Geneos Wealth Management Inc. Purchases in Q1 2025

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GDDY
Go Daddy Inc.

Technology
723
+ 10328.57%
$172.13 - $214.35 $124K - $155K
730 $131K
CCJ
Cameco Corp

Energy
2.97K
+ 32.84%
$40.64 - $56.86 $121K - $169K
12K $494K
DFAE
Dimensional ETF Tr

ETFs
4.62K
+ 569.75%
$24.64 - $26.86 $114K - $124K
5.43K $140K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
3.93K
+ 218.06%
$27.4 - $30.58 $108K - $120K
5.73K $173K
ITT
Itt Inc.

Industrials
913
New
$128.71 - $153.88 $118K - $140K
913 $117K
QCOM
Qualcomm Inc

Technology
736
+ 5.98%
$151.94 - $175.86 $112K - $129K
13K $2M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
10.6K
New
$10.53 - $11.08 $112K - $118K
10.6K $113K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
3.63K
New
$28.65 - $30.72 $104K - $111K
3.63K $111K
PEAK
Healthpeak Properties, Inc.

Real Estate
5.77K
+ 206.37%
N/A
8.57K $162K
CGXU
Capital Group Intl Focus Equit

ETFs
4.4K
+ 802.37%
$24.48 - $26.59 $108K - $117K
4.95K $121K
EVRG
Evergy, Inc.

Utilities
1.48K
+ 60.73%
$59.9 - $69.52 $88.8K - $103K
3.93K $270K
STLD
Steel Dynamics Inc

Basic Materials
989
+ 642.21%
N/A
1.14K $112K
HUBS
Hubspot Inc

Technology
168
+ 4200.0%
$571.29 - $819.71 $96K - $138K
172 $98K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
454
+ 31.53%
$203.38 - $274.79 $92.3K - $125K
1.89K $389K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
6.53K
+ 5885.59%
$9.49 - $14.83 $62K - $96.9K
6.64K $90K
AOA
Ishares Tr Core Aggressive All

ETFs
1.15K
New
$75.7 - $80.01 $87.2K - $92.2K
1.15K $88K
HRB
H&R Block Inc

Consumer Cyclical
1.57K
+ 1109.93%
$49.96 - $55.97 $78.2K - $87.6K
1.71K $93K
IDA
Idacorp Inc

Utilities
715
+ 199.72%
$105.58 - $119.04 $75.5K - $85.1K
1.07K $124K
FTF
Franklin LTD Duration Income Trust

Financial Services
12.7K
New
$6.43 - $6.7 $81.4K - $84.9K
12.7K $81K
KNSL
Kinsale Capital Group, Inc.

Financial Services
167
+ 83.5%
$416.48 - $494.72 $69.6K - $82.6K
367 $178K
DPZ
Dominos Pizza Inc

Consumer Cyclical
174
+ 225.97%
$402.33 - $489.71 $70K - $85.2K
251 $115K
UVSP
Univest Financial Corp

Financial Services
2.67K
New
$27.52 - $31.63 $73.3K - $84.3K
2.67K $75K
FOX
Fox Corp Cl B (De)

Communication Services
1.39K
+ 2784.0%
$45.64 - $54.23 $63.5K - $75.5K
1.44K $76K
PRI
Primerica, Inc.

Financial Services
263
New
$271.41 - $296.43 $71.4K - $78K
263 $74K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.73K
+ 0.65%
$37.07 - $40.63 $64.1K - $70.3K
270K $10.6M
RE
Everest Re Group LTD

Financial Services
181
New
N/A
181 $67K
NEM
Newmont Corp

Basic Materials
1.38K
+ 133.89%
$37.79 - $48.39 $52K - $66.5K
2.4K $115K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
3.56K
+ 154.91%
$17.95 - $18.89 $64K - $67.3K
5.86K $107K
MUSA
Murphy Usa Inc.

Consumer Cyclical
138
New
$435.02 - $515.95 $60K - $71.2K
138 $64K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
374
+ 831.11%
$166.63 - $185.86 $62.3K - $69.5K
419 $69K
CF
Cf Industries Holdings, Inc.

Basic Materials
784
+ 13066.67%
$75.03 - $97.25 $58.8K - $76.2K
790 $61K
EXEL
Exelixis, Inc.

Healthcare
1.65K
New
$32.38 - $39.16 $53.3K - $64.5K
1.65K $60K
CPRT
Copart Inc

Consumer Cyclical
1.05K
+ 1474.65%
$52.3 - $59.83 $54.8K - $62.6K
1.12K $63K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.21K
+ 10.41%
$46.74 - $47.55 $56.7K - $57.7K
12.9K $611K
DOX
Amdocs LTD

Technology
613
+ 704.6%
$82.21 - $92.02 $50.4K - $56.4K
700 $64K
GPN
Global Payments Inc

Industrials
575
+ 118.31%
$92.18 - $113.03 $53K - $65K
1.06K $103K
GDV
Gabelli Dividend & Income Trust

Financial Services
2.29K
New
$23.47 - $25.3 $53.8K - $58K
2.29K $55K
OMF
One Main Holdings, Inc.

Financial Services
1.1K
+ 130.48%
$45.35 - $58.06 $49.7K - $63.6K
1.94K $94K
BWXT
Bwx Technologies, Inc.

Industrials
502
+ 49.46%
$96.59 - $128.46 $48.5K - $64.5K
1.52K $149K
ENSG
Ensign Group, Inc

Healthcare
383
New
$125.4 - $148.86 $48K - $57K
383 $49K
SXI
Standex International Corp

Industrials
309
New
$160.36 - $196.08 $49.6K - $60.6K
309 $49K
TEI
Templeton Emerging Markets Income Fund

Financial Services
9.27K
New
$5.15 - $5.57 $47.8K - $51.6K
9.27K $49K
POOL
Pool Corp

Industrials
150
+ 2500.0%
$314.92 - $364.31 $47.2K - $54.6K
156 $49K
MSCI
Msci Inc.

Financial Services
83
+ 2075.0%
$541.46 - $628.34 $44.9K - $52.2K
87 $49K
HPQ
Hp Inc

Technology
1.68K
+ 49.73%
$27.69 - $34.72 $46.6K - $58.4K
5.07K $140K
PTC
Ptc Inc.

Technology
297
New
$153.3 - $193.48 $45.5K - $57.5K
297 $46K
SNOW
Snowflake Inc.

Technology
315
+ 7875.0%
$146.16 - $192.78 $46K - $60.7K
319 $46K
EQH
Equitable Holdings, Inc.

Financial Services
882
New
$47.64 - $55.68 $42K - $49.1K
882 $45K
AER
Aer Cap Holdings N.V.

Industrials
447
New
$94.11 - $105.78 $42.1K - $47.3K
447 $45K
Activity Summary
Buys All Purchases 447 New Holdings 211 Increased Positions 236 Sells All Sells 1843 Reductions 1843 Sold out 0 Options Calls 0 Puts 0
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