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
Sila Realty Trust Inc
12.1K
+ 26.66%
N/A
57.7K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
204
+ 1.13%
N/A
18.2K $0
Linde PLC
112
+ 4.27%
N/A
2.74K $0
Capital Grp Fixed Incm ETF T
17.9K
+ 60.08%
N/A
47.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
3.11K
+ 11.47%
N/A
30.3K $0
MEM
Matthews Asia Fds Emerging Mar
37.8K
New
N/A
37.8K $0
Dimensional ETF Trust
1.93K
+ 4.52%
N/A
44.6K $0
American Healthcare Reit Inc
8.22K
+ 35.17%
N/A
31.6K $0
Strategy Shs
45K
New
N/A
45K $0
Capital Grp Fixed Incm ETF T
43.9K
New
N/A
43.9K $0
Ishares Bitcoin Trust ETF
1.02K
+ 6.36%
N/A
17.1K $0
Coherent Corp
316
+ 2.94%
N/A
11.1K $0
Tidal ETF Tr
23.3K
New
N/A
23.3K $0
Brookfield Corp
105
+ 0.7%
N/A
15.2K $0
Brookfield Asset Managmt LTD
12.8K
+ 352.6%
N/A
16.5K $0
Canadian Pacific Kansas City
6.32K
+ 133.67%
N/A
11K $0
Lightbridge Corp
425
+ 0.67%
N/A
63.6K $0
Astera Labs Inc
4.89K
+ 121.18%
N/A
8.92K $0
Arm Holdings PLC
1.86K
+ 61.12%
N/A
4.89K $0
Grayscale Bitcoin Mini Tr Et
10.6K
+ 202.0%
N/A
15.8K $0
FTGS
First Tr Exchange Traded Fd Gr
11K
+ 113.35%
N/A
20.8K $0
J P Morgan Exchange Traded F
11.3K
New
N/A
11.3K $0
Pacer Fds Tr
13.7K
+ 233.55%
N/A
19.6K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1.6K
+ 12.25%
N/A
14.7K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
27.5K
+ 789.31%
N/A
30.9K $0
First Tr Exchng Traded Fd Vi
3K
+ 22.64%
N/A
16.3K $0
Sei Exchange Traded Funds
761
+ 3.21%
N/A
24.5K $0
Dimensional ETF Trust
96
+ 0.84%
N/A
11.6K $0
CGMS
Capital Grp Core Plus Income E
6.65K
+ 43.08%
N/A
22.1K $0
Super Micro Computer Inc
4.5K
+ 56.79%
N/A
12.4K $0
Sei Exchange Traded Funds
111
+ 0.52%
N/A
21.6K $0
Tcw ETF Trust
13.2K
+ 3678.27%
N/A
13.6K $0
Innovator Etfs Trust
3.2K
+ 20.71%
N/A
18.7K $0
Ge Healthcare Technologies I
4.37K
+ 169.72%
N/A
6.94K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
190
+ 2.94%
N/A
6.66K $0
Smurfit Westrock PLC
4.91K
+ 77.97%
N/A
11.2K $0
First Tr Exchng Traded Fd Vi
2K
+ 17.32%
N/A
13.5K $0
Listed Fd Tr
5.47K
+ 85.67%
N/A
11.8K $0
DRLL
Ea Ser Tr Strive U S Energy Et
5.95K
+ 69.74%
N/A
14.5K $0
Lam Research Corp
669
+ 20.57%
N/A
3.92K $0
AFLG
First Tr Exchange Traded Fd Vi
5.26K
+ 103.95%
N/A
10.3K $0
FNY
First Trust Mid Cap Growth Alp
2.13K
+ 94.49%
N/A
4.38K $0
Annaly Capital Management In
11.5K
+ 157.08%
N/A
18.9K $0
Talen Energy Corp
408
+ 53.54%
N/A
1.17K $0
Fidelity Covington Trust
4.82K
+ 93.76%
N/A
9.97K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
1.86K
+ 123.39%
N/A
3.36K $0
MISL
First Tr Exchange Traded Fd In
6.87K
+ 572.67%
N/A
8.07K $0
Invesco Galaxy Bitcoin ETF
211
+ 8.73%
N/A
2.63K $0
First Tr Exchng Traded Fd Vi
3.3K
+ 62.26%
N/A
8.6K $0
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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