1K
2.32K $1.22M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.15K
+ 11.99%
$45.9 - $56.06 $52.8K - $64.5K
10.8K $602K
GDV
Gabelli Dividend & Income Trust

Financial Services
3.46K
+ 151.05%
$21.11 - $26.01 $73.1K - $90K
5.75K $149K
NXPI
Nxp Semiconductors N.V.

Technology
73
+ 2.72%
$153.5 - $218.72 $11.2K - $16K
2.76K $602K
GVA
Granite Construction Inc

Industrials
32
+ 0.65%
$71.89 - $93.51 $2.3K - $2.99K
4.92K $460K
IGM
Ishares Expanded Tech Sector E

ETFs
212
+ 6.77%
$79.8 - $112.34 $16.9K - $23.8K
3.34K $375K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.79K
+ 34.02%
$55.13 - $75.25 $98.7K - $135K
7.05K $483K
XPO
Xpo Logistics, Inc.

Industrials
268
+ 8.87%
$91.46 - $128.1 $24.5K - $34.3K
3.29K $415K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
703
+ 18.42%
$75.29 - $91.16 $52.9K - $64.1K
4.52K $407K
FXR
First Trust Industrials/Produc

ETFs
1.11K
+ 69.15%
$60.85 - $74.22 $67.8K - $82.7K
2.73K $202K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
4.05K
+ 143.32%
$19.73 - $22.32 $79.8K - $90.3K
6.87K $149K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.68K
+ 21.08%
$43.28 - $50.37 $72.7K - $84.6K
9.65K $483K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
3.2K
+ 133.44%
$22.63 - $26.95 $72.4K - $86.2K
5.6K $150K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
2.35K
+ 6.8%
$12.82 - $18.15 $30.1K - $42.6K
36.9K $618K
DLR
Digital Realty Trust, Inc.

Real Estate
316
+ 29.92%
$136.11 - $177.69 $43K - $56.2K
1.37K $239K
MAR
Marriott International Inc

Consumer Cyclical
11
+ 0.46%
$211.12 - $274.14 $2.32K - $3.02K
2.4K $655K
SON
Sonoco Products CO

Consumer Cyclical
2.09K
+ 220.97%
$40.6 - $47.93 $84.7K - $100K
3.03K $131K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
2.5K
+ 171.71%
$26.38 - $32.66 $65.8K - $81.5K
3.95K $128K
WDI
Western Asset Diversified Income Fund

ETFs
5.71K
+ 555.54%
$12.85 - $14.92 $73.4K - $85.2K
6.74K $100K
LPX
Louisiana Pacific Corp

Industrials
1K
+ 2000.0%
$81.16 - $95.48 $81.2K - $95.5K
1.05K $90K
FNK
First Trust Mid Cap Value Alph

ETFs
1.6K
+ 200.0%
$43.24 - $51.76 $69.2K - $82.8K
2.4K $124K
KRE
Spdr S&P Regional Banking ETF

ETFs
114
+ 0.38%
$48.81 - $59.48 $5.56K - $6.78K
29.8K $1.77M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
806
+ 28.1%
$65.84 - $80.81 $53.1K - $65.1K
3.67K $294K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
572
+ 44.51%
$94.74 - $118.43 $54.2K - $67.7K
1.86K $219K
CIEN
Ciena Corp

Technology
36
+ 0.95%
$53.5 - $83.89 $1.93K - $3.02K
3.84K $312K
CGXU
Capital Group Intl Focus Equit

ETFs
2.5K
+ 50.64%
$21.44 - $27.35 $53.7K - $68.5K
7.45K $202K
EW
Edwards Lifesciences Corp

Healthcare
476
+ 6.38%
$67.07 - $78.22 $31.9K - $37.2K
7.94K $620K
FCX
Freeport Mcmoran Inc

Basic Materials
345
+ 2.98%
$29.15 - $44.46 $10.1K - $15.3K
11.9K $517K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
11.1K
+ 39.23%
N/A
39.4K $280K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
13.5K
+ 46.91%
$5.17 - $5.91 $69.7K - $79.6K
42.2K $248K
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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