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
AGCO
Agco Corp

Industrials
46
+ 12.64%
$75.77 - $108.43 $3.49K - $4.99K
410 $42K
USPH
U S Physical Therapy Inc

Healthcare
92
+ 28.57%
$65.08 - $79.84 $5.99K - $7.35K
414 $32K
GWRE
Guidewire Software, Inc.

Technology
13
+ 10.57%
$172.73 - $257.37 $2.25K - $3.35K
136 $32K
UFPI
Ufp Industries Inc

Basic Materials
114
+ 54.81%
$94.93 - $109.1 $10.8K - $12.4K
322 $31K
COLD
Americold Realty Trust

Real Estate
806
+ 100.0%
$16.31 - $21.47 $13.1K - $17.3K
1.61K $26K
TOL
Toll Brothers, Inc.

Consumer Cyclical
65
+ 39.63%
$90.5 - $114.3 $5.88K - $7.43K
229 $26K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
204
+ 51.0%
$37.18 - $42.55 $7.58K - $8.68K
604 $25K
BXP
Boston Properties Inc

Real Estate
133
+ 57.08%
$56.86 - $74.12 $7.56K - $9.86K
366 $24K
LITE
Lumentum Holdings Inc.

Technology
13
+ 5.6%
$49.56 - $95.06 $644 - $1.24K
245 $23K
ZBRA
Zebra Technologies Corp

Technology
27
+ 79.41%
$213.54 - $309.26 $5.77K - $8.35K
61 $18K
AGZ
Ishares Agency Bond ETF

ETFs
91
New
$108.32 - $109.92 $9.86K - $10K
91 $9K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
852
New
$11.19 - $11.84 $9.53K - $10.1K
852 $9K
FLGV
Franklin Templeton ETF Trfrank

ETFs
411
+ 1.75%
$20.16 - $20.7 $8.29K - $8.51K
23.9K $491K
RNR
Renaissancere Holdings LTD

Financial Services
26
+ 4.81%
$220.37 - $253.95 $5.73K - $6.6K
567 $137K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
400
+ 3.77%
$9.73 - $11.03 $3.89K - $4.41K
11K $121K
VOOV
Vanguard S&P 500 Value ETF

ETFs
30
+ 7.59%
$162.65 - $188.71 $4.88K - $5.66K
425 $80K
BCE
Bce Inc

Communication Services
485
+ 15.67%
$20.87 - $22.95 $10.1K - $11.1K
3.58K $79K
CSGP
Costar Group, Inc.

Real Estate
82
+ 9.48%
$72.62 - $83.22 $5.95K - $6.82K
947 $76K
HSIC
Henry Schein Inc

Healthcare
46
+ 4.97%
$62.7 - $73.66 $2.88K - $3.39K
972 $71K
TEI
Templeton Emerging Markets Income Fund

Financial Services
339
+ 3.66%
$4.91 - $6.0 $1.66K - $2.03K
9.61K $57K
FDS
Factset Research Systems Inc

Financial Services
19
+ 19.39%
$398.85 - $473.32 $7.58K - $8.99K
117 $52K
WDAY
Workday, Inc.

Technology
28
+ 14.97%
$210.47 - $274.71 $5.89K - $7.69K
215 $51K
OZK
Bank Ozk

Financial Services
94
+ 9.62%
$37.58 - $47.34 $3.53K - $4.45K
1.07K $50K
LPLA
Lpl Financial Holdings Inc.

Financial Services
5
+ 4.24%
$283.31 - $388.96 $1.42K - $1.94K
123 $46K
CATH
Global X Fds Global X S&P 500

ETFs
40
+ 7.12%
$59.85 - $75.45 $2.39K - $3.02K
602 $45K
SWKS
Skyworks Solutions, Inc.

Technology
38
+ 7.58%
$49.2 - $74.95 $1.87K - $2.85K
539 $40K
WYNN
Wynn Resorts LTD

Consumer Cyclical
38
+ 9.95%
$66.1 - $97.75 $2.51K - $3.71K
420 $39K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
67
+ 22.64%
$78.85 - $101.3 $5.28K - $6.79K
363 $35K
ONB
Old National Bancorp

Financial Services
386
+ 31.23%
$17.95 - $22.57 $6.93K - $8.71K
1.62K $34K
ASH
Ashland Global Holdings Inc

Basic Materials
249
+ 59.0%
$46.53 - $57.87 $11.6K - $14.4K
671 $33K
ILMN
Illumina, Inc.

Healthcare
37
+ 14.23%
$70.3 - $95.41 $2.6K - $3.53K
297 $28K
VNT
Vontier Corp

Technology
168
+ 28.62%
$28.04 - $37.3 $4.71K - $6.27K
755 $27K
VOD
Vodafone Group Public LTD CO

Communication Services
505
+ 25.91%
$8.19 - $10.66 $4.14K - $5.38K
2.45K $26K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
250
+ 37.04%
$18.37 - $27.72 $4.59K - $6.93K
925 $23K
FNDE
Schwab Fundamental Emerging Mk

ETFs
214
+ 46.62%
$26.66 - $33.09 $5.71K - $7.08K
673 $22K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
300
+ 66.96%
$26.4 - $29.61 $7.92K - $8.88K
748 $21K
STM
St Microelectronics N.V.

Technology
120
+ 21.58%
$17.78 - $30.41 $2.13K - $3.65K
676 $20K
CW
Curtiss Wright Corp

Industrials
2
+ 5.0%
$283.18 - $488.55 $566 - $977
42 $20K
BMAR
Innovator U.S. Equity Buffer E

ETFs
160
+ 100.0%
$41.56 - $49.04 $6.65K - $7.85K
320 $15K
VTC
Vanguard Scottsdale Fds Total

ETFs
100
+ 100.0%
$74.71 - $77.33 $7.47K - $7.73K
200 $15K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
570
+ 200.0%
$13.63 - $14.4 $7.77K - $8.21K
855 $12K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
947
+ 340.65%
$9.31 - $12.72 $8.82K - $12K
1.23K $11K
PAYO
Payoneer Global Inc.

Technology
1.3K
New
$5.9 - $7.55 $7.67K - $9.82K
1.3K $8K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5.12K
+ 5.77%
$44.37 - $50.04 $227K - $256K
93.8K $4.46M
WRB
Berkley W R Corp

Financial Services
21
+ 0.88%
$64.28 - $75.17 $1.35K - $1.58K
2.41K $177K
AAL
American Airlines Group Inc.

Industrials
676
+ 7.07%
N/A
10.2K $112K
EAD
Allspring Income Opportunities Fund

Financial Services
616
+ 4.08%
$6.11 - $7.06 $3.76K - $4.35K
15.7K $110K
PFN
Pimco Income Strategy Fund Ii

Financial Services
1.28K
+ 11.33%
$6.87 - $7.56 $8.79K - $9.68K
12.6K $92K
VRSK
Verisk Analytics, Inc.

Industrials
13
+ 5.14%
$277.03 - $321.33 $3.6K - $4.18K
266 $82K
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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