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
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4
+ 0.2%
$60.29 - $71.77 $241 - $287
2.01K $141K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
34
+ 5.29%
$167.22 - $212.42 $5.69K - $7.22K
677 $133K
ESS
Essex Property Trust, Inc.

Real Estate
15
+ 3.88%
N/A
402 $109K
IYLD
Ishares Tr Ishares Morningstar

ETFs
5
+ 0.11%
$19.19 - $20.76 $96 - $104
4.73K $98K
HESM
Hess Midstream LP

Energy
300
+ 14.29%
$35.23 - $42.89 $10.6K - $12.9K
2.4K $92K
RGA
Reinsurance Group Of America Inc

Financial Services
16
+ 4.12%
$168.32 - $209.71 $2.69K - $3.36K
404 $80K
JKHY
Henry Jack & Associates Inc

Technology
31
+ 8.2%
$163.54 - $186.02 $5.07K - $5.77K
409 $73K
OC
Owens Corning

Industrials
44
+ 9.13%
$126.32 - $147.75 $5.56K - $6.5K
526 $72K
CPRT
Copart Inc

Consumer Cyclical
266
+ 23.79%
$47.72 - $63.84 $12.7K - $17K
1.38K $67K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
19
+ 5.43%
$157.93 - $175.89 $3K - $3.34K
369 $64K
BUSE
First Busey Corp

Financial Services
36
+ 1.58%
$19.2 - $23.42 $691 - $843
2.32K $53K
MMT
Mfs Multimarket Income Trust

Financial Services
702
+ 6.91%
$4.36 - $4.7 $3.06K - $3.3K
10.9K $51K
NWBI
Northwest Bancshares, Inc.

Financial Services
93
+ 2.91%
$10.9 - $12.84 $1.01K - $1.19K
3.29K $42K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
7
+ 2.67%
$90.58 - $109.05 $634 - $763
269 $29K
AEM
Agnico Eagle Mines LTD

Basic Materials
9
+ 3.91%
$99.48 - $124.46 $895 - $1.12K
239 $28K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
41
+ 9.01%
$46.54 - $55.66 $1.91K - $2.28K
496 $27K
CLH
Clean Harbors Inc

Industrials
4
+ 3.57%
$182.1 - $233.5 $728 - $934
116 $26K
CVLT
Commvault Systems Inc

Technology
7
+ 4.86%
$139.35 - $190.99 $975 - $1.34K
151 $26K
HDB
Hdfc Bank LTD

Financial Services
8
+ 2.39%
$63.78 - $77.48 $510 - $620
343 $26K
BWA
Borgwarner Inc

Consumer Cyclical
43
+ 6.46%
$24.84 - $33.92 $1.07K - $1.46K
709 $23K
UGI
Ugi Corp

Utilities
51
+ 10.63%
$30.18 - $36.59 $1.54K - $1.87K
531 $19K
SSNC
Ss&C Technologies Holdings Inc

Technology
53
+ 35.57%
$71.96 - $83.42 $3.81K - $4.42K
202 $16K
IEX
Idex Corp

Industrials
25
+ 37.88%
$160.66 - $191.29 $4.02K - $4.78K
91 $15K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
50
+ 8.08%
$14.1 - $22.95 $705 - $1.15K
669 $14K
UPRO
Proshares Trust Proshares Ultr

ETFs
21
+ 15.44%
$50.65 - $91.44 $1.06K - $1.92K
157 $14K
WEX
Wex Inc.

Technology
34
+ 65.38%
$113.47 - $161.8 $3.86K - $5.5K
86 $12K
HMY
Harmony Gold Mining CO LTD

Basic Materials
304
+ 100.0%
$12.96 - $17.99 $3.94K - $5.47K
608 $8K
WAL
Western Alliance Bancorporation

Financial Services
49
+ 84.48%
$61.0 - $79.94 $2.99K - $3.92K
107 $8K
UDR
Udr, Inc.

Real Estate
100
+ 100.0%
$38.09 - $45.36 $3.81K - $4.54K
200 $8K
BFH
Bread Financial Holdings, Inc.

Financial Services
61
+ 88.41%
$41.88 - $57.12 $2.55K - $3.48K
130 $7K
AVT
Avnet Inc

Technology
78
+ 156.0%
$41.51 - $53.08 $3.24K - $4.14K
128 $6K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
51
+ 110.87%
$55.24 - $68.55 $2.82K - $3.5K
97 $6K
WU
Western Union CO

Financial Services
480
+ 263.74%
$8.37 - $10.63 $4.02K - $5.1K
662 $5K
PLMR
Palomar Holdings, Inc.

Financial Services
32
New
$129.99 - $175.67 $4.16K - $5.62K
32 $4K
DOOO
Brp Inc.

Consumer Cyclical
100
New
$32.44 - $49.16 $3.24K - $4.92K
100 $4K
AHH
Armada Hoffler Properties, Inc.

Real Estate
700
New
$6.37 - $7.42 $4.46K - $5.19K
700 $4K
EOLS
Evolus, Inc.

Healthcare
494
+ 2744.44%
$9.1 - $12.22 $4.5K - $6.04K
512 $4K
JHX
James Hardie Industries PLC

Basic Materials
131
+ 354.05%
$20.27 - $27.59 $2.66K - $3.61K
168 $4K
TIGO
Millicom International Cellular Sa

Communication Services
120
New
$26.95 - $38.28 $3.23K - $4.59K
120 $4K
AGX
Argan Inc

Industrials
13
+ 185.71%
$120.08 - $243.11 $1.56K - $3.16K
20 $4K
SXT
Sensient Technologies Corp

Basic Materials
42
New
$68.75 - $98.6 $2.89K - $4.14K
42 $4K
ITGR
Integer Holdings Corp

Healthcare
33
New
$106.73 - $126.93 $3.52K - $4.19K
33 $4K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
55
+ 0.71%
N/A
7.86K $360K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
307
+ 3.53%
N/A
9.01K $110K
SXI
Standex International Corp

Industrials
27
+ 8.74%
$130.91 - $162.93 $3.53K - $4.4K
336 $52K
MSCI
Msci Inc.

Financial Services
4
+ 4.6%
$506.56 - $576.74 $2.03K - $2.31K
91 $52K
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
1
+ 0.14%
$68.28 - $72.03 $68.3 - $72
726 $52K
TW
Tradeweb Markets Inc.

Financial Services
24
+ 8.63%
$125.37 - $149.02 $3.01K - $3.58K
302 $44K
VGLT
Vanguard Long Term Treasury Et

ETFs
70
+ 10.01%
$53.66 - $58.71 $3.76K - $4.11K
769 $43K
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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