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
CNS
Cohen & Steers, Inc.

Financial Services
7
+ 1.83%
$70.24 - $83.51 $492 - $585
390 $29K
STLA
Stellantis N.V.

Consumer Cyclical
221
+ 8.68%
$8.53 - $11.27 $1.89K - $2.49K
2.77K $27K
CPK
Chesapeake Utilities Corp

Utilities
6
+ 2.73%
$116.0 - $135.5 $696 - $813
226 $27K
GMED
Globus Medical Inc

Healthcare
50
+ 19.01%
$55.82 - $75.5 $2.79K - $3.78K
313 $18K
SUN
Sunoco LP

Energy
4
+ 1.75%
$50.38 - $59.13 $202 - $237
233 $12K
ZD
Ziff Davis, Inc.

Communication Services
11
+ 4.33%
$29.53 - $38.63 $325 - $425
265 $8K
ALKS
Alkermes Plc.

Healthcare
2
+ 1.0%
$26.59 - $32.65 $53.2 - $65.3
203 $5K
FOLD
Amicus Therapeutics, Inc.

Healthcare
153
+ 21.95%
$5.64 - $8.0 $863 - $1.22K
850 $4K
SAM
Boston Beer CO Inc

Consumer Defensive
1
+ 11.11%
$187.06 - $249.73 $187 - $250
10 $1K
ACGL
Arch Capital Group Ltd.

Financial Services
10
+ 1.49%
$84.99 - $96.82 $850 - $968
683 $62K
FRPT
Freshpet, Inc.

Consumer Defensive
23
+ 12.71%
$67.88 - $89.64 $1.56K - $2.06K
204 $13K
WLKP
Westlake Chemical Partners LP

Basic Materials
14
+ 0.55%
$21.61 - $23.8 $303 - $333
2.58K $56K
NWN
Northwest Natural Holding CO

Utilities
19
+ 1.47%
$39.62 - $44.11 $753 - $838
1.31K $52K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
17
+ 3.04%
$78.57 - $89.09 $1.34K - $1.51K
576 $45K
TRNO
Terreno Realty Corp

Real Estate
6
+ 1.29%
$51.18 - $63.89 $307 - $383
471 $26K
G
Genpact LTD

Technology
13
+ 2.58%
$40.65 - $50.56 $528 - $657
517 $22K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
30
+ 10.1%
$54.08 - $68.32 $1.62K - $2.05K
327 $17K
PCH
Potlatchdeltic Corp

Real Estate
4
+ 0.95%
$37.16 - $44.86 $149 - $179
427 $16K
WOLF
Wolfspeed, Inc.

Technology
200
+ 19.03%
$0.4 - $4.46 $80 - $892
1.25K $0
BFLY
Butterfly Network, Inc.

Healthcare
3.32K
+ 8.9%
$1.96 - $2.63 $6.52K - $8.74K
40.7K $81K
NSA
National Storage Affiliates Trust

Real Estate
26
+ 3.74%
$31.82 - $39.04 $827 - $1.02K
721 $23K
DHS
Wisdomtree Tr U.S

ETFs
2
+ 0.11%
$87.71 - $98.37 $175 - $197
1.78K $171K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
60
+ 2.65%
$22.66 - $26.12 $1.36K - $1.57K
2.33K $56K
SPG
Simon Property Group Inc

Real Estate
8
+ 0.56%
$140.37 - $171.44 $1.12K - $1.37K
1.44K $231K
ICLR
Icon PLC

Healthcare
56
+ 11.55%
$126.62 - $168.7 $7.09K - $9.45K
541 $78K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
225
+ 900.0%
$105.72 - $1416.0 $23.8K - $319K
250 $27K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
3.25K
+ 15.96%
$10.68 - $12.73 $34.7K - $41.4K
23.6K $252K
CHKP
Check Point Software Technologies LTD

Technology
141
+ 2.36%
$204.26 - $233.47 $28.8K - $32.9K
6.12K $1.35M
SNA
Snap On Inc

Industrials
3
+ 0.73%
$292.36 - $342.2 $877 - $1.03K
415 $129K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
56
+ 8.58%
$90.21 - $112.66 $5.05K - $6.31K
709 $64K
HSY
Hershey CO

Consumer Defensive
129
+ 2.07%
$151.29 - $173.13 $19.5K - $22.3K
6.35K $1.05M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
951
+ 2.31%
$12.21 - $13.9 $11.6K - $13.2K
42.2K $550K
FXN
First Tr Exchange Traded Fd Fi

ETFs
357
+ 2.74%
$12.88 - $16.75 $4.6K - $5.98K
13.4K $203K
CMS
Cms Energy Corp

Utilities
12
+ 0.53%
$68.57 - $75.51 $823 - $906
2.28K $157K
CHE
Chemed Corp

Healthcare
1
+ 1.01%
$486.93 - $619.21 $487 - $619
100 $48K
IGIC
International General Insurance Holdings Ltd.

Financial Services
151
+ 2.03%
$21.29 - $26.48 $3.21K - $4K
7.6K $182K
CHD
Church & Dwight CO Inc

Consumer Defensive
14
+ 1.32%
$91.57 - $110.76 $1.28K - $1.55K
1.08K $103K
GIS
General Mills Inc

Consumer Defensive
1.44K
+ 12.84%
$50.37 - $60.97 $72.4K - $87.7K
12.6K $654K
FNF
Fidelity National Financial, Inc.

Financial Services
277
+ 7.91%
$53.62 - $66.59 $14.9K - $18.4K
3.78K $211K
BP
Bp PLC

Energy
945
+ 6.75%
$26.11 - $33.81 $24.7K - $32K
14.9K $447K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
35
+ 2.13%
$212.1 - $244.27 $7.42K - $8.55K
1.68K $367K
KMX
Carmax Inc

Consumer Cyclical
2.1K
+ 12.68%
$62.27 - $82.77 $131K - $174K
18.7K $1.25M
AWK
American Water Works Company, Inc.

Utilities
58
+ 0.96%
$133.82 - $151.96 $7.76K - $8.81K
6.13K $852K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
65
+ 3.56%
$421.16 - $509.5 $27.4K - $33.1K
1.89K $842K
CODI
Compass Diversified Holdings

Industrials
4K
+ 68.61%
$6.0 - $18.81 $24K - $75.2K
9.83K $61K
AFL
Aflac Inc

Financial Services
7
+ 0.06%
$99.77 - $112.45 $698 - $787
11.9K $1.26M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
23
+ 3.04%
$483.07 - $625.6 $11.1K - $14.4K
780 $409K
OXLC
Oxford Lane Capital Corp.

Financial Services
43.3K
+ 8.08%
$4.01 - $4.96 $174K - $215K
579K $2.43M
AMGN
Amgen Inc

Healthcare
465
+ 5.77%
$262.28 - $309.85 $122K - $144K
8.53K $2.38M
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