Geneos Wealth Management Inc. Purchases in Q4 2024

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Tko Group Holdings Inc
224
New
N/A
224 $0
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
108
+ 6.63%
$17.87 - $19.48 $1.93K - $2.1K
1.74K $31K
Siriusxm Holdings Inc
1.34K
New
N/A
1.34K $0
Ishares Tr
1.17K
New
N/A
1.17K $0
First Tr Exchange Traded Fd
1.5K
New
N/A
1.5K $0
EHC
Encompass Health Corp

Healthcare
12
+ 3.9%
$92.35 - $103.77 $1.11K - $1.25K
320 $29K
Kenvue Inc
1.37K
New
N/A
1.37K $0
Aim ETF Products Trust
1K
New
N/A
1K $0
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
20
+ 3.39%
$46.33 - $48.6 $927 - $972
610 $28K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
640
+ 200.0%
$27.54 - $83.04 $17.6K - $53.1K
960 $26K
JPHY
Jp Morgan High Yield Research

ETFs
150
+ 40.0%
N/A
525 $0
ALE
Allete Inc

Utilities
3
+ 0.83%
$63.98 - $65.24 $192 - $196
366 $23K
First Tr Exchng Traded Fd Vi
698
New
N/A
698 $0
2023 ETF Series Trust Ii
735
New
N/A
735 $0
RYAAY
Ryanair Holdings PLC

Industrials
24
+ 4.66%
$42.1 - $47.3 $1.01K - $1.14K
539 $23K
Invesco Exch Traded Fd Tr Ii
173
New
N/A
173 $0
Thomson Reuters Corp
144
New
N/A
144 $0
Everus Constr Group
335
New
N/A
335 $0
Wk Kellogg CO
1.21K
New
N/A
1.21K $0
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
194
+ 3.34%
$3.38 - $3.72 $656 - $722
6.01K $20K
Corpay Inc
61
New
N/A
61 $0
First Tr Exchng Traded Fd Vi
650
New
N/A
650 $0
HXL
Hexcel Corp

Industrials
10
+ 3.25%
$58.56 - $65.31 $586 - $653
318 $19K
Hennessy Fds Tr
656
New
N/A
656 $0
Themes ETF Tr
650
New
N/A
650 $0
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
2
+ 0.49%
$45.85 - $49.28 $91.7 - $98.6
409 $19K
Liberty Media Corp Del
204
New
N/A
204 $0
Expand Energy Corporation
25
+ 13.02%
N/A
217 $0
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
11
+ 2.14%
$32.63 - $37.1 $359 - $408
526 $17K
BDC
Belden Inc.

Technology
10
+ 6.76%
$112.15 - $131.43 $1.12K - $1.31K
158 $17K
Aris Mng Corp
5K
New
N/A
5K $0
Nano Nuclear Energy Inc
699
New
N/A
699 $0
First Tr Exchng Traded Fd Vi
475
New
N/A
475 $0
S
Sentinel One, Inc.

Technology
44
+ 6.07%
$22.05 - $28.68 $970 - $1.26K
769 $17K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
157
+ 11.0%
$10.56 - $11.31 $1.66K - $1.78K
1.58K $16K
Knife River Corp
161
New
N/A
161 $0
First Tr Exchng Traded Fd Vi
750
New
N/A
750 $0
TFLR
T Rowe Price Exchange Traded F
300
New
N/A
300 $0
Net Lease Office Properties
479
New
N/A
479 $0
Primo Brands Corporation
459
New
N/A
459 $0
Tcw ETF Trust
359
New
N/A
359 $0
Victory Portfolios Ii
400
New
N/A
400 $0
Jacobs Solutions Inc
102
New
N/A
102 $0
Liberty Media Corp Del
204
New
N/A
204 $0
Reddit Inc
83
New
N/A
83 $0
Crane Company
89
New
N/A
89 $0
Viking Holdings LTD
300
New
N/A
300 $0
HIW
Highwoods Properties, Inc.

Real Estate
34
+ 8.63%
$29.37 - $36.37 $999 - $1.24K
428 $13K
STXG
Ea Ser Tr Strive 1000 Growth E
300
New
N/A
300 $0
Activity Summary
Buys All Purchases 1316 New Holdings 457 Increased Positions 859 Sells All Sells 741 Reductions 741 Sold out 0 Options Calls 0 Puts 0
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