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
MRK
Merck & Co., Inc.

Healthcare
5.34K
+ 45.53%
$111.15 - $128.97 $593K - $688K
17.1K $1.94M
HSY
Hershey CO

Consumer Defensive
1.75K
+ 9.28%
$182.45 - $203.25 $319K - $356K
20.6K $3.95M
EFV
Msci Eafe Value ETF

ETFs
3.31K
+ 5.15%
$51.72 - $57.96 $171K - $192K
67.7K $3.9M
NVS
Novartis Ag

Healthcare
2.14K
+ 7.93%
$106.13 - $120.89 $227K - $258K
29.1K $3.35M
KO
Coca Cola CO

Consumer Defensive
3.24K
+ 11.08%
$62.69 - $73.01 $203K - $236K
32.5K $2.33M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.14K
+ 5.15%
$138.06 - $172.74 $158K - $197K
23.3K $3.82M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
22.7K
+ 26.05%
$17.93 - $18.61 $407K - $422K
110K $2.04M
CSX
Csx Corp

Industrials
11.7K
+ 19.38%
$32.48 - $35.45 $380K - $415K
72.1K $2.49M
CYBR
Cyber Ark Software Ltd.

Technology
964
+ 10.05%
$241.52 - $291.61 $233K - $281K
10.6K $3.08M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
19K
+ 20.29%
$19.92 - $20.67 $378K - $392K
112K $2.31M
DVY
Ishares Tr

ETFs
235
+ 0.86%
$119.99 - $135.74 $28.2K - $31.9K
27.6K $3.72M
ROP
Roper Technologies Inc

Industrials
751
+ 457.93%
$515.25 - $576.55 $387K - $433K
915 $509K
CSCO
Cisco Systems, Inc.

Technology
4.93K
+ 19.32%
$44.74 - $53.22 $220K - $262K
30.4K $1.62M
BAC
Bank Of America Corp

Financial Services
10.2K
+ 32.78%
$36.65 - $44.13 $374K - $451K
41.4K $1.64M
NFLX
Netflix Inc

Communication Services
394
+ 11.29%
$598.55 - $722.26 $236K - $285K
3.89K $2.76M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.54K
+ 3.94%
$24.86 - $26.33 $187K - $198K
199K $5.2M
RTX
Raytheon Technologies Corp

Industrials
1.25K
+ 10.5%
$99.55 - $123.34 $124K - $154K
13.1K $1.59M
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
1.74K
+ 6.2%
$92.01 - $101.97 $160K - $177K
29.8K $3.04M
FSLR
First Solar, Inc.

Technology
432
+ 3.67%
$205.36 - $255.78 $88.7K - $110K
12.2K $3.05M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.67K
+ 34.34%
$41.22 - $51.19 $234K - $290K
22.2K $1.08M
ADBE
Adobe Inc.

Technology
1.55K
+ 14.02%
$508.13 - $586.55 $786K - $907K
12.6K $6.51M
ISRG
Intuitive Surgical Inc

Healthcare
675
+ 59.31%
$416.14 - $494.01 $281K - $333K
1.81K $890K
JBBB
Janus Detroit Str Tr Henderson

ETFs
7.89K
+ 54.98%
$48.27 - $49.33 $381K - $389K
22.2K $1.09M
SYK
Stryker Corp

Healthcare
262
+ 1.92%
$315.94 - $371.96 $82.8K - $97.5K
13.9K $5.03M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.03K
+ 2.61%
$85.03 - $94.56 $87.2K - $97K
40.4K $3.76M
WEC
Wec Energy Group, Inc.

Utilities
2.15K
+ 22.1%
$77.68 - $96.19 $167K - $207K
11.9K $1.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.19K
+ 6.21%
$162.64 - $179.3 $194K - $214K
20.4K $3.66M
ABT
Abbott Laboratories

Healthcare
2.39K
+ 23.65%
$100.07 - $118.13 $240K - $283K
12.5K $1.43M
NOW
Service Now, Inc.

Technology
416
+ 2311.11%
$730.87 - $937.36 $304K - $390K
434 $388K
FV
First Trust Dorsey Wright Focu

ETFs
4.98K
+ 6.12%
$51.35 - $59.82 $256K - $298K
86.3K $5.03M
CB
Chubb LTD

Financial Services
71
+ 0.68%
$252.51 - $292.2 $17.9K - $20.7K
10.4K $3.01M
HYG
Ishares Tr

ETFs
4.14K
+ 44.52%
$76.72 - $80.36 $317K - $333K
13.4K $1.08M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
680
+ 8.98%
$256.4 - $289.78 $174K - $197K
8.26K $2.34M
SO
Southern CO

Utilities
1.45K
+ 8.12%
$77.0 - $90.52 $112K - $131K
19.3K $1.74M
IAU
Ishares Gold Trust

ETFs
526
+ 0.92%
$44.06 - $50.5 $23.2K - $26.6K
57.6K $2.86M
EQIX
Equinix Inc

Real Estate
136
+ 7.6%
$749.0 - $890.01 $102K - $121K
1.93K $1.71M
EQAL
Invesco ETF

ETFs
2.77K
+ 5.09%
$44.26 - $48.66 $123K - $135K
57.2K $2.78M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.13K
+ 2.82%
$71.9 - $79.86 $81K - $89.9K
41.1K $3.27M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
10.8K
+ 10.98%
$22.43 - $24.11 $242K - $260K
109K $2.63M
CMI
Cummins Inc

Industrials
120
+ 1.8%
$266.63 - $326.4 $32K - $39.2K
6.79K $2.2M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.08K
+ 2398.64%
$47.0 - $47.84 $333K - $339K
7.37K $351K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.64K
+ 3.54%
$71.19 - $76.59 $117K - $126K
48K $3.68M
FTHI
First Trust Exchange Traded Fd

ETFs
14.4K
+ 141.21%
$21.47 - $23.16 $308K - $333K
24.5K $564K
AFL
Aflac Inc

Financial Services
723
+ 6.42%
$88.52 - $111.8 $64K - $80.8K
12K $1.34M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4
+ 0.02%
$138.85 - $182.81 $555 - $731
18.3K $3.24M
TFLO
Ishares Treasury Floating Rate

ETFs
6.52K
+ 23.31%
$50.42 - $50.66 $329K - $330K
34.5K $1.74M
DUSA
Davis Fundamental ETF Tr

ETFs
5.87K
+ 7.58%
$37.9 - $42.15 $222K - $247K
83.3K $3.47M
AXP
American Express CO

Financial Services
406
+ 7.4%
$225.92 - $271.17 $91.7K - $110K
5.89K $1.6M
INTU
Intuit Inc

Technology
549
+ 120.13%
$602.97 - $670.49 $331K - $368K
1.01K $624K
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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