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
ALB
Albemarle Corp

Basic Materials
89
+ 20.14%
$50.76 - $72.25 $4.52K - $6.43K
531 $33K
CBSH
Commerce Bancshares Inc

Financial Services
40
+ 8.53%
$55.42 - $65.63 $2.22K - $2.63K
509 $31K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3
+ 1.8%
$144.63 - $179.53 $434 - $539
170 $27K
DOCS
Doximity, Inc.

Healthcare
9
+ 2.14%
$50.71 - $61.34 $456 - $552
429 $26K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
10
+ 4.1%
$89.4 - $99.04 $894 - $990
254 $24K
PR
Permian Resources Corporation

Energy
175
+ 10.79%
$10.36 - $14.93 $1.81K - $2.61K
1.8K $24K
STWD
Starwood Property Trust, Inc.

Real Estate
83
+ 8.06%
$17.28 - $20.41 $1.43K - $1.69K
1.11K $22K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
43
+ 1.86%
$7.19 - $8.75 $309 - $376
2.35K $20K
DXC
Dxc Technology CO

Technology
274
+ 26.89%
$14.03 - $17.63 $3.84K - $4.83K
1.29K $19K
CC
Chemours CO

Basic Materials
396
+ 32.33%
$9.4 - $13.06 $3.72K - $5.17K
1.62K $18K
PMO
Putnam Municipal Opportunities Trust

Financial Services
234
+ 17.61%
$9.46 - $10.23 $2.21K - $2.39K
1.56K $15K
PCG
Pg&E Corp

Utilities
318
+ 43.5%
$13.55 - $17.87 $4.31K - $5.68K
1.05K $14K
CIVI
Civitas Resources, Inc.

Energy
166
+ 48.26%
$24.28 - $35.09 $4.03K - $5.82K
510 $14K
RPRX
Royalty Pharma PLC

Healthcare
12
+ 3.27%
$30.85 - $36.14 $370 - $434
379 $13K
ALEX
Alexander & Baldwin, Inc.

Real Estate
72
+ 12.74%
$16.0 - $18.38 $1.15K - $1.32K
637 $11K
SMG
Scotts Miracle Gro CO

Basic Materials
8
+ 5.23%
$48.21 - $66.48 $386 - $532
161 $10K
MMS
Maximus, Inc.

Industrials
31
+ 26.27%
$65.54 - $76.8 $2.03K - $2.38K
149 $10K
BLD
Top Build Corp

Industrials
2
+ 6.9%
$275.93 - $326.59 $552 - $653
31 $10K
DAR
Darling Ingredients Inc.

Consumer Defensive
17
+ 6.94%
$27.63 - $38.64 $470 - $657
262 $9K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
55
+ 36.67%
$45.92 - $50.78 $2.53K - $2.79K
205 $9K
MAS
Masco Corp

Industrials
39
+ 35.78%
$58.73 - $71.06 $2.29K - $2.77K
148 $9K
SF
Stifel Financial Corp

Financial Services
7
+ 9.59%
$76.49 - $103.78 $535 - $726
80 $8K
MSA
Msa Safety Inc

Industrials
1
+ 2.13%
$130.21 - $169.16 $130 - $169
48 $8K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
5
+ 8.93%
$103.49 - $133.44 $517 - $667
61 $8K
EAT
Brinker International, Inc

Consumer Cyclical
8
+ 23.53%
$128.68 - $181.78 $1.03K - $1.45K
42 $7K
LUMN
Lumen Technologies, Inc.

Communication Services
295
+ 23.75%
$3.07 - $4.51 $906 - $1.33K
1.54K $6K
CHT
Chunghwa Telecom CO LTD

Communication Services
33
+ 29.73%
$37.72 - $46.87 $1.24K - $1.55K
144 $6K
SMB
Vaneck Short Muni ETF

ETFs
133
+ 52.57%
$16.86 - $17.26 $2.24K - $2.3K
386 $6K
ALLE
Allegion PLC

Industrials
9
+ 24.32%
$118.52 - $145.64 $1.07K - $1.31K
46 $6K
IOT
Samsara Inc.

Technology
32
+ 24.62%
$33.46 - $47.74 $1.07K - $1.53K
162 $6K
JHG
Janus Henderson Group PLC

Financial Services
35
+ 28.69%
$29.47 - $38.84 $1.03K - $1.36K
157 $6K
SKM
Sk Telecom CO LTD

Communication Services
41
+ 22.78%
$20.0 - $23.35 $820 - $957
221 $5K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
20
+ 34.48%
$52.22 - $73.66 $1.04K - $1.47K
78 $5K
BHF
Brighthouse Financial, Inc.

Financial Services
26
+ 38.81%
$47.29 - $61.15 $1.23K - $1.59K
93 $5K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
39
+ 100.0%
$49.48 - $61.22 $1.93K - $2.39K
78 $4K
MUSI
American Centy ETF Tr Multisec

ETFs
60
+ 130.43%
$42.31 - $44.09 $2.54K - $2.65K
106 $4K
VSEC
Vse Corp

Industrials
7
+ 29.17%
$103.15 - $140.55 $722 - $984
31 $4K
COHU
Cohu Inc

Technology
68
+ 52.71%
$13.33 - $19.7 $906 - $1.34K
197 $3K
EGO
Eldorado Gold Corp

Basic Materials
92
+ 100.0%
$15.63 - $21.51 $1.44K - $1.98K
184 $3K
OIS
Oil States International, Inc

Energy
330
+ 100.0%
$3.25 - $5.62 $1.07K - $1.85K
660 $3K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
150
+ 100.0%
$9.05 - $12.22 $1.36K - $1.83K
300 $3K
TPR
Tapestry, Inc.

Consumer Cyclical
20
+ 111.11%
$60.6 - $87.81 $1.21K - $1.76K
38 $3K
FTDR
Frontdoor, Inc.

Consumer Cyclical
9
+ 19.15%
$37.35 - $59.68 $336 - $537
56 $3K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
169
+ 83.66%
$6.26 - $9.51 $1.06K - $1.61K
371 $3K
ADT
Adt Inc.

Industrials
244
+ 195.2%
$7.54 - $8.6 $1.84K - $2.1K
369 $3K
MATV
Schweitzer Mauduit International Inc

Basic Materials
227
+ 100.44%
$4.58 - $6.98 $1.04K - $1.58K
453 $3K
FFBC
First Financial Bancorp

Financial Services
44
+ 55.0%
$22.05 - $25.19 $970 - $1.11K
124 $3K
NEP
Nextera Energy Partners, LP

Utilities
240
+ 200.0%
N/A
360 $3K
BPMC
Blueprint Medicines Corp

Healthcare
15
+ 187.5%
$79.22 - $128.4 $1.19K - $1.93K
23 $2K
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
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email