Geneos Wealth Management Inc. Purchases in Q3 2024

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAH
Cardinal Health Inc

Healthcare
17.4K
+ 2378.77%
$93.74 - $114.66 $1.63M - $1.99M
18.1K $2M
SLB
Schlumberger Limited

Energy
45.7K
+ 3077.71%
$39.57 - $49.67 $1.81M - $2.27M
47.2K $1.98M
BMY
Bristol Myers Squibb CO

Healthcare
23.2K
+ 33.55%
$39.66 - $51.75 $921K - $1.2M
92.4K $4.78M
V
Visa Inc.

Financial Services
6K
+ 30.0%
$253.74 - $291.56 $1.52M - $1.75M
26K $7.15M
JNJ
Johnson & Johnson

Healthcare
6.3K
+ 11.55%
$145.48 - $167.38 $917K - $1.05M
60.9K $9.87M
VNLA
Janus Henderson Short Duration

ETFs
33.2K
+ 6.81%
$48.34 - $49.08 $1.61M - $1.63M
521K $25.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.9K
+ 5.55%
$41.02 - $46.01 $653K - $732K
303K $13.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
27.2K
+ 25.07%
$46.9 - $51.96 $1.28M - $1.41M
136K $7M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
47K
+ 15.52%
$28.45 - $30.18 $1.34M - $1.42M
350K $10.5M
META
Meta Platforms, Inc.

Communication Services
1.31K
+ 8.56%
$453.41 - $572.44 $593K - $749K
16.6K $9.5M
WMT
Walmart Inc.

Consumer Defensive
12.3K
+ 21.31%
$66.91 - $81.4 $826K - $1.01M
70.3K $5.68M
TMUS
T Mobile Us, Inc.

Communication Services
8.37K
+ 2573.85%
$175.14 - $206.36 $1.47M - $1.73M
8.69K $1.79M
VZ
Verizon Communications Inc

Communication Services
26.3K
+ 19.99%
$38.89 - $45.0 $1.02M - $1.18M
158K $7.08M
IXUS
Ishares Tr

ETFs
2.22K
+ 0.75%
$64.9 - $73.35 $144K - $162K
297K $21.6M
GILD
Gilead Sciences, Inc.

Healthcare
11.2K
+ 24.13%
$66.59 - $83.99 $744K - $938K
57.5K $4.82M
MSFT
Microsoft Corp

Technology
6.73K
+ 8.82%
$395.15 - $467.56 $2.66M - $3.15M
83.1K $35.7M
HYD
Vaneck High Yield Muni ETF

ETFs
30.3K
+ 1729.43%
$51.46 - $53.07 $1.56M - $1.61M
32K $1.7M
JCI
Johnson Controls International PLC

Industrials
11.6K
+ 18.21%
$65.52 - $77.61 $759K - $899K
75.2K $5.84M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
65.3K
+ 1648.72%
$23.04 - $24.06 $1.5M - $1.57M
69.2K $1.67M
COST
Costco Wholesale Corp

Consumer Defensive
1.4K
+ 15.25%
$801.83 - $917.05 $1.12M - $1.28M
10.5K $9.35M
MDT
Medtronic PLC

Healthcare
11.6K
+ 24.9%
$76.84 - $91.03 $889K - $1.05M
58K $5.22M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.3K
+ 27.6%
$96.25 - $101.98 $1.28M - $1.36M
61.6K $6.24M
MCD
Mcdonalds Corp

Consumer Cyclical
3.25K
+ 28.91%
$245.82 - $304.51 $798K - $989K
14.5K $4.41M
VB
Vanguard Small Cap ETF

ETFs
6.24K
+ 313.0%
$214.77 - $237.72 $1.34M - $1.48M
8.23K $1.95M
AOSL
Alpha & Omega Semiconductor LTD

Technology
40.7K
New
$32.1 - $47.03 $1.31M - $1.92M
40.7K $1.51M
IEMG
Ishares Inc

