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
KD
Kyndryl Holdings, Inc.

Technology
570
+ 62.16%
$27.77 - $41.96 $15.8K - $23.9K
1.49K $62K
FE
Firstenergy Corp

Utilities
832
+ 10.61%
$38.31 - $43.17 $31.9K - $35.9K
8.67K $349K
PSR
Invesco Actively

ETFs
400
+ 14.13%
$81.92 - $93.07 $32.8K - $37.2K
3.23K $294K
AMP
Ameriprise Financial Inc

Financial Services
23
+ 5.42%
$422.19 - $533.73 $9.71K - $12.3K
447 $238K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
813
+ 21.19%
$26.97 - $32.13 $21.9K - $26.1K
4.65K $149K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.42K
+ 21.31%
$11.9 - $15.57 $16.9K - $22K
8.06K $123K
FBT
First Trust Nyse Arca Biotechn

ETFs
220
+ 67.48%
$145.67 - $165.99 $32K - $36.5K
546 $88K
CALM
Cal Maine Foods Inc

Consumer Defensive
300
+ 80.86%
$90.17 - $103.07 $27.1K - $30.9K
671 $66K
MKSI
Mks Instruments Inc

Technology
257
+ 65.06%
$58.78 - $100.27 $15.1K - $25.8K
652 $64K
IYR
Ishares Tr

ETFs
388
+ 7.94%
$84.48 - $96.25 $32.8K - $37.3K
5.28K $499K
HUM
Humana Inc

Healthcare
164
+ 40.29%
$224.93 - $295.04 $36.9K - $48.4K
571 $139K
FAB
First Tr Multi Cap Value Alpha

ETFs
382
+ 155.28%
$68.87 - $81.27 $26.3K - $31K
628 $51K
BYD
Boyd Gaming Corp

Consumer Cyclical
361
+ 139.92%
$60.8 - $79.02 $21.9K - $28.5K
619 $48K
ECC
Eagle Point Credit CO Inc.

Financial Services
4.28K
New
$6.94 - $8.31 $29.7K - $35.5K
4.28K $32K
SBR
Sabine Royalty Trust

Energy
530
+ 11.21%
$60.25 - $68.76 $31.9K - $36.4K
5.26K $350K
ING
Ing Groep Nv

Financial Services
476
+ 5.32%
$16.62 - $21.98 $7.91K - $10.5K
9.43K $206K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
514
+ 28.64%
$33.7 - $43.1 $17.3K - $22.2K
2.31K $99K
IR
Ingersoll Rand Inc.

Industrials
346
+ 50.0%
$66.75 - $84.94 $23.1K - $29.4K
1.04K $86K
BEN
Franklin Resources Inc

Financial Services
800
+ 32.21%
$16.66 - $23.85 $13.3K - $19.1K
3.28K $78K
AVXL
Anavex Life Sciences Corp.

Healthcare
100
+ 0.22%
$7.37 - $9.63 $737 - $963
45.1K $415K
AZO
Autozone Inc

Consumer Cyclical
10
+ 13.7%
$3478.38 - $3880.15 $34.8K - $38.8K
83 $308K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.58K
+ 18.49%
N/A
10.2K $192K
WY
Weyerhaeuser CO

Real Estate
1.85K
+ 38.59%
$24.69 - $29.48 $45.6K - $54.4K
6.63K $170K
BOX
Box Inc

Technology
800
+ 79.21%
$28.42 - $38.55 $22.7K - $30.8K
1.81K $61K
ESTC
Elastic N.V.

Technology
363
New
$73.36 - $94.17 $26.6K - $34.2K
363 $30K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
610
+ 3.11%
$45.2 - $46.6 $27.6K - $28.4K
20.2K $936K
BSX
Boston Scientific Corp

Healthcare
66
+ 1.93%
$89.7 - $107.41 $5.92K - $7.09K
3.49K $374K
DUHP
Dimensional ETF Tr Dimensional

ETFs
361
+ 5.22%
$29.36 - $35.56 $10.6K - $12.8K
7.28K $258K
LNG
Cheniere Energy, Inc.

Energy
72
+ 7.76%
$197.25 - $244.33 $14.2K - $17.6K
1K $243K
RELX
Relx PLC

Communication Services
275
+ 7.37%
$45.31 - $55.66 $12.5K - $15.3K
4.01K $217K
PPL
Ppl Corp

Utilities
1.18K
+ 22.72%
$33.45 - $36.5 $39.3K - $42.9K
6.35K $215K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
440
+ 50.87%
$43.53 - $54.46 $19.2K - $24K
1.31K $71K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
881
+ 177.98%
$19.5 - $30.4 $17.2K - $26.8K
1.38K $40K
DIOD
Diodes Inc

Technology
564
New
$34.26 - $52.89 $19.3K - $29.8K
564 $29K
FAST
Fastenal CO

Industrials
2.42K
+ 117.05%
$40.65 - $83.16 $98.2K - $201K
4.48K $188K
EWBC
East West Bancorp Inc

Financial Services
181
+ 22.6%
$71.03 - $101.75 $12.9K - $18.4K
982 $99K
CARE
Carter Bankshares, Inc.

Financial Services
1.53K
+ 140.6%
$13.86 - $17.55 $21.3K - $26.9K
2.63K $45K
CRS
Carpenter Technology Corp

Industrials
102
New
$151.3 - $276.38 $15.4K - $28.2K
102 $28K
HSBC
Hsbc Holdings PLC

Financial Services
72
+ 1.08%
$46.68 - $61.09 $3.36K - $4.4K
6.75K $410K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.04K
+ 9.17%
$23.32 - $24.45 $24.3K - $25.5K
12.4K $303K
DGX
Quest Diagnostics Inc

Healthcare
194
+ 20.64%
N/A
1.13K $155K
THG
Hanover Insurance Group, Inc.

Financial Services
173
+ 30.57%
$150.66 - $178.04 $26.1K - $30.8K
739 $125K
LVHI
Franklin International Low Vol

ETFs
826
+ 30.6%
$28.91 - $33.28 $23.9K - $27.5K
3.53K $114K
DDS
Dillard'S, Inc.

Consumer Cyclical
34
+ 14.85%
$294.77 - $422.75 $10K - $14.4K
263 $109K
HOG
Harley Davidson, Inc.

Consumer Cyclical
1.3K
+ 61.45%
$20.82 - $25.94 $27K - $33.6K
3.41K $80K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
581
+ 47.7%
$33.13 - $40.67 $19.2K - $23.6K
1.8K $73K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
196
+ 75.1%
$97.68 - $121.38 $19.1K - $23.8K
457 $55K
MOS
Mosaic CO

Basic Materials
491
+ 51.36%
$22.76 - $36.95 $11.2K - $18.1K
1.45K $52K
PHO
Invesco Exchange Traded Fd Tr

ETFs
360
+ 156.52%
$58.13 - $69.92 $20.9K - $25.2K
590 $41K
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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