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
FT
Franklin Universal Trust

Financial Services
800
+ 8.39%
$6.95 - $7.62 $5.56K - $6.1K
10.3K $78K
UCBI
United Community Banks Inc

Financial Services
241
+ 10.12%
N/A
2.62K $76K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
32
+ 2.33%
$36.45 - $42.47 $1.17K - $1.36K
1.41K $59K
NPCT
Nuveen Core Plus Impact Fund
395
+ 8.68%
$9.88 - $11.21 $3.9K - $4.43K
4.95K $55K
CTSH
Cognizant Technology Solutions Corp

Technology
74
+ 13.01%
$66.47 - $81.81 $4.92K - $6.05K
643 $50K
NYT
New York Times CO

Communication Services
15
+ 1.77%
$45.37 - $57.12 $681 - $857
861 $48K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
240
+ 13.82%
$22.87 - $24.35 $5.49K - $5.84K
1.98K $48K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
112
+ 15.51%
$44.42 - $51.46 $4.98K - $5.76K
834 $42K
ASX
Ase Technology Holding Co., Ltd.

Technology
187
+ 6.4%
$7.42 - $10.65 $1.39K - $1.99K
3.11K $32K
NMFC
New Mountain Finance Corp

Financial Services
750
+ 35.65%
$9.11 - $11.09 $6.83K - $8.32K
2.85K $30K
CHRD
Oasis Petroleum Inc.

Energy
93
+ 72.09%
$82.03 - $113.54 $7.63K - $10.6K
222 $21K
CRSP
Crispr Therapeutics Ag

Healthcare
10
+ 2.47%
$31.27 - $48.64 $313 - $486
415 $20K
UHS
Universal Health Services Inc

Healthcare
40
+ 70.18%
$157.05 - $197.94 $6.28K - $7.92K
97 $17K
ALGN
Align Technology Inc

Healthcare
30
+ 62.5%
$144.32 - $190.42 $4.33K - $5.71K
78 $14K
TFX
Teleflex Inc

Healthcare
66
+ 115.79%
$117.53 - $141.38 $7.76K - $9.33K
123 $14K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
150
+ 100.0%
$39.59 - $44.69 $5.94K - $6.7K
300 $13K
QS
Quantum Scape Corp

Consumer Cyclical
503
+ 34.1%
$3.47 - $7.65 $1.75K - $3.85K
1.98K $13K
MDXG
Mimedx Group, Inc.

Healthcare
1.4K
+ 200.0%
$5.88 - $7.69 $8.23K - $10.8K
2.1K $12K
ASB
Associated Banc Corp

Financial Services
287
+ 143.5%
$18.91 - $24.56 $5.43K - $7.05K
487 $11K
INSM
Insmed Inc

Healthcare
57
+ 105.56%
$64.81 - $105.9 $3.69K - $6.04K
111 $11K
ASTS
Ast Space Mobile, Inc.

Communication Services
100
+ 100.0%
$20.07 - $51.83 $2.01K - $5.18K
200 $9K
STRL
Sterling Construction CO Inc

Industrials
21
+ 110.53%
$104.96 - $231.51 $2.2K - $4.86K
40 $9K
PRAY
Shp ETF Tr Fis Biblically Resp
200
+ 200.0%
$25.39 - $30.62 $5.08K - $6.12K
300 $9K
EIC
Eagle Point Income CO Inc.

N/A
572
New
$12.8 - $15.19 $7.32K - $8.69K
572 $7K
MLPA
Global X Mlp ETF

ETFs
151
New
$46.47 - $54.16 $7.02K - $8.18K
151 $7K
OTEX
Open Text Corp

Technology
208
+ 650.0%
$23.04 - $29.2 $4.79K - $6.07K
240 $7K
HDV
Ishares Core High Dividend ETF

ETFs
169
+ 4.89%
$108.41 - $120.51 $18.3K - $20.4K
3.62K $424K
GBIL
Goldman Sachs Access Treasury

ETFs
64
+ 2.37%
$99.83 - $100.19 $6.39K - $6.41K
2.76K $276K
SONY
Sony Group Corp

Technology
5
+ 0.05%
$21.24 - $26.88 $106 - $134
9.24K $240K
ROST
Ross Stores, Inc.

Consumer Cyclical
50
+ 8.13%
$126.62 - $154.26 $6.33K - $7.71K
665 $84K
FOX
Fox Corp Cl B (De)

Communication Services
158
+ 10.96%
$43.81 - $53.0 $6.92K - $8.37K
1.6K $82K
AB
Alliancebernstein Holding L.P.

Financial Services
23
+ 1.17%
$33.0 - $41.77 $759 - $961
1.99K $81K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 4.29%
$919.93 - $1101.66 $2.76K - $3.3K
73 $75K
SLG
Sl Green Realty Corp

Real Estate
14
+ 1.2%
$47.9 - $65.94 $671 - $923
1.18K $73K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.26%
$73.02 - $90.22 $146 - $180
771 $68K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
331
+ 29.53%
$41.37 - $53.28 $13.7K - $17.6K
1.45K $64K
TAP
Molson Coors Beverage CO

Consumer Defensive
326
+ 40.75%
$47.24 - $62.46 $15.4K - $20.4K
1.13K $54K
EPR
Epr Properties

Real Estate
31
+ 4.45%
$43.53 - $59.11 $1.35K - $1.83K
727 $42K
CMA
Comerica Inc

Financial Services
94
+ 15.75%
$50.42 - $59.65 $4.74K - $5.61K
691 $41K
CG
Carlyle Group Inc.

Financial Services
15
+ 2.31%
$34.78 - $51.4 $522 - $771
665 $34K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
325
+ 17.26%
$13.71 - $15.46 $4.46K - $5.02K
2.21K $34K
PRGO
Perrigo CO PLC

Healthcare
302
+ 31.3%
$24.36 - $27.91 $7.36K - $8.43K
1.27K $33K
DT
Dynatrace, Inc.

Technology
19
+ 3.58%
$41.21 - $55.9 $783 - $1.06K
549 $30K
NICE
Nice Ltd.

Technology
25
+ 19.08%
$141.3 - $178.32 $3.53K - $4.46K
156 $26K
SAIC
Science Applications International Corp

Technology
58
+ 48.74%
$100.22 - $123.41 $5.81K - $7.16K
177 $19K
ERC
Allspring Multi Sector Income Fund

Financial Services
577
+ 39.6%
$8.53 - $9.45 $4.92K - $5.45K
2.03K $19K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
5
+ 3.97%
$87.64 - $143.29 $438 - $716
131 $18K
LYFT
Lyft, Inc.

Technology
100
+ 10.0%
$9.97 - $17.21 $997 - $1.72K
1.1K $17K
ICHR
Ichor Holdings, Ltd.

Technology
400
+ 100.0%
$15.78 - $22.61 $6.31K - $9.04K
800 $15K
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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