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
SQ
Block, Inc.

Technology
1.37K
+ 21.92%
N/A
7.61K $435K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
14.6K
+ 51.82%
$5.37 - $5.86 $78.6K - $85.7K
42.9K $240K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.65K
+ 3.59%
$29.0 - $30.68 $76.7K - $81.2K
76.4K $2.34M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
602
+ 85.51%
$103.88 - $123.68 $62.5K - $74.5K
1.31K $161K
DTM
Dt Midstream, Inc.

Energy
649
+ 148.85%
$87.23 - $109.91 $56.6K - $71.3K
1.09K $119K
VEU
Vanguard Ftse All World Ex Us

ETFs
461
+ 6.69%
$54.19 - $67.22 $25K - $31K
7.35K $493K
LUV
Southwest Airlines CO

Industrials
2.61K
+ 28.65%
$24.04 - $34.36 $62.7K - $89.7K
11.7K $380K
EIX
Edison International

Utilities
1.79K
+ 74.69%
$48.32 - $59.92 $86.7K - $107K
4.2K $216K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
841
+ 13.89%
$72.71 - $82.56 $61.1K - $69.4K
6.9K $562K
XLG
Invesco Exchange Traded Fd Tr

ETFs
946
+ 24.35%
$40.94 - $52.1 $38.7K - $49.3K
4.83K $251K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
746
+ 4.84%
$34.78 - $43.42 $25.9K - $32.4K
16.2K $699K
BWXT
Bwx Technologies, Inc.

Industrials
21
+ 1.38%
$89.24 - $144.06 $1.87K - $3.03K
1.54K $221K
SCI
Service Corp International

Consumer Cyclical
871
+ 87.27%
$73.58 - $81.65 $64.1K - $71.1K
1.87K $152K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
1.32K
+ 10.51%
$41.9 - $50.31 $55.3K - $66.4K
13.9K $667K
ABC
Amerisourcebergen Corp

Healthcare
379
+ 6.07%
N/A
6.62K $1.23M
MKL
Markel Corp

Financial Services
30
+ 37.04%
$1678.5 - $1997.36 $50.4K - $59.9K
111 $221K
DLNG
Dynagas Lng Partners LP

Energy
21.5K
+ 100.0%
$3.31 - $3.86 $71.2K - $83.1K
43K $151K
PFI
Invesco Exchange Traded Fd Tr

ETFs
1.2K
+ 200.0%
$47.15 - $56.73 $56.6K - $68.1K
1.8K $102K
FTGC
First Trust Global Tactical CO

ETFs
2.88K
+ 202.54%
$23.09 - $25.91 $66.4K - $74.5K
4.3K $105K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
134
+ 1.62%
$68.68 - $84.86 $9.2K - $11.4K
8.39K $711K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
349
+ 4.19%
$50.27 - $62.05 $17.5K - $21.7K
8.67K $535K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.07K
+ 44.37%
$41.79 - $54.16 $44.6K - $57.8K
3.47K $183K
IDXX
Idexx Laboratories Inc

Healthcare
54
+ 16.62%
$361.04 - $536.34 $19.5K - $29K
379 $203K
ERIE
Erie Indemnity CO

Financial Services
250
+ 90.58%
$340.45 - $423.93 $85.1K - $106K
526 $182K
GLW
Corning Inc

Technology
629
+ 12.68%
$39.07 - $52.59 $24.6K - $33.1K
5.59K $293K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.3K
+ 114.77%
$50.48 - $50.71 $65.5K - $65.8K
2.43K $123K
TTAC
Fcf Us Quality ETF

ETFs
835
+ 100.0%
$68.45 - $70.76 $57.2K - $59.1K
1.67K $118K
OGE
Oge Energy Corp.

Utilities
1.76K
+ 19.49%
$42.23 - $46.38 $74.1K - $81.4K
10.8K $477K
KR
Kroger CO

Consumer Defensive
552
+ 9.46%
$64.62 - $74.0 $35.7K - $40.8K
6.39K $458K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.39K
+ 4.34%
$22.66 - $23.41 $54.1K - $55.9K
57.4K $1.34M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.52K
+ 35.29%
$41.11 - $42.42 $62.4K - $64.4K
5.82K $243K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.5K
+ 35.5%
$27.79 - $34.16 $41.7K - $51.2K
5.73K $194K
EXPE
Expedia Group, Inc.

Consumer Cyclical
362
+ 62.85%
$136.63 - $176.62 $49.5K - $63.9K
938 $158K
CVNA
Carvana Co.

Consumer Cyclical
88
+ 34.78%
$162.57 - $345.64 $14.3K - $30.4K
341 $114K
DFAU
Dimensional ETF Tr

ETFs
430
+ 3.9%
$34.04 - $42.36 $14.6K - $18.2K
11.4K $484K
ON
On Semiconductor Corp

Technology
866
+ 64.87%
$31.95 - $54.21 $27.7K - $46.9K
2.2K $115K
ARKQ
Ark Autonomous Technology & Ro

ETFs
647
+ 539.17%
$58.8 - $89.17 $38K - $57.7K
767 $68K
TJX
Tjx Companies Inc

Consumer Cyclical
374
+ 4.56%
$119.13 - $135.03 $44.6K - $50.5K
8.58K $1.06M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
723
+ 4.48%
$17.11 - $21.71 $12.4K - $15.7K
16.8K $365K
MGM
Mgm Resorts International

Consumer Cyclical
1.23K
+ 35.59%
$25.79 - $34.95 $31.6K - $42.8K
4.67K $160K
SWK
Stanley Black & Decker, Inc.

Industrials
999
+ 94.25%
$55.86 - $76.98 $55.8K - $76.9K
2.06K $139K
ETR
Entergy Corp

Utilities
785
+ 22.71%
$79.01 - $86.61 $62K - $68K
4.24K $352K
JXN
Jackson Financial Inc.

Financial Services
600
+ 81.86%
$70.35 - $89.5 $42.2K - $53.7K
1.33K $118K
FITB
Fifth Third Bancorp

Financial Services
1.05K
+ 14.95%
$33.32 - $41.51 $35.1K - $43.7K
8.1K $332K
CUZ
Cousins Properties Inc

Real Estate
1.77K
+ 29.31%
$25.15 - $30.53 $44.4K - $53.9K
7.79K $233K
JRS
Nuveen Real Estate Income Fund

Financial Services
7.77K
+ 90.81%
$6.92 - $8.3 $53.7K - $64.5K
16.3K $126K
PRU
Prudential Financial Inc

Financial Services
763
+ 12.11%
$95.12 - $112.71 $72.6K - $86K
7.06K $758K
SJM
J M Smucker CO

Consumer Defensive
843
+ 61.18%
$94.41 - $118.52 $79.6K - $99.9K
2.22K $218K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.97K
+ 116.99%
$18.11 - $18.97 $53.9K - $56.4K
5.52K $103K
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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