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
PII
Polaris Inc.

Consumer Cyclical
171
+ 85.5%
$40.9 - $58.36 $6.99K - $9.98K
371 $15K
EPR
Epr Properties

Real Estate
140
+ 25.18%
$43.98 - $53.81 $6.16K - $7.53K
696 $36K
DKNG
Draft Kings Inc.

Consumer Cyclical
196
+ 3.88%
$33.21 - $53.49 $6.51K - $10.5K
5.25K $174K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
276
+ 3942.86%
$25.0 - $39.76 $6.9K - $11K
283 $7K
IBP
Installed Building Products, Inc.

Consumer Cyclical
43
New
$162.22 - $206.22 $6.98K - $8.87K
43 $7K
RODM
Hartford Multifactor Developed

ETFs
254
New
$28.07 - $31.56 $7.13K - $8.02K
254 $7K
ONON
On Holding Ag

Consumer Cyclical
172
+ 229.33%
$43.92 - $63.62 $7.55K - $10.9K
247 $10K
TOL
Toll Brothers, Inc.

Consumer Cyclical
64
+ 64.0%
$103.02 - $140.69 $6.59K - $9K
164 $17K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
267
New
$23.24 - $28.11 $6.21K - $7.51K
267 $6K
BCAT
Black Rock Capital Allocation Trust

ETFs
463
New
$14.35 - $15.88 $6.64K - $7.35K
463 $6K
ALKS
Alkermes Plc.

Healthcare
201
New
$28.08 - $36.0 $5.64K - $7.24K
201 $6K
AMG
Affiliated Managers Group, Inc.

Financial Services
35
+ 875.0%
$154.65 - $189.71 $5.41K - $6.64K
39 $6K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
56
New
$96.27 - $116.36 $5.39K - $6.52K
56 $6K
PCTY
Paylocity Holding Corp

Technology
33
New
$183.21 - $217.86 $6.05K - $7.19K
33 $6K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
242
New
$25.9 - $31.26 $6.27K - $7.56K
242 $6K
SF
Stifel Financial Corp

Financial Services
73
New
$91.62 - $117.6 $6.69K - $8.58K
73 $6K
WTS
Watts Water Technologies Inc

Industrials
30
New
$195.28 - $224.67 $5.86K - $6.74K
30 $6K
GXO
Gxo Logistics, Inc.

Industrials
132
+ 7.07%
$36.31 - $46.18 $4.79K - $6.1K
2K $78K
TKR
Timken CO

Industrials
94
New
$69.85 - $83.79 $6.57K - $7.88K
94 $6K
AMD
Advanced Micro Devices Inc

Technology
60
+ 0.4%
$96.63 - $129.55 $5.8K - $7.77K
15.2K $1.56M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
856
+ 59.03%
$5.28 - $5.77 $4.52K - $4.94K
2.31K $13K
ESI
Element Solutions Inc

Basic Materials
247
New
$22.61 - $27.55 $5.58K - $6.8K
247 $5K
NEU
Newmarket Corp

Basic Materials
9
New
$482.93 - $570.11 $4.35K - $5.13K
9 $5K
TOST
Toast, Inc.

Technology
147
+ 147.0%
$32.61 - $41.98 $4.79K - $6.17K
247 $8K
TME
Tencent Music Entertainment Group

Communication Services
413
New
$10.28 - $15.09 $4.25K - $6.23K
413 $5K
FOLD
Amicus Therapeutics, Inc.

Healthcare
697
New
$8.16 - $9.85 $5.69K - $6.87K
697 $5K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
522
New
$7.97 - $8.55 $4.16K - $4.46K
522 $4K
EXP
Eagle Materials Inc

Basic Materials
19
New
$207.49 - $262.13 $3.94K - $4.98K
19 $4K
BRO
Brown & Brown, Inc.

Financial Services
36
New
$100.54 - $124.4 $3.62K - $4.48K
36 $4K
ACA
Arcosa, Inc.

Industrials
54
New
$77.12 - $103.53 $4.16K - $5.59K
54 $4K
ESAB
Esab Corp

Industrials
39
New
$115.08 - $131.54 $4.49K - $5.13K
39 $4K
FIVE
Five Below, Inc

Consumer Cyclical
64
+ 31.68%
$72.25 - $103.2 $4.62K - $6.6K
266 $19K
PATK
Patrick Industries Inc

Consumer Cyclical
59
New
$82.13 - $97.92 $4.85K - $5.78K
59 $4K
NSSC
Napco Security Technologies, Inc

Industrials
193
New
$23.02 - $37.2 $4.44K - $7.18K
193 $4K
CWK
Cushman & Wakefield PLC

Real Estate
468
+ 39.23%
$10.19 - $13.87 $4.77K - $6.49K
1.66K $16K
SVC
Service Properties Trust

Real Estate
1.8K
New
$2.38 - $2.99 $4.27K - $5.37K
1.8K $4K
IBKR
Interactive Brokers Group, Inc.

Financial Services
26
New
$161.03 - $235.53 $4.19K - $6.12K
26 $4K
FIVN
Five9, Inc.

Technology
151
+ 151.0%
$27.15 - $42.82 $4.1K - $6.47K
251 $6K
LQD
Ishares Iboxx $ Investment Gra

ETFs
43
+ 1.68%
$105.1 - $109.61 $4.52K - $4.71K
2.6K $282K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
33
New
$93.32 - $95.35 $3.08K - $3.15K
33 $3K
BFH
Bread Financial Holdings, Inc.

Financial Services
69
New
$46.51 - $65.07 $3.21K - $4.49K
69 $3K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
81
+ 16.2%
$25.27 - $28.3 $2.05K - $2.29K
581 $15K
ROG
Rogers Corp

Technology
47
New
$67.53 - $102.68 $3.17K - $4.83K
47 $3K
BE
Bloom Energy Corp

Industrials
143
+ 20.72%
$19.66 - $29.81 $2.81K - $4.26K
833 $16K
NVST
Envista Holdings Corp

Healthcare
197
New
$16.25 - $22.15 $3.2K - $4.36K
197 $3K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
53
New
$63.82 - $127.89 $3.38K - $6.78K
53 $3K
FBP
First Bancorp

Financial Services
189
New
$17.43 - $21.08 $3.29K - $3.98K
189 $3K
ERC
Allspring Multi Sector Income Fund

Financial Services
285
+ 24.32%
$9.04 - $9.39 $2.58K - $2.68K
1.46K $13K
WAT
Waters Corp

Healthcare
10
New
$362.16 - $417.28 $3.62K - $4.17K
10 $3K
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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