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
TCHP
T Rowe Price Exchange Traded F

Technology
204
+ 29.39%
$34.07 - $45.35 $6.95K - $9.25K
898 $40K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
1.38K
+ 55.76%
$7.81 - $9.04 $10.8K - $12.5K
3.86K $34K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
2.22K
+ 88.14%
$6.54 - $7.1 $14.5K - $15.7K
4.73K $31K
JOBY
Joby Aviation, Inc.

Industrials
255
+ 10.63%
$5.33 - $10.55 $1.36K - $2.69K
2.66K $28K
AAXJ
Ishares Msci All Country Asia

ETFs
164
+ 118.84%
$65.0 - $82.89 $10.7K - $13.6K
302 $24K
STOT
Spdr Doubleline Short Duration

ETFs
315
+ 370.59%
$46.87 - $47.35 $14.8K - $14.9K
400 $18K
STNG
Scorpio Tankers Inc.

Energy
367
+ 941.03%
$31.86 - $44.3 $11.7K - $16.3K
406 $15K
KBH
Kb Home

Consumer Cyclical
274
+ 3044.44%
$50.15 - $58.93 $13.7K - $16.1K
283 $14K
SKYX
Skyx Platforms Corp.

Industrials
13.5K
New
$0.91 - $1.5 $12.3K - $20.3K
13.5K $14K
GAIN
Gladstone Investment Corporation\De

Financial Services
389
+ 4.6%
$11.77 - $15.26 $4.58K - $5.94K
8.85K $126K
CBRE
Cbre Group, Inc.

Real Estate
61
+ 13.68%
$113.94 - $140.12 $6.95K - $8.55K
507 $71K
VTWO
Vanguard Russell 2000 ETF

ETFs
95
+ 13.75%
$70.56 - $87.22 $6.7K - $8.29K
786 $68K
BC
Brunswick Corp

Consumer Cyclical
232
+ 31.91%
$41.93 - $58.37 $9.73K - $13.5K
959 $52K
TTEK
Tetra Tech Inc

Industrials
130
+ 9.98%
$28.01 - $36.25 $3.64K - $4.71K
1.43K $51K
FEM
First Trust Emerging Markets A

ETFs
408
+ 26.81%
$19.94 - $24.69 $8.14K - $10.1K
1.93K $47K
CCK
Crown Holdings Inc

Consumer Cyclical
78
+ 21.91%
$78.47 - $104.45 $6.12K - $8.15K
434 $44K
MDU
Mdu Resources Group Inc

Industrials
800
+ 94.45%
$15.6 - $17.76 $12.5K - $14.2K
1.65K $27K
LNW
Light & Wonder, Inc.

Consumer Cyclical
126
+ 104.13%
$77.8 - $96.26 $9.8K - $12.1K
247 $23K
SNX
Td Synnex Corp

Technology
79
+ 90.8%
$95.81 - $137.79 $7.57K - $10.9K
166 $22K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
63
+ 92.65%
$140.37 - $177.56 $8.84K - $11.2K
131 $22K
NMAI
Nuveen Multi Asset Income Fund

ETFs
1.04K
+ 273.49%
$10.75 - $12.65 $11.2K - $13.2K
1.42K $17K
HNI
Hni Corp

Industrials
257
+ 282.42%
$40.26 - $49.71 $10.3K - $12.8K
348 $17K
BYRN
Byrna Technologies Inc.

Industrials
387
+ 841.3%
$14.96 - $33.14 $5.79K - $12.8K
433 $13K
WELL
Welltower Inc.

Real Estate
52
+ 0.74%
$136.49 - $155.22 $7.1K - $8.07K
7.07K $1.09M
WSM
Williams Sonoma Inc

Consumer Cyclical
10
+ 0.52%
$137.62 - $174.44 $1.38K - $1.74K
1.94K $316K
NVR
Nvr Inc

Consumer Cyclical
1
+ 2.94%
$6700.0 - $7410.93 $6.7K - $7.41K
35 $258K
STZ
Constellation Brands, Inc.

Consumer Defensive
179
+ 22.02%
$160.0 - $195.62 $28.6K - $35K
992 $161K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
174
+ 2.81%
$15.5 - $20.28 $2.7K - $3.53K
6.37K $129K
UTG
Reaves Utility Income Fund

Financial Services
8
+ 0.25%
$29.08 - $36.18 $233 - $289
3.22K $116K
NRZ
New Residential Investment Corp.

Real Estate
1.54K
+ 21.95%
N/A
8.57K $62K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
871
+ 18.18%
$10.79 - $14.14 $9.4K - $12.3K
5.66K $77K
AL
Air Lease Corp

Industrials
65
+ 7.29%
$40.46 - $58.71 $2.63K - $3.82K
957 $55K
VMI
Valmont Industries Inc

Industrials
18
+ 11.84%
$263.86 - $333.86 $4.75K - $6.01K
170 $55K
WCC
Wesco International Inc

Industrials
36
+ 18.95%
$132.86 - $186.1 $4.78K - $6.7K
226 $41K
STE
Steris PLC

Healthcare
45
+ 34.88%
$208.55 - $252.55 $9.38K - $11.4K
174 $41K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
35
+ 22.29%
$160.22 - $209.35 $5.61K - $7.33K
192 $40K
ERJ
Embraer S.A.

Industrials
124
+ 28.12%
$40.42 - $56.91 $5.01K - $7.06K
565 $32K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
1.73K
+ 100.0%
$8.6 - $10.66 $14.8K - $18.4K
3.45K $30K
LXP
Lxp Industrial Trust

Real Estate
1.63K
+ 81.97%
$7.22 - $8.85 $11.8K - $14.4K
3.62K $29K
WMS
Advanced Drainage Systems, Inc.

Industrials
100
+ 100.0%
$96.79 - $123.55 $9.68K - $12.4K
200 $22K
OLN
Olin Corp

Basic Materials
677
+ 267.59%
$17.96 - $24.7 $12.2K - $16.7K
930 $18K
FLJP
Franklin Templeton ETF Tr

ETFs
389
New
$26.35 - $32.28 $10.3K - $12.6K
389 $12K
BTU
Peabody Energy Corp

Energy
865
+ 1330.77%
$10.31 - $15.28 $8.92K - $13.2K
930 $12K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
518
New
$23.33 - $24.01 $12.1K - $12.4K
518 $12K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1.02K
+ 2.57%
$9.08 - $10.16 $9.3K - $10.4K
40.9K $415K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
313
+ 3.32%
$20.93 - $22.05 $6.55K - $6.9K
9.75K $215K
YUM
Yum Brands Inc

Consumer Cyclical
133
+ 12.69%
$138.36 - $161.45 $18.4K - $21.5K
1.18K $175K
ES
Eversource Energy

Utilities
125
+ 6.9%
$54.25 - $65.89 $6.78K - $8.24K
1.94K $123K
HXL
Hexcel Corp

Industrials
165
+ 21.74%
$47.49 - $57.32 $7.84K - $9.46K
924 $52K
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
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email