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
VRT
Vertiv Holdings CO

Industrials
251
+ 7.74%
N/A
3.49K $302K
PHM
Pultegroup Inc

Consumer Cyclical
131
+ 5.1%
$92.02 - $106.54 $12.1K - $14K
2.7K $284K
AON
Aon PLC

Financial Services
120
+ 23.81%
$335.85 - $398.81 $40.3K - $47.9K
624 $222K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
766
+ 9.29%
$21.04 - $22.42 $16.1K - $17.2K
9.01K $201K
MKC
Mccormick & CO Inc

Consumer Defensive
411
+ 24.76%
$71.11 - $82.25 $29.2K - $33.8K
2.07K $157K
EFX
Equifax Inc

Industrials
58
+ 16.91%
$205.5 - $280.54 $11.9K - $16.3K
401 $104K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.05K
+ 20.64%
$10.8 - $16.92 $11.4K - $17.8K
6.16K $84K
MTDR
Matador Resources CO

Energy
518
+ 58.8%
$36.67 - $52.23 $19K - $27.1K
1.4K $66K
GTLS
Chart Industries Inc

Industrials
100
+ 44.84%
$115.08 - $175.5 $11.5K - $17.6K
323 $53K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
12
+ 1.18%
$25.35 - $64.65 $304 - $776
1.03K $51K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
682
+ 60.78%
$11.16 - $25.9 $7.61K - $17.7K
1.8K $38K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
1.01K
+ 205.68%
$18.53 - $20.98 $18.8K - $21.3K
1.51K $31K
DECK
Deckers Outdoor Corp

Consumer Cyclical
215
+ 330.77%
$100.44 - $129.37 $21.6K - $27.8K
280 $28K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
255
New
$66.94 - $88.47 $17.1K - $22.6K
255 $21K
TXT
Textron Inc

Industrials
158
+ 18.81%
$60.72 - $80.34 $9.59K - $12.7K
998 $80K
AER
Aer Cap Holdings N.V.

Industrials
112
+ 25.06%
$88.97 - $117.24 $9.96K - $13.1K
559 $65K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
141
+ 38.52%
$105.8 - $131.55 $14.9K - $18.5K
507 $65K
AOM
Ishares Tr Core Moderate Alloc

ETFs
397
+ 47.26%
$41.55 - $46.04 $16.5K - $18.3K
1.24K $56K
ARW
Arrow Electronics Inc

Technology
89
+ 25.21%
$90.32 - $128.28 $8.04K - $11.4K
442 $56K
MGY
Magnolia Oil & Gas Corp

Energy
1.05K
+ 90.53%
$19.6 - $25.72 $20.6K - $27K
2.21K $49K
YOU
Clear Secure, Inc.

Technology
680
+ 69.74%
$23.96 - $27.76 $16.3K - $18.9K
1.66K $45K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
269
+ 63.44%
$50.08 - $63.14 $13.5K - $17K
693 $43K
LZB
La Z Boy Inc

Consumer Cyclical
567
+ 98.95%
$35.67 - $44.28 $20.2K - $25.1K
1.14K $42K
GAB
Gabelli Equity Trust Inc

Financial Services
3.4K
+ 200.0%
$4.97 - $5.87 $16.9K - $20K
5.1K $29K
HQL
Tekla Life Sciences Investors

Financial Services
1.53K
+ 200.13%
$10.87 - $13.02 $16.6K - $19.9K
2.29K $29K
ASND
Ascendis Pharma A/S

Healthcare
112
+ 658.82%
$137.41 - $179.1 $15.4K - $20.1K
129 $22K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
307
New
$64.31 - $75.93 $19.7K - $23.3K
307 $20K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
323
+ 1.16%
$41.1 - $42.37 $13.3K - $13.7K
28.1K $1.19M
IXC
Ishares Tr Global Energy ETF

ETFs
1.38K
+ 10.94%
$34.69 - $42.32 $47.8K - $58.4K
14K $549K
AOSL
Alpha & Omega Semiconductor LTD

Technology
233
+ 1.42%
$16.25 - $25.8 $3.79K - $6.01K
16.6K $425K
VCR
Vanguard Consumer Discretionar

ETFs
14
+ 3.67%
$290.42 - $364.35 $4.07K - $5.1K
395 $143K
HUBB
Hubbell Inc

Industrials
8
+ 3.77%
$315.94 - $408.41 $2.53K - $3.27K
220 $89K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
491
+ 70.65%
$33.92 - $37.71 $16.7K - $18.5K
1.19K $44K
CVE
Cenovus Energy Inc.

Energy
1.38K
+ 74.05%
$10.58 - $14.83 $14.6K - $20.5K
3.25K $44K
RL
Ralph Lauren Corp

Consumer Cyclical
52
+ 57.14%
$182.34 - $286.22 $9.48K - $14.9K
143 $39K
DFHY
Donoghue Forlines Tactical Hig

ETFs
929
+ 100.0%
$19.5 - $19.81 $18.1K - $18.4K
1.86K $36K
NGVT
Ingevity Corp

Basic Materials
387
+ 85.81%
$29.88 - $44.53 $11.6K - $17.2K
838 $36K
HP
Helmerich & Payne, Inc.

Energy
1.3K
+ 3023.26%
$15.16 - $26.78 $19.7K - $34.8K
1.34K $20K
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
382
New
$49.62 - $49.88 $19K - $19.1K
382 $19K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
810
+ 2.76%
$21.37 - $22.67 $17.3K - $18.4K
30.1K $679K
PWV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.06%
$52.26 - $62.14 $209 - $249
6.93K $430K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
209
+ 4.92%
$32.67 - $39.83 $6.83K - $8.32K
4.46K $177K
HPQ
Hp Inc

Technology
1.43K
+ 28.14%
$21.88 - $29.32 $31.2K - $41.8K
6.49K $158K
LGOV
First Tr ETF Iv Long Duration

ETFs
860
+ 13.6%
$20.73 - $21.92 $17.8K - $18.9K
7.19K $153K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
811
+ 15.14%
$17.26 - $19.28 $14K - $15.6K
6.17K $118K
VTR
Ventas, Inc.

Real Estate
374
+ 39.41%
$62.45 - $70.08 $23.4K - $26.2K
1.32K $83K
EXEL
Exelixis, Inc.

Healthcare
134
+ 8.14%
$34.13 - $46.26 $4.57K - $6.2K
1.78K $78K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
16
+ 7.21%
$224.32 - $326.09 $3.59K - $5.22K
238 $77K
PIPR
Piper Sandler Companies

Financial Services
47
+ 27.65%
$210.78 - $281.82 $9.91K - $13.2K
217 $60K
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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