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
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
20
New
$69.15 - $74.69 $1.38K - $1.49K
20 $1K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
202
New
$7.17 - $12.89 $1.45K - $2.6K
202 $1K
TROX
Tronox Holdings PLC

Basic Materials
211
New
$6.82 - $10.37 $1.44K - $2.19K
211 $1K
AXSM
Axsome Therapeutics, Inc.

Healthcare
7
+ 43.75%
$80.05 - $137.75 $560 - $964
23 $2K
PRCT
Procept Bio Robotics Corp

Healthcare
26
New
$56.03 - $88.57 $1.46K - $2.3K
26 $1K
JBI
Janus International Group, Inc.

Industrials
126
+ 56.0%
$6.95 - $9.11 $876 - $1.15K
351 $2K
ACVA
Acv Auctions Inc.

Consumer Cyclical
105
+ 1312.5%
$13.1 - $22.25 $1.38K - $2.34K
113 $1K
AMN
Amn Healthcare Services Inc

Healthcare
69
New
$23.07 - $28.1 $1.59K - $1.94K
69 $1K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
42
New
$24.92 - $31.9 $1.05K - $1.34K
42 $1K
SFL
Sfl Corp Ltd.

Industrials
129
+ 11.58%
$8.11 - $11.12 $1.05K - $1.43K
1.24K $10K
DDS
Dillard'S, Inc.

Consumer Cyclical
2
+ 0.88%
$353.25 - $508.77 $707 - $1.02K
229 $82K
FYBR
Frontier Communications Parent, Inc.

Communication Services
22
+ 2.93%
$34.83 - $36.05 $766 - $793
772 $27K
CVBF
Cvb Financial Corp

Financial Services
52
+ 20.8%
$18.42 - $21.2 $958 - $1.1K
302 $5K
AI
C3.Ai, Inc.

Technology
41
+ 2.62%
$20.92 - $36.93 $858 - $1.51K
1.61K $33K
MRNA
Moderna, Inc.

Healthcare
17
+ 10.12%
$28.35 - $47.53 $482 - $808
185 $5K
IX
Orix Corp

Financial Services
45
+ 2.21%
$20.44 - $107.42 $920 - $4.83K
2.08K $43K
NWL
Newell Brands Inc.

Consumer Defensive
155
+ 7.52%
$6.2 - $10.66 $961 - $1.65K
2.22K $13K
Core Scientific Inc New
2.43K
New
N/A
2.43K $0
Howard Hughes Holdings Inc
235
New
N/A
235 $0
Curbline Pptys Corp
28
+ 175.0%
N/A
44 $0
Wns Hldgs LTD
205
New
N/A
205 $0
SWI
Solar Winds Corp

Technology
40
New
$13.53 - $18.46 $541 - $738
40 $0
AKAM
Akamai Technologies Inc

Technology
6
+ 2.09%
N/A
293 $26K
CENT
Central Garden & Pet CO

Consumer Defensive
16
+ 7.24%
$33.67 - $40.16 $539 - $643
237 $8K
Coherent Corp
299
+ 2.86%
N/A
10.7K $0
Brookfield Infrastructure CO
710
New
N/A
710 $0
Capital Grp Fixed Incm ETF T
0
New
N/A
0 $0
Simplify Exchange Traded Fun
27.3K
New
N/A
27.3K $0
Amer Sports Inc
48
+ 2400.0%
N/A
50 $0
CGSD
Capital Grp Core Plus Income E
109K
New
N/A
109K $0
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
0
New
$41.29 - $56.94 $0 - $0
0 $0
Capital Grp Fixed Incm ETF T
1.5K
+ 1.1%
N/A
138K $0
NOV
Nov Inc.

Energy
65
New
$13.99 - $16.43 $909 - $1.07K
65 $0
Amalgamated Financial Corp
34
New
N/A
34 $0
INN
Summit Hotel Properties, Inc.

Real Estate
178
New
$5.4 - $6.84 $961 - $1.22K
178 $0
KYMR
Kymera Therapeutics, Inc.

Healthcare
26
New
$27.37 - $44.36 $712 - $1.15K
26 $0
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
12
New
N/A
12 $0
QNST
Quinstreet, Inc

Communication Services
38
New
$17.0 - $25.17 $646 - $956
38 $0
GIL
Gildan Activewear Inc.

Consumer Cyclical
15
New
$44.19 - $55.09 $663 - $826
15 $0
MD
Mednax, Inc.

Healthcare
44
New
$12.44 - $17.23 $547 - $758
44 $0
CTOS
Custom Truck One Source, Inc.

Industrials
151
New
$4.02 - $5.42 $607 - $818
151 $0
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
19
New
$30.79 - $38.48 $585 - $731
19 $0
CTBI
Community Trust Bancorp Inc

Financial Services
0
New
$49.72 - $56.88 $0 - $0
0 $0
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
81
New
$8.5 - $11.33 $689 - $918
81 $0
VITL
Vital Farms, Inc.

Consumer Defensive
0
New
$29.32 - $45.12 $0 - $0
0 $0
CRGY
Crescent Energy CO

Energy
70
New
$10.3 - $16.74 $721 - $1.17K
70 $0
KAR
Kar Auction Services, Inc.

Consumer Cyclical
48
New
$19.28 - $22.3 $925 - $1.07K
48 $0
ERIC
Ericsson Lm Telephone CO

Technology
119
New
$7.47 - $8.9 $889 - $1.06K
119 $0
JHX
James Hardie Industries PLC

Basic Materials
37
New
$23.56 - $34.63 $872 - $1.28K
37 $0
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
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