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
IGHG
Proshares Investment Grade Int

ETFs
350
New
$74.89 - $78.35 $26.2K - $27.4K
350 $27K
BROS
Dutch Bros Inc.

Consumer Cyclical
129
+ 5.02%
$51.37 - $73.72 $6.63K - $9.51K
2.7K $184K
CDC
Victory Portfolios Ii Shs Inco

ETFs
489
+ 22.3%
$58.28 - $65.68 $28.5K - $32.1K
2.68K $170K
OMF
One Main Holdings, Inc.

Financial Services
176
+ 9.09%
$40.42 - $57.0 $7.11K - $10K
2.11K $120K
TIP
Ishares Tr Tips Bd ETF

ETFs
238
+ 27.87%
$107.93 - $110.97 $25.7K - $26.4K
1.09K $120K
VVV
Valvoline Inc

Energy
492
+ 21.69%
$31.48 - $38.2 $15.5K - $18.8K
2.76K $104K
BBSC
Jp Morgan Exc Trd Tr Betabuild
312
+ 29.77%
$52.57 - $65.98 $16.4K - $20.6K
1.36K $89K
WING
Wingstop Inc.

Consumer Cyclical
5
+ 2.3%
$210.24 - $381.46 $1.05K - $1.91K
222 $74K
FYBR
Frontier Communications Parent, Inc.

Communication Services
687
+ 88.99%
$35.51 - $36.83 $24.4K - $25.3K
1.46K $53K
TGRW
T Rowe Price Exchange Traded F

Technology
570
+ 162.86%
$31.94 - $42.04 $18.2K - $24K
920 $38K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
3.17K
+ 607.09%
$7.53 - $8.44 $23.9K - $26.7K
3.69K $30K
HNDL
Strategy Shs

ETFs
1.2K
+ 1200.0%
$19.2 - $21.66 $23K - $26K
1.3K $28K
TROW
Price T Rowe Group Inc

Financial Services
217
+ 22.51%
$80.27 - $98.06 $17.4K - $21.3K
1.18K $113K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
1.08K
+ 29.59%
$20.29 - $21.52 $21.9K - $23.2K
4.73K $101K
OSK
Oshkosh Corp

Industrials
140
+ 30.84%
$79.17 - $113.62 $11.1K - $15.9K
594 $67K
MDB
Mongo Db, Inc.

Technology
98
+ 79.67%
$145.85 - $225.38 $14.3K - $22.1K
221 $46K
CHCO
City Holding CO

Financial Services
198
+ 113.14%
$108.93 - $123.42 $21.6K - $24.4K
373 $45K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
600
+ 200.0%
$37.32 - $42.19 $22.4K - $25.3K
900 $37K
ACHR
Archer Aviation Inc.

Industrials
1.7K
+ 105.32%
$6.2 - $13.3 $10.6K - $22.6K
3.32K $36K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
750
+ 238.1%
$29.61 - $35.32 $22.2K - $26.5K
1.07K $34K
JMBS
Janus Detroit Str Tr Henderson

ETFs
563
+ 302.69%
$43.89 - $45.45 $24.7K - $25.6K
749 $33K
SCM
Stellus Capital Investment Corp

Financial Services
1.8K
New
$11.69 - $14.03 $21K - $25.2K
1.8K $25K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
508
+ 4.05%
$66.5 - $71.25 $33.8K - $36.2K
13.1K $908K
AOR
Ishares Tr Core Growth Allocat

ETFs
268
+ 14.32%
$53.36 - $61.57 $14.3K - $16.5K
2.14K $131K
CM
Canadian Imperial Bank Of Commerce

Financial Services
14
+ 0.9%
$54.6 - $70.83 $764 - $992
1.57K $111K
IFF
International Flavors & Fragrances Inc

Basic Materials
352
+ 59.97%
$66.85 - $79.33 $23.5K - $27.9K
939 $69K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
534
+ 65.36%
$30.87 - $39.17 $16.5K - $20.9K
1.35K $52K
GUG
Guggenheim Active Allocation Fund

ETFs
1.5K
+ 100.0%
$13.98 - $15.75 $21K - $23.6K
3K $46K
FEMS
First Trust Emerging Markets S

ETFs
533
+ 100.0%
$32.56 - $40.98 $17.4K - $21.8K
1.07K $43K
CUBE
Cube Smart

Real Estate
568
+ 174.77%
$35.88 - $43.68 $20.4K - $24.8K
893 $37K
RGCO
Rgc Resources Inc

Utilities
1.07K
+ 200.0%
$20.27 - $22.92 $21.6K - $24.5K
1.6K $35K
BCAT
Black Rock Capital Allocation Trust

ETFs
1.58K
+ 341.68%
$13.2 - $15.27 $20.9K - $24.2K
2.05K $30K
FLGB
Franklin Templeton ETF Tr

ETFs
806
New
$25.34 - $31.3 $20.4K - $25.2K
806 $24K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
202
+ 1.57%
$77.94 - $79.5 $15.7K - $16.1K
13.1K $1.04M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
1.07K
+ 18.16%
$16.43 - $18.82 $17.5K - $20K
6.93K $130K
HTGC
Hercules Capital, Inc.

Financial Services
1.52K
+ 30.68%
$16.24 - $19.1 $24.7K - $29K
6.48K $118K
DHI
Horton D R Inc

Consumer Cyclical
174
+ 28.57%
$115.1 - $129.63 $20K - $22.6K
783 $100K
THC
Tenet Healthcare Corp

Healthcare
89
+ 50.86%
$110.41 - $176.0 $9.83K - $15.7K
264 $46K
GROY
Gold Royalty Corp.

Basic Materials
6.8K
+ 68.0%
$1.29 - $2.36 $8.77K - $16K
16.8K $37K
USFD
Us Foods Holding Corp.

Consumer Defensive
263
+ 120.09%
$60.47 - $79.12 $15.9K - $20.8K
482 $37K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.03K
New
$22.43 - $23.23 $23K - $23.9K
1.03K $23K
EVRG
Evergy, Inc.

Utilities
325
+ 8.28%
$64.06 - $69.64 $20.8K - $22.6K
4.25K $292K
XLB
Select Sector Spdr Fd Material

ETFs
228
+ 24.62%
$74.27 - $88.92 $16.9K - $20.3K
1.15K $101K
FSIG
First Tr ETF Iv LTD Duration I
1.17K
+ 68.68%
$18.77 - $19.14 $21.9K - $22.4K
2.87K $54K
NGG
National Grid PLC

Utilities
241
+ 58.78%
$62.74 - $74.79 $15.1K - $18K
651 $48K
CRL
Charles River Laboratories International, Inc.

Healthcare
145
+ 97.97%
$99.75 - $151.89 $14.5K - $22K
293 $44K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
224
+ 100.0%
$79.85 - $95.57 $17.9K - $21.4K
448 $42K
KIO
Kkr Income Opportunities Fund

Financial Services
1.83K
New
$10.99 - $12.56 $20.1K - $23K
1.83K $22K
IQV
Iqvia Holdings Inc.

Healthcare
1.14K
+ 13.44%
$137.0 - $174.37 $156K - $199K
9.61K $1.51M
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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