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
Themes ETF Tr
450
New
N/A
450 $0
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
96
+ 8.57%
$10.37 - $11.62 $996 - $1.12K
1.22K $12K
Cooper Cos Inc
135
New
N/A
135 $0
LYG
Lloyds Banking Group PLC

Financial Services
399
+ 9.8%
$2.67 - $3.23 $1.07K - $1.29K
4.47K $12K
Sinclair Inc
747
New
N/A
747 $0
APAM
Artisan Partners Asset Management Inc.

Financial Services
8
+ 2.99%
$41.74 - $49.17 $334 - $393
276 $11K
SUN
Sunoco LP

Energy
4
+ 1.8%
$50.8 - $56.82 $203 - $227
226 $11K
RBLD
First Tr Exchange Traded Fd Ii
175
New
N/A
175 $0
Themes ETF Tr
300
New
N/A
300 $0
Amplify ETF Tr
5.11K
New
N/A
5.11K $0
Ncr Atleos Corporation
323
New
N/A
323 $0
OFC
Corporate Office Properties Trust

Real Estate
12
+ 3.57%
N/A
348 $8K
First Tr Exchng Traded Fd Vi
541
New
N/A
541 $0
Dbx ETF Tr
341
New
N/A
341 $0
J P Morgan Exchange Traded F
151
New
N/A
151 $0
FCEF
First Tr Exchange Traded Fd Vi
469
New
N/A
469 $0
Core Scientific Inc New
704
New
N/A
704 $0
STXD
Ea Ser Tr Strive 1000 Divid Gr
300
New
N/A
300 $0
Arcadium Lithium PLC
1.8K
New
N/A
1.8K $0
SHOC
Ea Ser Tr Strive U S Semicondu
200
New
N/A
200 $0
Howard Hughes Holdings Inc
118
New
N/A
118 $0
Exchange Traded Concepts Tru
220
New
N/A
220 $0
Fidelity Covington Trust
250
New
N/A
250 $0
Atlassian Corporation
36
New
N/A
36 $0
Proshares Tr
310
New
N/A
310 $0
Grayscale Ethereum Mini Tr E
262
New
N/A
262 $0
CBT
Cabot Corp

Basic Materials
15
+ 20.27%
$90.64 - $117.0 $1.36K - $1.76K
89 $8K
Ishares Tr
896
New
N/A
896 $0
Calamos ETF Tr
315
New
N/A
315 $0
Themes ETF Tr
250
New
N/A
250 $0
MMYT
Make My Trip LTD

Consumer Cyclical
7
+ 11.29%
N/A
69 $5K
Amplify ETF Tr
728
New
N/A
728 $0
Greystone Housing Impact Inv
701
New
N/A
701 $0
RSEE
Collaborative Invt Ser Tr Rare
250
New
N/A
250 $0
Nebius Group N V
95
+ 60.13%
N/A
253 $0
TRN
Trinity Industries Inc

Industrials
17
+ 9.5%
$32.58 - $38.37 $554 - $652
196 $6K
Atlas Energy Solutions Inc
307
New
N/A
307 $0
TRNO
Terreno Realty Corp

Real Estate
15
+ 15.0%
$58.62 - $66.94 $879 - $1K
115 $6K
CPK
Chesapeake Utilities Corp

Utilities
7
+ 14.29%
$116.24 - $133.18 $814 - $932
56 $6K
Brookfield Infrastructure CO
162
New
N/A
162 $0
THS
Tree House Foods, Inc.

Consumer Defensive
23
+ 14.29%
$31.59 - $42.18 $727 - $970
184 $6K
Lithium Amers Corp New
2.15K
New
N/A
2.15K $0
Worthington Stl Inc
200
New
N/A
200 $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
126
New
N/A
126 $0
Invesco Exch Trd Slf Idx Fd
240
New
N/A
240 $0
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
140
+ 100.0%
$22.02 - $46.16 $3.08K - $6.46K
280 $6K
MISL
First Tr Exchange Traded Fd In
200
New
N/A
200 $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
78
New
N/A
78 $0
Amplify ETF Tr
100
New
N/A
100 $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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