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
LGOV
First Tr ETF Iv Long Duration

ETFs
3.75K
+ 3.52%
$20.75 - $22.49 $77.7K - $84.2K
110K $2.29M
SO
Southern CO

Utilities
773
+ 4.0%
$81.5 - $94.15 $63K - $72.8K
20.1K $1.65M
DEO
Diageo PLC

Consumer Defensive
7
+ 0.1%
$118.0 - $139.88 $826 - $979
6.86K $871K
XLV
Select Sector Spdr Fund Health

ETFs
119
+ 1.82%
$136.28 - $154.74 $16.2K - $18.4K
6.65K $914K
ED
Consolidated Edison Inc

Utilities
141
+ 2.01%
$88.87 - $107.38 $12.5K - $15.1K
7.17K $639K
GD
General Dynamics Corp

Industrials
161
+ 4.28%
$260.28 - $314.03 $41.9K - $50.6K
3.92K $1.03M
RWR
Spdr Dow Jones Reit ETF

ETFs
845
+ 3.5%
$97.84 - $108.61 $82.7K - $91.8K
25K $2.47M
CTAS
Cintas Corp

Industrials
111
+ 1.92%
$182.7 - $226.47 $20.3K - $25.1K
5.88K $1.07M
CB
Chubb LTD

Financial Services
42
+ 0.4%
$271.57 - $301.89 $11.4K - $12.7K
10.5K $2.9M
ZTS
Zoetis Inc.

Healthcare
1.78K
+ 13.74%
$162.24 - $194.42 $288K - $345K
14.7K $2.4M
GIS
General Mills Inc

Consumer Defensive
44
+ 0.31%
$62.78 - $74.62 $2.76K - $3.28K
14.1K $896K
SCHA
Schwab Strategic Tr Us Small C

ETFs
128K
+ 94.4%
$25.33 - $51.16 $3.25M - $6.56M
264K $6.83M
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.08%
$244.52 - $284.07 $1.47K - $1.7K
7.09K $1.75M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7
+ 0.04%
$99.04 - $109.59 $693 - $767
17.6K $1.75M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
500
+ 0.57%
$47.77 - $51.75 $23.9K - $25.9K
88.1K $4.26M
AMT
American Tower Corp

Real Estate
195
+ 4.59%
$179.4 - $232.01 $35K - $45.2K
4.44K $814K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
501
+ 0.29%
$42.7 - $46.33 $21.4K - $23.2K
175K $7.49M
BAH
Booz Allen Hamilton Holding Corp

Industrials
262
+ 4.0%
$128.36 - $186.0 $33.6K - $48.7K
6.81K $876K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.56K
+ 51.2%
$22.63 - $47.53 $171K - $359K
22.3K $507K
NKE
Nike, Inc.

Consumer Cyclical
4.21K
+ 10.39%
$73.36 - $89.13 $309K - $375K
44.7K $3.39M
IVE
Ishares S&P 500 Value ETF

ETFs
350
+ 0.83%
$189.5 - $206.17 $66.3K - $72.2K
42.6K $8.13M
ASML
Asml Holding Nv

Technology
17
+ 1.11%
$658.43 - $872.27 $11.2K - $14.8K
1.56K $1.08M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
+ 0.44%
$701.85 - $1046.91 $2.11K - $3.14K
690 $491K
XOM
Exxon Mobil Corp

Energy
5.06K
+ 6.29%
$105.51 - $125.37 $534K - $634K
85.5K $9.2M
PGR
Progressive Corp

Financial Services
541
+ 2.11%
$239.6 - $268.88 $130K - $145K
26.2K $6.27M
MBB
Ishares Tr

ETFs
1.2K
+ 1.42%
$91.26 - $95.82 $109K - $115K
85.3K $7.82M
SA
Seabridge Gold Inc

Basic Materials
1.07K
+ 2.28%
$11.27 - $20.51 $12K - $21.9K
47.8K $545K
EEM
Ishares Msci Emerging Markets

ETFs
4.55K
+ 4.21%
$41.82 - $47.36 $190K - $216K
113K $4.72M
MDT
Medtronic PLC

Healthcare
4.22K
+ 7.28%
$79.61 - $92.24 $336K - $390K
62.3K $4.97M
EFG
Msci Eafe Growth ETF

ETFs
659
+ 2.07%
$96.83 - $106.88 $63.8K - $70.4K
32.4K $3.14M
CMCSA
Comcast Corp

Communication Services
6.24K
+ 5.06%
$37.39 - $45.14 $233K - $282K
130K $4.86M
HD
Home Depot, Inc.

Consumer Cyclical
164
+ 0.75%
$385.02 - $431.37 $63.1K - $70.7K
22K $8.55M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
854
+ 0.23%
$11.42 - $12.5 $9.75K - $10.7K
374K $4.31M
EFV
Msci Eafe Value ETF

ETFs
840
+ 1.24%
$51.78 - $57.15 $43.5K - $48K
68.6K $3.6M
KO
Coca Cola CO

Consumer Defensive
190
+ 0.59%
$61.74 - $71.71 $11.7K - $13.6K
32.6K $2.03M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.15K
+ 46.49%
$25.74 - $53.78 $235K - $492K
28.8K $744K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.42K
+ 1.05%
$57.53 - $60.83 $139K - $147K
234K $13.4M
HCA
Hca Healthcare, Inc.

Healthcare
73
+ 2.26%
$297.52 - $415.61 $21.7K - $30.3K
3.31K $993K
IQV
Iqvia Holdings Inc.

Healthcare
13
+ 0.16%
$190.97 - $236.63 $2.48K - $3.08K
8.22K $1.62M
SCHV
Schwab Strategic Tr Us Large C

ETFs
82.5K
+ 180.46%
$25.79 - $80.4 $2.13M - $6.63M
128K $3.34M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.23K
+ 2.61%
$40.06 - $45.21 $129K - $146K
127K $5.17M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.28K
+ 4.1%
$64.18 - $70.42 $275K - $301K
109K $7M
NVS
Novartis Ag

Healthcare
1.06K
+ 3.64%
$96.78 - $117.18 $102K - $124K
30.2K $2.93M
SCHX
Schwab Strategic Tr Us Large C

ETFs
69.7K
+ 153.53%
$22.4 - $68.28 $1.56M - $4.76M
115K $2.67M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.32K
+ 7.68%
$97.29 - $122.68 $226K - $284K
32.5K $3.17M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.43K
+ 2.25%
$26.63 - $30.23 $145K - $164K
247K $6.58M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
41K
+ 7.4%
$34.13 - $37.35 $1.4M - $1.53M
595K $20.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.4K
+ 5.93%
$75.1 - $82.99 $631K - $697K
150K $11.4M
GALT
Galectin Therapeutics Inc

Healthcare
36K
+ 10.2%
$0.87 - $3.0 $31.3K - $108K
389K $462K
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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