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
HEI
Heico Corp

Industrials
1
+ 0.85%
$237.06 - $279.02 $237 - $279
118 $28K
EPR
Epr Properties

Real Estate
10
+ 1.95%
$43.17 - $49.39 $432 - $494
523 $23K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
2
+ 2.9%
$88.68 - $118.18 $177 - $236
71 $6K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
47
+ 3.68%
$209.89 - $233.24 $9.86K - $11K
1.32K $281K
PNW
Pinnacle West Capital Corp

Utilities
23
+ 1.75%
$84.03 - $94.52 $1.93K - $2.17K
1.34K $113K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
678
+ 5.7%
$8.36 - $9.06 $5.67K - $6.14K
12.6K $105K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13
+ 0.59%
$44.87 - $46.86 $583 - $609
2.21K $99K
VICI
Vici Properties Inc.

Real Estate
137
+ 7.41%
$28.27 - $33.19 $3.87K - $4.55K
1.99K $58K
ALB
Albemarle Corp

Basic Materials
6
+ 1.61%
$86.08 - $111.3 $516 - $668
378 $32K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
106
+ 7.86%
$12.1 - $14.95 $1.28K - $1.58K
1.46K $17K
EMN
Eastman Chemical CO

Basic Materials
2
+ 1.32%
$90.03 - $110.64 $180 - $221
153 $13K
HOG
Harley Davidson, Inc.

Consumer Cyclical
77
+ 10.21%
$29.69 - $38.02 $2.29K - $2.93K
831 $25K
ARW
Arrow Electronics Inc

Technology
5
+ 2.44%
$112.44 - $137.23 $562 - $686
210 $23K
RWX
Spdr Dow Jones International R

ETFs
1
+ 0.12%
$22.73 - $27.57 $22.7 - $27.6
868 $19K
VRNS
Varonis Systems Inc

Technology
13
+ 3.6%
$43.91 - $60.0 $571 - $780
374 $16K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
74
+ 0.25%
$100.55 - $110.43 $7.44K - $8.17K
29.8K $3.03M
FYLD
Cambria Foreign Shareholder Yi

ETFs
2.72K
+ 9.51%
$24.86 - $27.99 $67.5K - $76K
31.3K $790K
TDVG
T Rowe Price Exchange Traded F

Technology
150
+ 1.94%
$39.51 - $41.92 $5.93K - $6.29K
7.9K $312K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
2
+ 0.03%
$46.92 - $51.34 $93.8 - $103
6.21K $293K
IR
Ingersoll Rand Inc.

Industrials
4
+ 0.63%
$90.46 - $105.35 $362 - $421
641 $57K
DFAX
Dimensional ETF Tr
7
+ 0.31%
$24.76 - $27.04 $173 - $189
2.24K $55K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
2
+ 0.13%
$34.74 - $38.36 $69.5 - $76.7
1.55K $54K
TSCO
Tractor Supply CO

Consumer Cyclical
776
+ 400.0%
$52.59 - $303.74 $40.8K - $236K
970 $51K
NGG
National Grid PLC

Utilities
11
+ 2.32%
$57.68 - $70.03 $634 - $770
486 $28K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
12
+ 0.45%
$73.19 - $81.02 $878 - $972
2.69K $199K
CMS
Cms Energy Corp

Utilities
6
+ 0.36%
$65.76 - $71.94 $395 - $432
1.69K $112K
IYLD
Ishares Tr Ishares Morningstar

ETFs
10
+ 0.21%
$19.48 - $20.66 $195 - $207
4.72K $91K
MTD
Mettler Toledo International Inc

Healthcare
2
+ 5.88%
$1160.67 - $1498.12 $2.32K - $3K
36 $44K
NSP
Insperity, Inc.

Industrials
1
+ 0.18%
$72.51 - $88.91 $72.5 - $88.9
565 $43K
TU
Telus Corp

Communication Services
111
+ 4.47%
$13.45 - $16.78 $1.49K - $1.86K
2.6K $35K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
851
+ 1.08%
$49.39 - $52.31 $42K - $44.5K
80K $3.97M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
619
+ 3.2%
$115.08 - $119.55 $71.2K - $74K
20K $2.31M
ING
Ing Groep Nv

Financial Services
230
+ 5.21%
$15.1 - $17.73 $3.47K - $4.08K
4.65K $72K
EFX
Equifax Inc

Industrials
3
+ 1.26%
$245.03 - $293.5 $735 - $881
241 $61K
ALC
Alcon Inc

Healthcare
12
+ 2.1%
$83.87 - $99.15 $1.01K - $1.19K
583 $49K
VDE
Vanguard Energy ETF

ETFs
186
+ 0.69%
$116.67 - $136.78 $21.7K - $25.4K
27K $3.28M
WEC
Wec Energy Group, Inc.

Utilities
180
+ 1.52%
$92.94 - $101.82 $16.7K - $18.3K
12.1K $1.13M
AG
First Majestic Silver Corp

Basic Materials
7K
+ 7.66%
$5.39 - $7.94 $37.7K - $55.6K
98.4K $539K
WSO
Watsco Inc

Industrials
5
+ 0.82%
$466.57 - $568.78 $2.33K - $2.84K
614 $290K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
8.98K
+ 5.15%
$42.84 - $45.38 $385K - $407K
183K $7.87M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.8K
+ 4.71%
$39.3 - $41.34 $110K - $116K
62.2K $2.45M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
20
+ 0.28%
$67.38 - $75.88 $1.35K - $1.52K
7.13K $482K
FNV
Franco Nevada Corp

Basic Materials
60
+ 2.44%
$113.26 - $137.22 $6.8K - $8.23K
2.52K $295K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
6
+ 0.03%
$12.43 - $13.36 $74.6 - $80.2
19.5K $244K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
50
+ 2.0%
$67.29 - $73.38 $3.36K - $3.67K
2.56K $173K
IGR
Cbre Global Real Estate Income Fund

Financial Services
274
+ 4.01%
$4.81 - $6.44 $1.32K - $1.76K
7.1K $34K
EXPI
Exp World Holdings, Inc.

Real Estate
42
+ 0.94%
$11.51 - $14.77 $483 - $620
4.51K $51K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
48.9K
+ 120.68%
$18.41 - $40.87 $900K - $2M
89.4K $1.65M
CNC
Centene Corp

Healthcare
3
+ 0.37%
$56.71 - $73.94 $170 - $222
821 $49K
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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