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
Aim ETF Products Trust
1K
+ 100.0%
N/A
2K $0
First Tr Exchange Traded Fd
700
+ 100.0%
N/A
1.4K $0
Rb Global Inc
11
+ 2.04%
N/A
551 $0
T Rowe Price ETF Inc
1.13K
+ 243.01%
N/A
1.6K $0
TTAI
Fcf International Quality ETF
881
+ 100.0%
N/A
1.76K $0
America Movil Sab De Cv
3.01K
New
N/A
3.01K $0
Atmus Filtration Technologie
644
+ 93.6%
N/A
1.33K $0
WST
West Pharmaceutical Services Inc

Healthcare
4
+ 1.89%
$190.39 - $227.7 $762 - $911
216 $47K
Expand Energy Corporation
197
+ 90.78%
N/A
414 $0
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
11
+ 3.27%
$110.23 - $131.5 $1.21K - $1.45K
347 $42K
First Tr Exchng Traded Fd Vi
25
+ 2.44%
N/A
1.05K $0
CNXC
Concentrix Corp

Technology
35
+ 5.65%
$45.73 - $57.88 $1.6K - $2.03K
655 $34K
DAUG
First Tr ETF Viii Cboe Vest Us
325
+ 65.0%
N/A
825 $0
JPHY
Jp Morgan High Yield Research

ETFs
200
+ 38.1%
N/A
725 $0
Corpay Inc
23
+ 29.87%
N/A
100 $0
Brookfield Infrastructure CO
77
+ 10.85%
N/A
787 $0
Te Connectivity PLC
127
+ 189.55%
N/A
194 $0
Tidal Tr Ii
600
New
N/A
600 $0
GIGB
Goldman Sachs ETF Access Invt
616
New
N/A
616 $0
STXG
Ea Ser Tr Strive 1000 Growth E
300
+ 100.0%
N/A
600 $0
Abrdn Asia Pacific Income Fu
258
+ 17.6%
N/A
1.72K $0
Fortuna Mng Corp
2K
+ 100.0%
N/A
4K $0
GVAL
Cambria Global Value ETF
940
New
N/A
940 $0
2023 ETF Series Trust Ii
1
+ 0.14%
N/A
738 $0
Sinclair Inc
1.07K
+ 142.0%
N/A
1.82K $0
Everus Constr Group
198
+ 105.32%
N/A
386 $0
Franklin Templeton ETF Tr
5
+ 1.01%
N/A
498 $0
MIDD
Middleby Corp

Industrials
5
+ 3.21%
$124.01 - $154.76 $620 - $774
161 $23K
Howard Hughes Holdings Inc
106
+ 45.11%
N/A
341 $0
FLCO
Franklin Templeton ETF Tr Invt
10
+ 0.95%
N/A
1.06K $0
Wk Kellogg CO
167
+ 13.79%
N/A
1.38K $0
Bunge Global Sa
2
+ 0.74%
N/A
271 $0
PIZ
Invesco Exchange Traded Fd Tr
185
+ 64.91%
N/A
470 $0
Atlas Energy Solutions Inc
1.34K
+ 483.7%
N/A
1.61K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
312
+ 312.0%
N/A
412 $0
EXPO
Exponent Inc

Industrials
26
+ 11.66%
$72.88 - $81.75 $1.89K - $2.13K
249 $18K
Mach Natural Resources LP
1.25K
New
N/A
1.25K $0
SMOT
Vaneck ETF Tr Morningstar Smid
285
+ 123.91%
N/A
515 $0
SQLV
Royce Quant Small Cap Quality
5
+ 1.21%
N/A
418 $0
Calamos ETF Tr
315
+ 100.0%
N/A
630 $0
Greystone Housing Impact Inv
701
+ 100.0%
N/A
1.4K $0
TS
Tenaris Sa

Energy
1
+ 0.25%
$30.71 - $39.46 $30.7 - $39.5
409 $15K
Ncr Atleos Corporation
176
+ 51.76%
N/A
516 $0
RLI
Rli Corp

Financial Services
27
+ 15.34%
$71.27 - $80.82 $1.92K - $2.18K
203 $14K
Tidal Tr Ii
262
+ 72.58%
N/A
623 $0
FTSD
Franklin ETF Tr Liberty Short

ETFs
3
+ 2.03%
$90.19 - $91.19 $271 - $274
151 $13K
Ul Solutions Inc
8
+ 4.49%
N/A
186 $0
LGIH
Lgi Homes, Inc.

Consumer Cyclical
58
+ 28.43%
$47.34 - $67.22 $2.75K - $3.9K
262 $13K
Tempus Ai Inc
200
New
N/A
200 $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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