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
LMB
Limbach Holdings, Inc.

Industrials
21
New
$69.3 - $142.14 $1.46K - $2.98K
21 $2K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
31
New
$71.62 - $94.66 $2.22K - $2.93K
31 $2K
HSC
Harsco Corp

Industrials
336
New
N/A
336 $2K
GHC
Graham Holdings CO

Consumer Defensive
3
New
$876.56 - $1003.53 $2.63K - $3.01K
3 $2K
ATR
Aptargroup, Inc.

Healthcare
13
+ 260.0%
$133.66 - $158.53 $1.74K - $2.06K
18 $2K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
18
New
$89.13 - $167.48 $1.6K - $3.01K
18 $2K
AGI
Alamos Gold Inc

Basic Materials
100
New
$23.81 - $30.33 $2.38K - $3.03K
100 $2K
MRCY
Mercury Systems Inc

Industrials
49
New
$41.52 - $53.87 $2.03K - $2.64K
49 $2K
PTGX
Protagonist Therapeutics, Inc

Healthcare
35
+ 291.67%
$40.89 - $56.37 $1.43K - $1.97K
47 $2K
MLTX
Moon Lake Immunotherapeutics

Healthcare
49
+ 816.67%
$32.84 - $51.05 $1.61K - $2.5K
55 $2K
VC
Visteon Corp

Consumer Cyclical
11
+ 100.0%
$67.04 - $94.19 $737 - $1.04K
22 $2K
FATE
Fate Therapeutics Inc

Healthcare
1.8K
New
$0.68 - $1.67 $1.22K - $3.01K
1.8K $2K
SLGN
Silgan Holdings Inc

Consumer Cyclical
6
+ 1.68%
$45.48 - $56.15 $273 - $337
364 $19K
HAL
Halliburton CO

Energy
2.41K
+ 25.32%
$19.26 - $25.7 $46.4K - $61.9K
11.9K $242K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2
+ 0.06%
$44.68 - $45.96 $89.4 - $91.9
3.61K $165K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
190
+ 1.58%
$10.49 - $12.99 $1.99K - $2.47K
12.2K $155K
GNL
Global Net Lease, Inc.

Real Estate
1.15K
+ 7.47%
$6.82 - $8.08 $7.82K - $9.26K
16.5K $124K
PBA
Pembina Pipeline Corp

Energy
112
+ 8.41%
$35.16 - $40.88 $3.94K - $4.58K
1.44K $54K
LSTR
Landstar System Inc

Industrials
26
+ 10.44%
$131.55 - $151.93 $3.42K - $3.95K
275 $38K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
6
+ 0.94%
$38.16 - $46.72 $229 - $280
646 $28K
CNP
Centerpoint Energy Inc

Utilities
3
+ 0.39%
$35.5 - $39.05 $107 - $117
770 $28K
EMN
Eastman Chemical CO

Basic Materials
62
+ 22.46%
$72.7 - $88.29 $4.51K - $5.47K
338 $25K
AFG
American Financial Group Inc

Financial Services
19
+ 12.93%
$116.9 - $132.12 $2.22K - $2.51K
166 $20K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
100
+ 11.76%
$17.17 - $19.9 $1.72K - $1.99K
950 $18K
LNC
Lincoln National Corp

Financial Services
50
+ 10.48%
$28.95 - $37.27 $1.45K - $1.86K
527 $18K
WPP
Wpp PLC

Communication Services
70
+ 17.2%
$32.03 - $40.64 $2.24K - $2.84K
477 $16K
TRP
Tc Energy Corp

Energy
16
+ 5.33%
$44.48 - $51.4 $712 - $822
316 $15K
AGM
Federal Agricultural Mortgage Corp

Financial Services
1
+ 1.39%
$165.45 - $198.11 $165 - $198
73 $14K
LNTH
Lantheus Holdings, Inc.

Healthcare
38
+ 29.23%
$73.86 - $108.74 $2.81K - $4.13K
168 $13K
SPSC
Sps Commerce Inc

Technology
4
+ 4.17%
$121.61 - $152.67 $486 - $611
100 $13K
MLI
Mueller Industries Inc

Industrials
1
+ 0.59%
$68.45 - $79.6 $68.5 - $79.6
171 $13K
ADC
Agree Realty Corp

Real Estate
17
+ 13.39%
$70.68 - $79.12 $1.2K - $1.35K
144 $10K
GMAB
Genmab A/S

Healthcare
11
+ 2.21%
$17.98 - $23.09 $198 - $254
509 $10K
PLUG
Plug Power Inc

Industrials
150
+ 2.46%
$0.7 - $1.49 $105 - $224
6.25K $9K
MTN
Vail Resorts Inc

Consumer Cyclical
9
+ 18.0%
$131.42 - $164.64 $1.18K - $1.48K
59 $9K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
13
+ 4.59%
$23.18 - $30.7 $301 - $399
296 $8K
WTS
Watts Water Technologies Inc

Industrials
2
+ 6.67%
$180.4 - $247.22 $361 - $494
32 $7K
TKR
Timken CO

Industrials
13
+ 13.83%
$57.34 - $74.03 $745 - $962
107 $7K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
2
+ 3.39%
$96.02 - $124.33 $192 - $249
61 $7K
H
Hyatt Hotels Corp

Consumer Cyclical
5
+ 11.63%
$104.22 - $139.65 $521 - $698
48 $6K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
17
+ 14.53%
$46.39 - $47.84 $789 - $813
134 $6K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
36
+ 22.36%
$26.94 - $34.72 $970 - $1.25K
197 $6K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
22
+ 18.64%
$37.87 - $42.54 $833 - $936
140 $5K
ELY
Callaway Golf CO

Consumer Cyclical
48
+ 7.14%
N/A
720 $13K
PATK
Patrick Industries Inc

Consumer Cyclical
2
+ 3.39%
$74.33 - $93.03 $149 - $186
61 $5K
HI
Hillenbrand, Inc.

Industrials
75
+ 38.27%
$18.62 - $24.76 $1.4K - $1.86K
271 $5K
NTES
Net Ease, Inc.

Communication Services
6
+ 20.0%
$91.37 - $134.58 $548 - $807
36 $4K
AES
Aes Corp

Utilities
127
+ 43.2%
$9.63 - $12.55 $1.22K - $1.59K
421 $4K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
6
+ 7.5%
$40.79 - $50.93 $245 - $306
86 $4K
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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