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
GIL
Gildan Activewear Inc.

Consumer Cyclical
1
+ 8.33%
$46.28 - $50.23 $46.3 - $50.2
13 $0
Techtarget Inc
29
New
N/A
29 $0
HYGV
Flexshares Tr High Yield Value

ETFs
14
New
$40.53 - $41.51 $567 - $581
14 $0
CRBG
Corebridge Financial, Inc.

Financial Services
19
New
$28.28 - $33.37 $537 - $634
19 $0
BGNE
Bei Gene, Ltd.

Healthcare
3
New
$174.72 - $246.04 $524 - $738
3 $0
NUVL
Nuvalent, Inc.

Healthcare
7
New
$77.87 - $104.93 $545 - $735
7 $0
CSR
Centerspace

Real Estate
8
New
$64.75 - $75.02 $518 - $600
8 $0
DGRO
Ishares Core Dividend Growth E

ETFs
824
+ 2.18%
$60.73 - $64.94 $50K - $53.5K
38.6K $2.37M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.08K
+ 2.44%
$7.83 - $8.16 $31.9K - $33.3K
171K $1.35M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
352
+ 2.12%
$74.69 - $79.24 $26.3K - $27.9K
17K $1.28M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
139
+ 2.26%
$45.38 - $46.88 $6.31K - $6.52K
6.3K $287K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
256
+ 2.44%
$15.05 - $16.03 $3.85K - $4.1K
10.8K $164K
URTH
Ishares Msci World ETF

ETFs
2
+ 0.2%
$153.73 - $162.67 $307 - $325
1.01K $157K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
386
+ 7.9%
$27.8 - $30.33 $10.7K - $11.7K
5.28K $147K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
79
+ 1.21%
$12.16 - $13.26 $961 - $1.05K
6.59K $83K
SLG
Sl Green Realty Corp

Real Estate
10
+ 0.87%
$66.24 - $81.13 $662 - $811
1.15K $78K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
218
+ 4.03%
$11.39 - $12.41 $2.48K - $2.71K
5.63K $65K
BPOP
Popular, Inc.

Financial Services
18
+ 6.0%
$88.46 - $102.59 $1.59K - $1.85K
318 $29K
CSGP
Costar Group, Inc.

Real Estate
1
+ 0.28%
$69.7 - $81.97 $69.7 - $82
354 $25K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
31
+ 4.59%
$33.39 - $37.66 $1.04K - $1.17K
707 $23K
FMC
Fmc Corp

Basic Materials
92
+ 25.34%
$47.86 - $66.62 $4.4K - $6.13K
455 $22K
DJD
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.24%
$50.65 - $54.19 $50.7 - $54.2
424 $21K
ENSG
Ensign Group, Inc

Healthcare
6
+ 4.08%
$132.78 - $156.91 $797 - $941
153 $20K
POOL
Pool Corp

Industrials
2
+ 3.51%
$339.32 - $390.03 $679 - $780
59 $20K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
15
+ 5.21%
$64.62 - $71.43 $969 - $1.07K
303 $19K
HLNE
Hamilton Lane Inc

Financial Services
8
+ 6.61%
$147.78 - $201.62 $1.18K - $1.61K
129 $19K
LSTR
Landstar System Inc

Industrials
4
+ 3.88%
$171.86 - $192.81 $687 - $771
107 $18K
SCHR
Schwab Intermediate Term Us Tr

ETFs
262
+ 100.0%
$24.19 - $50.58 $6.34K - $13.3K
524 $12K
CHE
Chemed Corp

Healthcare
1
+ 4.55%
$517.44 - $613.19 $517 - $613
23 $12K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
11
+ 2.0%
$20.92 - $23.57 $230 - $259
561 $11K
ELD
Wisdomtree Emerging Local Debt

ETFs
10
+ 2.46%
$25.38 - $27.87 $254 - $279
416 $10K
ASND
Ascendis Pharma A/S

Healthcare
1
+ 1.33%
$122.0 - $146.6 $122 - $147
76 $10K
EL
Estee Lauder Companies Inc

Consumer Defensive
29
+ 27.88%
$62.74 - $97.24 $1.82K - $2.82K
133 $9K
MSM
Msc Industrial Direct CO Inc

Industrials
2
+ 1.59%
$73.09 - $90.18 $146 - $180
128 $9K
MOS
Mosaic CO

Basic Materials
5
+ 1.43%
$23.87 - $28.34 $119 - $142
355 $8K
BC
Brunswick Corp

Consumer Cyclical
9
+ 7.69%
$64.5 - $85.95 $581 - $774
126 $8K
CGNX
Cognex Corp

Technology
9
+ 5.17%
$35.61 - $43.05 $320 - $387
183 $6K
UFPI
Ufp Industries Inc

Basic Materials
6
+ 13.04%
$112.19 - $139.02 $673 - $834
52 $5K
ST
Sensata Technologies Holding PLC

Technology
23
+ 20.18%
$27.12 - $36.49 $624 - $839
137 $3K
NIO
Nio Inc.

Consumer Cyclical
75
+ 10.98%
$4.31 - $7.21 $323 - $541
758 $3K
BLRX
Bio Line Rx Ltd.

Healthcare
300
+ 6.67%
$0.2 - $0.6 $60 - $180
4.8K $1K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
1
+ 1.35%
$12.52 - $21.81 $12.5 - $21.8
75 $0
WM
Waste Management Inc

Industrials
56
+ 2.48%
$201.79 - $228.46 $11.3K - $12.8K
2.31K $466K
FLGV
Franklin Templeton ETF Trfrank

ETFs
657
+ 4.07%
$20.03 - $21.07 $13.2K - $13.8K
16.8K $338K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
265
+ 9.18%
$79.93 - $88.06 $21.2K - $23.3K
3.15K $252K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
62
+ 8.4%
$75.65 - $83.47 $4.69K - $5.18K
800 $60K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.16K
+ 175.61%
$22.01 - $66.82 $25.5K - $77.4K
1.82K $41K
RS
Reliance Steel & Aluminum CO

Basic Materials
2
+ 1.54%
$264.2 - $326.32 $528 - $653
132 $35K
FIW
First Trust Water ETF

ETFs
1
+ 0.3%
$102.02 - $110.91 $102 - $111
338 $34K
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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