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
Knife River Corp
7
+ 4.79%
N/A
153 $0
First Tr Exch Traded Fd Iii
600
New
N/A
600 $0
Global X Fds
400
New
N/A
400 $0
Expand Energy Corporation
53
+ 100.0%
N/A
106 $0
Qxo Inc
550
New
N/A
550 $0
ALK
Alaska Air Group, Inc.

Industrials
7
+ 3.02%
$41.01 - $54.88 $287 - $384
239 $11K
BRKR
Bruker Corp

Healthcare
15
+ 5.54%
$35.5 - $42.18 $533 - $633
286 $11K
Expand Energy Corporation
48
+ 100.0%
N/A
96 $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
200
+ 833.33%
N/A
224 $0
IT
Gartner Inc

Technology
3
+ 12.5%
$377.5 - $449.52 $1.13K - $1.35K
27 $10K
Calamos ETF Tr
400
New
N/A
400 $0
SFL
Sfl Corp Ltd.

Industrials
13
+ 1.05%
$7.1 - $8.92 $92.3 - $116
1.26K $10K
LKFN
Lakeland Financial Corp

Financial Services
1
+ 0.62%
$51.45 - $61.84 $51.5 - $61.8
162 $9K
AGO
Assured Guaranty LTD

Financial Services
1
+ 0.99%
$76.56 - $90.18 $76.6 - $90.2
102 $8K
Nuveen Churchill Direct Lend
270
+ 107.14%
N/A
522 $0
Bankfinancial Corp
345
+ 100.0%
N/A
690 $0
Fidelity Covington Trust
114
+ 100.0%
N/A
228 $0
Digitalbridge Group Inc
250
+ 58.28%
N/A
679 $0
UMH
Umh Properties, Inc.

Real Estate
2
+ 0.48%
$16.36 - $18.82 $32.7 - $37.6
418 $7K
Masterbrand Inc
302
+ 91.52%
N/A
632 $0
LOGI
Logitech International S.A.

Technology
2
+ 2.7%
$65.57 - $90.16 $131 - $180
76 $6K
MASI
Masimo Corp

Healthcare
3
+ 8.11%
$144.4 - $171.97 $433 - $516
40 $6K
DSMC
ETF Ser Solutions Distillate S
50
+ 33.33%
N/A
200 $0
PIN
Invesco India ETF Trust India
16
+ 7.11%
N/A
241 $0
Tidal Tr Ii
300
New
N/A
300 $0
Brookfield Renewable Corp
90
+ 87.38%
N/A
193 $0
OXYWS
Occidental Pete Corp Wt Exp 08
7
+ 2.41%
N/A
297 $0
SNAP
Snap Inc

Communication Services
4
+ 0.57%
$7.23 - $9.21 $28.9 - $36.8
704 $6K
Vestis Corporation
1K
New
N/A
1K $0
SCVL
Shoe Carnival Inc

Consumer Cyclical
54
+ 21.43%
$16.75 - $23.0 $905 - $1.24K
306 $5K
Bitwise Bitcoin ETF Tr
20
+ 26.67%
N/A
95 $0
AMED
Amedisys Inc

Healthcare
1
+ 1.82%
$91.31 - $98.39 $91.3 - $98.4
56 $5K
MTRN
Materion Corp

Basic Materials
4
+ 6.25%
$72.15 - $84.25 $289 - $337
68 $5K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
25
+ 18.8%
$32.45 - $40.68 $811 - $1.02K
158 $5K
John Hancock Exchange Traded
77
+ 100.0%
N/A
154 $0
Ea Series Trust
155
New
N/A
155 $0
CROX
Crocs, Inc.

Consumer Cyclical
5
+ 11.36%
$88.67 - $120.26 $443 - $601
49 $4K
American Battery Technology
2K
+ 200.0%
N/A
3K $0
BRO
Brown & Brown, Inc.

Financial Services
4
+ 11.11%
$104.48 - $124.43 $418 - $498
40 $4K
RIG
Transocean Ltd.

Energy
300
+ 22.54%
$2.13 - $3.32 $639 - $996
1.63K $4K
Tidal Tr Ii
24
+ 11.54%
N/A
232 $0
Tidal Tr Ii
25
+ 11.47%
N/A
243 $0
IRMD
Iradimed Corp

Healthcare
2
+ 3.13%
$48.67 - $60.8 $97.3 - $122
66 $3K
Invesco Exch Traded Fd Tr Ii
100
New
N/A
100 $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
36
New
N/A
36 $0
Nextracker Inc
10
+ 17.24%
N/A
68 $0
Bkv Corp
152
New
N/A
152 $0
ROG
Rogers Corp

Technology
6
+ 12.77%
$52.69 - $71.02 $316 - $426
53 $3K
Dave Inc
13
New
N/A
13 $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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