Geneos Wealth Management Inc. Purchases in Q1 2025

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TRGP
Targa Resources Corp.

Energy
129
New
$178.44 - $217.22 $23K - $28K
129 $25K
TRU
Trans Union

Industrials
312
New
$80.45 - $100.25 $25.1K - $31.3K
312 $25K
EMN
Eastman Chemical CO

Basic Materials
266
+ 2660.0%
$87.05 - $103.47 $23.2K - $27.5K
276 $24K
HYMU
Blackrock ETF Tr Ii High Yield
1.08K
New
$22.43 - $23.19 $24.1K - $24.9K
1.08K $24K
ABNB
Airbnb, Inc.

Consumer Cyclical
197
+ 4.05%
$119.38 - $161.42 $23.5K - $31.8K
5.06K $604K
CGCP
Capital Group Core Plus Income

ETFs
1.1K
+ 0.47%
$21.94 - $22.64 $24.2K - $25K
237K $5.33M
NLOK
Norton Life Lock Inc.

Technology
1.08K
+ 169.54%
N/A
1.72K $36K
HOMB
Home Bancshares Inc

Financial Services
817
+ 27.23%
$27.23 - $31.23 $22.2K - $25.5K
3.82K $107K
MIDD
Middleby Corp

Industrials
156
New
$133.93 - $172.89 $20.9K - $27K
156 $23K
SYF
Synchrony Financial

Financial Services
423
+ 253.29%
$51.9 - $70.63 $22K - $29.9K
590 $31K
HQY
Healthequity, Inc.

Healthcare
250
New
$84.32 - $114.51 $21.1K - $28.6K
250 $22K
UFPI
Ufp Industries Inc

Basic Materials
208
New
$103.91 - $118.67 $21.6K - $24.7K
208 $22K
KWR
Quaker Chemical Corp

Basic Materials
184
New
$123.61 - $145.39 $22.7K - $26.8K
184 $22K
RYAAY
Ryanair Holdings PLC

Industrials
515
+ 2060.0%
$41.54 - $50.08 $21.4K - $25.8K
540 $22K
BERY
Berry Global Group, Inc.

Consumer Cyclical
297
+ 220.0%
$64.35 - $73.03 $19.1K - $21.7K
432 $30K
PB
Prosperity Bancshares Inc

Financial Services
296
New
$69.3 - $80.69 $20.5K - $23.9K
296 $21K
DVA
Davita Inc.

Healthcare
138
New
$140.0 - $177.35 $19.3K - $24.5K
138 $21K
ANSS
Ansys Inc

Technology
64
+ 246.15%
$316.56 - $360.36 $20.3K - $23.1K
90 $28K
FSV
First Service Corp

Real Estate
124
New
$159.66 - $185.88 $19.8K - $23K
124 $20K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
4.45K
New
$4.42 - $4.86 $19.7K - $21.6K
4.45K $20K
CHD
Church & Dwight CO Inc

Consumer Defensive
169
+ 18.9%
$101.42 - $113.2 $17.1K - $19.1K
1.06K $117K
TW
Tradeweb Markets Inc.

Financial Services
129
+ 86.58%
$123.42 - $148.46 $15.9K - $19.2K
278 $41K
KKR
Kkr & Co. Inc.

Financial Services
162
+ 771.43%
$108.17 - $167.07 $17.5K - $27.1K
183 $21K
VNT
Vontier Corp

Technology
581
+ 9683.33%
$32.1 - $40.32 $18.7K - $23.4K
587 $19K
NICE
Nice Ltd.

Technology
122
+ 1355.56%
$139.18 - $178.5 $17K - $21.8K
131 $20K
NDSN
Nordson Corp

Industrials
90
New
$200.12 - $224.07 $18K - $20.2K
90 $18K
OGN
Organon & Co.

Healthcare
1.16K
+ 133.52%
$14.29 - $16.41 $16.6K - $19.1K
2.03K $30K
POR
Portland General Electric CO

Utilities
416
New
$40.56 - $45.24 $16.9K - $18.8K
416 $18K
ILMN
Illumina, Inc.

Healthcare
234
+ 900.0%
$79.34 - $144.22 $18.6K - $33.7K
260 $20K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
385
New
$45.92 - $47.58 $17.7K - $18.3K
385 $18K
EXPO
Exponent Inc

Industrials
223
New
$78.9 - $93.95 $17.6K - $21K
223 $18K
MDB
Mongo Db, Inc.

Technology
99
+ 412.5%
$175.4 - $298.52 $17.4K - $29.6K
123 $21K
AYI
Acuity Brands Inc

Industrials
61
New
$257.8 - $337.07 $15.7K - $20.6K
61 $16K
WRB
Berkley W R Corp

Financial Services
216
+ 9.93%
$56.7 - $71.27 $12.2K - $15.4K
2.39K $170K
BYD
Boyd Gaming Corp

Consumer Cyclical
258
New
$65.83 - $79.52 $17K - $20.5K
258 $16K
VTHR
Vanguard Russell 3000 ETF

ETFs
66
+ 3.61%
$243.2 - $272.04 $16.1K - $18K
1.89K $467K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
236
+ 38.31%
N/A
852 $55K
ST
Sensata Technologies Holding PLC

Technology
663
New
$24.27 - $30.0 $16.1K - $19.9K
663 $16K
CPNG
Coupang, Inc.

Consumer Cyclical
701
+ 14.02%
$21.34 - $25.52 $15K - $17.9K
5.7K $125K
PNR
Pentair PLC

Industrials
187
+ 352.83%
$84.0 - $105.35 $15.7K - $19.7K
240 $20K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
1.16K
New
$13.65 - $14.45 $15.9K - $16.8K
1.16K $16K
AZEK
Azek CO Inc.

Industrials
314
New
$39.61 - $52.0 $12.4K - $16.3K
314 $15K
GKOS
Glaukos Corp

Healthcare
154
New
$96.6 - $161.22 $14.9K - $24.8K
154 $15K
BAX
Baxter International Inc

Healthcare
457
+ 103.16%
$29.26 - $36.57 $13.4K - $16.7K
900 $30K
GWRE
Guidewire Software, Inc.

Technology
78
+ 173.33%
$166.74 - $218.22 $13K - $17K
123 $23K
NUE
Nucor Corp

Basic Materials
126
+ 58.88%
$114.48 - $142.52 $14.4K - $18K
340 $40K
RPM
Rpm International Inc

Basic Materials
125
+ 12.49%
$114.03 - $128.31 $14.3K - $16K
1.13K $130K
WDI
Western Asset Diversified Income Fund

ETFs
1.03K
New
$14.4 - $15.26 $14.8K - $15.7K
1.03K $14K
RLI
Rli Corp

Financial Services
176
New
$71.75 - $163.21 $12.6K - $28.7K
176 $14K
Activity Summary
Buys All Purchases 447 New Holdings 211 Increased Positions 236 Sells All Sells 1843 Reductions 1843 Sold out 0 Options Calls 0 Puts 0
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