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
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.05K
+ 3.89%
$27.29 - $29.28 $28.7K - $30.7K
28.1K $821K
BSJR
Invesco Indx Tr

ETFs
1.63K
+ 9.02%
$21.81 - $22.71 $35.4K - $36.9K
19.6K $445K
PNW
Pinnacle West Capital Corp

Utilities
575
+ 36.69%
$88.3 - $95.43 $50.8K - $54.9K
2.14K $191K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
5.36K
+ 41.19%
$8.05 - $8.68 $43.2K - $46.5K
18.4K $153K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
2K
+ 200.0%
$20.72 - $21.36 $41.4K - $42.7K
3K $63K
PNC
Pnc Financial Services Group, Inc.

Financial Services
82
+ 3.28%
$149.76 - $186.42 $12.3K - $15.3K
2.58K $480K
CFG
Citizens Financial Group Inc

Financial Services
287
+ 3.84%
$34.27 - $44.75 $9.84K - $12.8K
7.76K $347K
K
Kellogg CO

Consumer Defensive
587
+ 30.06%
$77.85 - $82.88 $45.7K - $48.7K
2.54K $202K
SAN
Banco Santander, S.A.

Financial Services
2.12K
+ 14.93%
$5.72 - $8.32 $12.1K - $17.6K
16.3K $135K
FNDA
Schwab Fundamental U S Small C

ETFs
1.29K
+ 44.83%
$23.85 - $28.69 $30.8K - $37.1K
4.17K $119K
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
615
+ 246.0%
$59.06 - $65.21 $36.3K - $40.1K
865 $56K
PYPL
Pay Pal Holdings, Inc.

Financial Services
36
+ 0.88%
$57.41 - $74.81 $2.07K - $2.69K
4.11K $305K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.61K
+ 55.96%
$25.04 - $25.18 $40.2K - $40.4K
4.47K $112K
ROMO
Strategy Shs Newfound/Resolve

ETFs
1.2K
+ 100.0%
$28.25 - $32.02 $33.9K - $38.4K
2.4K $76K
MTB
M&T Bank Corp

Financial Services
71
+ 4.29%
$156.58 - $193.99 $11.1K - $13.8K
1.73K $335K
MFC
Manulife Financial Corp

Financial Services
1.05K
+ 13.38%
$26.93 - $32.44 $28.1K - $33.9K
8.85K $282K
NEM
Newmont Corp

Basic Materials
258
+ 10.74%
$44.18 - $59.46 $11.4K - $15.3K
2.66K $154K
RGLD
Royal Gold Inc

Basic Materials
174
+ 32.4%
$155.48 - $186.71 $27.1K - $32.5K
711 $126K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
840
+ 68.68%
$46.77 - $47.89 $39.3K - $40.2K
2.06K $97K
DMLP
Dorchester Minerals, L.P.

Energy
1.5K
+ 127.66%
$26.77 - $30.37 $40.2K - $45.6K
2.68K $74K
RGTI
Rigetti Computing, Inc.

Technology
2.4K
+ 88.78%
$7.5 - $14.29 $18K - $34.3K
5.1K $60K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
1.2K
+ 200.0%
$25.7 - $32.11 $30.8K - $38.5K
1.8K $56K
AMCR
Amcor PLC

Consumer Cyclical
4.33K
+ 1915.04%
$8.57 - $9.81 $37.1K - $42.5K
4.55K $41K
HOMB
Home Bancshares Inc

Financial Services
1.3K
+ 34.03%
$25.05 - $29.62 $32.5K - $38.5K
5.12K $145K
SHV
Ishares Tr

ETFs
348
+ 38.62%
$110.06 - $110.46 $38.3K - $38.4K
1.25K $137K
MGA
Magna International Inc

Consumer Cyclical
856
+ 77.68%
$30.82 - $38.61 $26.4K - $33.1K
1.96K $75K
JPIB
Jpmorgan International Bond Op

ETFs
457
+ 2.29%
$47.18 - $48.62 $21.6K - $22.2K
20.4K $993K
AEE
Ameren Corp

Utilities
404
+ 89.58%
$94.23 - $101.68 $38.1K - $41.1K
855 $82K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
8.56K
+ 288.38%
$3.75 - $4.3 $32.1K - $36.8K
11.5K $49K
ATRC
Atri Cure, Inc.

Healthcare
1.14K
New
$29.07 - $34.94 $33K - $39.7K
1.14K $37K
JCPB
J P Morgan Exchange Traded Fd

ETFs
754
+ 7.72%
$45.9 - $47.2 $34.6K - $35.6K
10.5K $495K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
722
+ 8.9%
$47.02 - $47.83 $33.9K - $34.5K
8.83K $422K
DOCU
Docusign, Inc.

Technology
536
+ 28.53%
$70.35 - $93.84 $37.7K - $50.3K
2.42K $188K
RACE
Ferrari N.V.

Consumer Cyclical
43
+ 18.78%
$397.86 - $499.02 $17.1K - $21.5K
272 $133K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
87
+ 26.13%
$201.28 - $266.34 $17.5K - $23.2K
420 $111K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
1.57K
+ 72.91%
$16.83 - $20.38 $26.4K - $32K
3.72K $75K
JSML
Janus Detroit Str Tr Henderson

ETFs
512
+ 328.21%
$54.0 - $67.45 $27.6K - $34.5K
668 $45K
VMO
Invesco Municipal Opportunity Trust

Financial Services
3.92K
+ 1328.47%
$9.0 - $9.58 $35.3K - $37.5K
4.21K $38K
DFIS
Dimensional ETF Tr Dimensional

ETFs
96
+ 1.19%
$23.2 - $29.84 $2.23K - $2.86K
8.16K $243K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
700
+ 17.4%
$45.89 - $47.6 $32.1K - $33.3K
4.72K $224K
FANG
Diamondback Energy, Inc.

Energy
425
+ 41.3%
$119.25 - $161.49 $50.7K - $68.6K
1.45K $199K
WWD
Woodward, Inc.

Industrials
11
+ 2.14%
$157.29 - $247.55 $1.73K - $2.72K
526 $128K
FXL
First Tr Exchange Traded Fd Fi

ETFs
122
+ 19.37%
$115.28 - $157.36 $14.1K - $19.2K
752 $118K
CHTR
Charter Communications, Inc.

Communication Services
75
+ 79.79%
$321.68 - $427.25 $24.1K - $32K
169 $69K
URBN
Urban Outfitters Inc

Consumer Cyclical
443
+ 282.17%
$43.24 - $75.26 $19.2K - $33.3K
600 $43K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
476
New
$60.21 - $75.37 $28.7K - $35.9K
476 $35K
TDG
Trans Digm Group Inc

Industrials
1
+ 0.43%
$1231.75 - $1520.64 $1.23K - $1.52K
233 $354K
IRBO
Ishares Robotics & Artificial

ETFs
1.04K
+ 36.2%
N/A
3.93K $126K
PAA
Plains All American Pipeline LP

Energy
2.04K
+ 93.15%
$16.03 - $20.28 $32.7K - $41.4K
4.23K $77K
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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