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
NUE
Nucor Corp

Basic Materials
61
+ 17.94%
$103.22 - $131.43 $6.3K - $8.02K
401 $51K
FHN
First Horizon Corp

Financial Services
363
+ 20.23%
$16.21 - $21.2 $5.88K - $7.7K
2.16K $45K
OEF
Ishares S&P 100 ETF

ETFs
39
+ 40.21%
N/A
136 $36K
FLO
Flowers Foods Inc

Consumer Defensive
1K
+ 64.41%
$15.86 - $19.21 $15.9K - $19.2K
2.56K $40K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.04K
+ 74.89%
$11.11 - $14.46 $11.6K - $15.1K
2.44K $30K
ST
Sensata Technologies Holding PLC

Technology
262
+ 39.52%
$17.69 - $30.11 $4.63K - $7.89K
925 $27K
FN
Fabrinet

Technology
25
+ 60.98%
$171.03 - $298.93 $4.28K - $7.47K
66 $19K
NCR
Ncr Corp

Technology
748
+ 106.55%
N/A
1.45K $22K
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
200
+ 235.29%
$44.56 - $53.45 $8.91K - $10.7K
285 $15K
MP
Mp Materials Corp.

Basic Materials
300
+ 234.38%
$18.77 - $37.74 $5.63K - $11.3K
428 $14K
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.09K
+ 4.99%
$13.03 - $15.28 $27.3K - $32K
44K $645K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
434
+ 1.72%
$21.01 - $21.59 $9.12K - $9.37K
25.6K $550K
OMC
Omnicom Group Inc.

Communication Services
589
+ 19.63%
$69.22 - $79.77 $40.8K - $47K
3.59K $258K
NXST
Nexstar Media Group, Inc.

Communication Services
80
+ 15.72%
$144.68 - $181.86 $11.6K - $14.5K
589 $101K
IBN
Icici Bank LTD

Financial Services
113
+ 4.1%
$30.16 - $34.39 $3.41K - $3.89K
2.87K $96K
CBOE
Cboe Global Markets, Inc.

Financial Services
36
+ 10.56%
$205.81 - $234.23 $7.41K - $8.43K
377 $87K
UVSP
Univest Financial Corp

Financial Services
178
+ 6.68%
$25.3 - $31.35 $4.5K - $5.58K
2.84K $85K
CION
Cion Investment Corp

Financial Services
1.57K
+ 21.73%
$8.68 - $10.48 $13.6K - $16.5K
8.8K $84K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
145
+ 7.09%
$32.61 - $38.62 $4.73K - $5.6K
2.19K $83K
MARA
Marathon Digital Holdings, Inc.

Financial Services
471
+ 11.68%
N/A
4.51K $101K
PTC
Ptc Inc.

Technology
29
+ 9.76%
$136.74 - $173.24 $3.97K - $5.02K
326 $56K
NDAQ
Nasdaq, Inc.

Financial Services
26
+ 4.36%
$66.4 - $89.42 $1.73K - $2.32K
623 $55K
INCY
Incyte Corp

Healthcare
56
+ 7.41%
$55.17 - $71.22 $3.09K - $3.99K
812 $55K
EA
Electronic Arts Inc.

Communication Services
29
+ 9.18%
$132.53 - $159.7 $3.84K - $4.63K
345 $55K
ABR
Arbor Realty Trust Inc

Real Estate
1.28K
+ 33.44%
$8.92 - $11.89 $11.4K - $15.2K
5.09K $54K
FFIV
F5, Inc.

Technology
20
+ 12.27%
$239.25 - $295.9 $4.79K - $5.92K
183 $53K
PFFA
Etfis Ser Tr I

ETFs
500
+ 38.37%
$19.49 - $21.31 $9.75K - $10.7K
1.8K $37K
PSMT
Pricesmart Inc

Consumer Defensive
52
+ 17.51%
$82.12 - $108.35 $4.27K - $5.63K
349 $36K
VRSN
Verisign Inc

Technology
23
+ 23.71%
$234.49 - $288.8 $5.39K - $6.64K
120 $34K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
200
+ 44.44%
$32.51 - $38.81 $6.5K - $7.76K
650 $25K
CNHI
Cnh Industrial N.V.

Industrials
977
+ 144.96%
N/A
1.65K $17K
TWLO
Twilio Inc

Communication Services
63
+ 103.28%
$81.34 - $124.36 $5.12K - $7.83K
124 $15K
IIPR
Innovative Industrial Properties Inc

Real Estate
180
+ 514.29%
$48.03 - $58.9 $8.65K - $10.6K
215 $11K
IONQ
Ion Q, Inc.

Technology
190
+ 271.43%
$20.68 - $48.04 $3.93K - $9.13K
260 $11K
RFDI
First Trust ETF Iii Riverfront

ETFs
150
New
$58.95 - $73.36 $8.84K - $11K
150 $10K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
290
New
$29.41 - $37.21 $8.53K - $10.8K
290 $10K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
919
New
$10.66 - $11.83 $9.8K - $10.9K
919 $10K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
400
New
$24.66 - $25.17 $9.86K - $10.1K
400 $10K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
402
+ 1.23%
$8.72 - $10.05 $3.51K - $4.04K
33.1K $332K
LNT
Alliant Energy Corp

Utilities
219
+ 17.44%
$58.79 - $64.85 $12.9K - $14.2K
1.48K $89K
FIS
Fidelity National Information Services, Inc.

Technology
31
+ 2.96%
$68.14 - $82.13 $2.11K - $2.55K
1.08K $87K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
76
+ 4.4%
$37.51 - $45.52 $2.85K - $3.46K
1.8K $81K
HMC
Honda Motor CO LTD

Consumer Cyclical
199
+ 9.39%
$25.0 - $30.93 $4.98K - $6.16K
2.32K $66K
WBS
Webster Financial Corp

Financial Services
104
+ 9.39%
$41.76 - $54.91 $4.34K - $5.71K
1.21K $66K
TSCO
Tractor Supply CO

Consumer Cyclical
220
+ 22.68%
$47.86 - $55.77 $10.5K - $12.3K
1.19K $62K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
304
+ 11.21%
$17.58 - $21.07 $5.34K - $6.41K
3.02K $62K
HII
Huntington Ingalls Industries, Inc.

Industrials
8
+ 3.88%
$183.31 - $241.46 $1.47K - $1.93K
214 $51K
MNST
Monster Beverage Corp

Consumer Defensive
106
+ 17.32%
$55.01 - $64.24 $5.83K - $6.81K
718 $44K
LEA
Lear Corp

Consumer Cyclical
69
+ 18.21%
$75.18 - $95.54 $5.19K - $6.59K
448 $42K
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
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