ETFs
27.8K
+ 45.71%
$53.64 - $53.64 $1.49M - $1.49M
88.7K $4.76M
SUB
Ishares Short Term National Mu

ETFs
14K
+ 365.28%
$104.3 - $106.3 $1.46M - $1.49M
17.8K $1.9M
DUK
Duke Energy Corp

Utilities
6.59K
+ 13.87%
$99.35 - $117.71 $655K - $776K
54.1K $6.24M
RDVY
First Trust Rising Dividend Ac

ETFs
16.8K
+ 15.99%
$53.68 - $59.24 $903K - $997K
122K $7.23M
HYLS
First Tr Tactical High Yield L

ETFs
34.3K
+ 262.13%
$40.54 - $42.23 $1.39M - $1.45M
47.5K $1.99M
ALTL
Pacer Lunt Large Cap Altenator

Technology
6.02K
+ 1.77%
$34.35 - $38.22 $207K - $230K
346K $13.2M
SPMD
Spdr Portfolio

ETFs
13.1K
+ 6.17%
$50.29 - $54.92 $660K - $721K
226K $12.4M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
24.3K
+ 16.17%
$42.87 - $45.76 $1.04M - $1.11M
174K $7.88M
PLD
Prologis, Inc.

Real Estate
7.64K
+ 26.35%
$111.95 - $132.43 $856K - $1.01M
36.7K $4.63M
GS
Goldman Sachs Group Inc

Financial Services
1.96K
+ 21.64%
$459.02 - $510.25 $899K - $999K
11K $5.45M
FVD
First Tr Value Line Divid Inde

ETFs
24.6K
+ 54.38%
$40.45 - $45.49 $993K - $1.12M
69.7K $3.17M
ABBV
Abb Vie Inc.

Healthcare
2.78K
+ 9.46%
$163.84 - $199.33 $456K - $555K
32.2K $6.36M
PGR
Progressive Corp

Financial Services
584
+ 2.33%
$209.46 - $259.24 $122K - $151K
25.6K $6.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
20.6K
+ 16.32%
$31.95 - $38.02 $658K - $782K
147K $5.5M
IWX
Ishares Tr Russell 200 Value E

ETFs
15.7K
New
$74.49 - $81.27 $1.17M - $1.28M
15.7K $1.28M
JPIE
J P Morgan Exchange Traded Fd
26.6K
+ 78.67%
$45.17 - $46.39 $1.2M - $1.23M
60.4K $2.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.76K
+ 67.1%
$531.86 - $624.21 $938K - $1.1M
4.39K $2.72M
VHT
Vanguard Health Care ETF

ETFs
4.32K
+ 197.58%
$261.88 - $288.1 $1.13M - $1.24M
6.51K $1.84M
XOM
Exxon Mobil Corp

Energy
9.25K
+ 12.99%
$109.72 - $119.0 $1.02M - $1.1M
80.5K $9.43M
PWR
Quanta Services, Inc.

Industrials
4.09K
+ 9095.56%
$239.58 - $298.23 $981K - $1.22M
4.14K $1.23M
HCA
Hca Healthcare, Inc.

Healthcare
2.93K
+ 967.99%
$315.12 - $406.43 $924K - $1.19M
3.24K $1.32M
HBAN
Huntington Bancshares Inc

Financial Services
58.3K
+ 25.52%
$12.84 - $15.15 $749K - $884K
287K $4.22M
AMGN
Amgen Inc

Healthcare
3.56K
+ 91.25%
$309.38 - $337.38 $1.1M - $1.2M
7.45K $2.4M
CMCSA
Comcast Corp

Communication Services
21.9K
+ 21.55%
$37.33 - $41.78 $816K - $914K
123K $5.15M
Activity Summary
Buys All Purchases 1595 New Holdings 585 Increased Positions 1010 Sells All Sells 424 Reductions 424 Sold out 0 Options Calls 0 Puts 0
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