Geneos Wealth Management Inc. Purchases in Q3 2024

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
584
+ 0.41%
$75.32 - $84.37 $44K - $49.3K
142K $11.9M
CVS
Cvs Health Corp

Healthcare
9.23K
+ 17.02%
$55.81 - $63.18 $515K - $583K
63.5K $3.99M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
11.6K
+ 2703.03%
$58.35 - $66.29 $677K - $769K
12K $797K
AMT
American Tower Corp

Real Estate
3.08K
+ 265.32%
$192.27 - $242.73 $593K - $748K
4.25K $987K
NXPI
Nxp Semiconductors N.V.

Technology
3.18K
+ 2630.58%
$225.14 - $290.78 $717K - $926K
3.3K $793K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.62K
+ 2193.24%
$460.0 - $505.78 $747K - $821K
1.7K $789K
FTNT
Fortinet, Inc.

Technology
204
+ 0.48%
$55.39 - $77.55 $11.3K - $15.8K
42.6K $3.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.59K
+ 6.35%
$33.89 - $41.64 $189K - $233K
93.5K $3.72M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.67K
+ 3.35%
$64.57 - $71.76 $173K - $192K
82.4K $5.91M
NOC
Northrop Grumman Corp

Industrials
1.28K
+ 217.89%
$423.73 - $533.14 $542K - $682K
1.87K $985K
IWM
Ishares Russell 2000 ETF

ETFs
960
+ 3.38%
$200.87 - $224.6 $193K - $216K
29.4K $6.49M
SCHO
Schwab Short Term Us Treasury

ETFs
14.7K
+ 34104.65%
$47.93 - $49.06 $703K - $719K
14.7K $720K
IVE
Ishares S&P 500 Value ETF

ETFs
395
+ 0.94%
$181.06 - $197.17 $71.5K - $77.9K
42.3K $8.33M
MO
Altria Group, Inc.

Consumer Defensive
10.7K
+ 39.7%
$45.95 - $54.71 $490K - $583K
37.5K $1.91M
EMB
Ishares Tr

ETFs
7.03K
+ 111.08%
$87.75 - $93.74 $617K - $659K
13.4K $1.25M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
4.52K
+ 4.55%
$50.64 - $55.7 $229K - $252K
104K $5.79M
ITA
Ishares Tr

ETFs
1.94K
+ 8.63%
$131.58 - $149.64 $255K - $290K
24.4K $3.65M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
32.4K
+ 1116.38%
$20.0 - $20.91 $649K - $678K
35.3K $729K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
31.3K
+ 32.71%
$19.2 - $19.82 $601K - $621K
127K $2.51M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.6K
+ 26.38%
$76.38 - $78.87 $581K - $600K
36.4K $2.87M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.84K
+ 12.51%
$81.31 - $83.29 $556K - $570K
61.5K $5.11M
IEF
Ishares Barclays

ETFs
4.94K
+ 13.29%
$92.67 - $99.14 $458K - $490K
42.1K $4.13M
TTD
Trade Desk, Inc.

Technology
2.84K
+ 10.38%
$83.08 - $110.79 $236K - $314K
30.2K $3.31M
COF
Capital One Financial Corp

Financial Services
4K
+ 120.44%
$131.42 - $153.05 $526K - $612K
7.32K $1.1M
SNPS
Synopsys Inc

Technology
1.26K
+ 3600.0%
$463.97 - $621.3 $585K - $783K
1.3K $655K
IWS
Ishares Russell Midcap Value E

ETFs
3.31K
+ 20.51%
$119.52 - $132.25 $396K - $438K
19.5K $2.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
5.6K
+ 60.64%
$217.89 - $392.15 $1.22M - $2.19M
14.8K $4.16M
UPS
United Parcel Service Inc

Industrials
4.56K
+ 101.22%
$123.32 - $147.38 $562K - $672K
9.06K $1.23M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.1K
+ 2.32%
$22.38 - $23.66 $225K - $238K
444K $10.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.1K
+ 20.36%
$100.09 - $100.69 $610K - $614K
36.1K $3.63M
CME
Cme Group Inc.

Financial Services
2.68K
+ 317.91%
$193.43 - $220.62 $518K - $591K
3.52K $777K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
23.1K
+ 1492.77%
$25.38 - $26.27 $587K - $608K
24.7K $648K
MS
Morgan Stanley

Financial Services
3.33K
+ 9.22%
$92.07 - $106.96 $307K - $356K
39.5K $4.12M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
23.1K
New
$23.58 - $25.5 $545K - $589K
23.1K $586K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4.53K
+ 82.23%
$104.5 - $114.97 $473K - $520K
10K $1.15M
LMT
Lockheed Martin Corp

Industrials
547
+ 26.85%
$460.3 - $584.56 $252K - $320K
2.58K $1.51M
RWR
Spdr Dow Jones Reit ETF

ETFs
2.44K
+ 11.25%
$92.36 - $108.47 $225K - $265K
24.1K $2.58M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
26K
+ 25.72%
$19.2 - $19.63 $499K - $511K
127K $2.49M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
26.7K
New
$19.01 - $20.7 $508K - $553K
26.7K $545K
ADP
Automatic Data Processing Inc

Industrials
418
+ 3.75%
$233.44 - $279.45 $97.6K - $117K
11.6K $3.2M
PSLV
Sprott Physical Silver Trust

Financial Services
2.3K
+ 0.24%
$9.17 - $10.84 $21K - $24.9K
960K $10M
MBB
Ishares Tr

ETFs
1.9K
+ 2.31%
$90.85 - $96.66 $172K - $183K
84.1K $8.06M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
23.6K
+ 20.48%
$20.47 - $20.71 $484K - $489K
139K $2.87M
OKE
Oneok Inc

Energy
1.24K
+ 3.0%
$78.62 - $95.27 $97.7K - $118K
42.7K $3.89M
EEM
Ishares Msci Emerging Markets

ETFs
3.42K
+ 3.26%
$40.42 - $46.7 $138K - $160K
108K $4.96M
IWN
Ishares Russell2000 Val ETF

ETFs
1.64K
+ 10.56%
$150.05 - $171.34 $246K - $281K
17.2K $2.86M
LOW
Lowes Companies Inc

Consumer Cyclical
641
+ 9.95%
$213.3 - $270.78 $137K - $174K
7.08K $1.92M
AJG
Arthur J. Gallagher & Co.

Financial Services
390
+ 2.22%
$259.22 - $299.75 $101K - $117K
18K $5.05M
HLI
Houlihan Lokey, Inc.

Financial Services
655
+ 3.94%
$134.11 - $161.99 $87.8K - $106K
17.3K $2.73M
Activity Summary
Buys All Purchases 1595 New Holdings 585 Increased Positions 1010 Sells All Sells 424 Reductions 424 Sold out 0 Options Calls 0 Puts 0
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