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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
46
+ 7.4%
$1015.62 - $1159.62 $46.7K - $53.3K
668 $769K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
614
+ 24.91%
$211.47 - $281.27 $130K - $173K
3.08K $755K
CMS
Cms Energy Corp

Utilities
1.57K
+ 1440.37%
$58.7 - $70.62 $92.2K - $111K
1.68K $118K
STZ
Constellation Brands, Inc.

Consumer Defensive
431
+ 122.44%
$236.42 - $259.82 $102K - $112K
783 $201K
MCK
Mckesson Corp

Healthcare
350
+ 47.75%
$479.06 - $630.38 $168K - $221K
1.08K $535K
DSTL
ETF Ser Solution Distillate Us

ETFs
1.88K
New
$50.87 - $56.8 $95.4K - $107K
1.88K $106K
GRMN
Garmin LTD

Technology
418
+ 17.45%
$161.1 - $183.29 $67.3K - $76.6K
2.81K $495K
IWB
Ishares Tr Russell 1000 ETF

ETFs
269
+ 21.78%
$283.28 - $314.39 $76.2K - $84.6K
1.5K $472K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
3.3K
New
$28.08 - $32.61 $92.6K - $108K
3.3K $104K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.1K
+ 1.46%
$91.42 - $91.82 $101K - $101K
76.4K $7.01M
SPOT
Spotify Technology S.A.

Communication Services
262
+ 344.74%
$290.16 - $384.01 $76K - $101K
338 $124K
GFL
Gfl Environmental Inc.

Industrials
2.54K
New
$37.64 - $43.49 $95.8K - $111K
2.54K $101K
KBA
Kraneshares Bosera Msci China

ETFs
3.84K
New
$20.7 - $25.93 $79.5K - $99.6K
3.84K $99K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
3.63K
+ 10.86%
$23.08 - $23.52 $83.8K - $85.4K
37K $868K
KR
Kroger CO

Consumer Defensive
1.45K
+ 70.43%
$50.43 - $57.3 $72.9K - $82.9K
3.5K $200K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.49K
+ 93.92%
$36.06 - $37.66 $89.6K - $93.6K
5.13K $193K
ES
Eversource Energy

Utilities
1.42K
+ 800.0%
$56.52 - $68.38 $80K - $96.8K
1.59K $108K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
10.6K
+ 819.57%
$8.03 - $9.1 $85.1K - $96.4K
11.9K $108K
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.05%
$173.36 - $189.8 $520 - $569
6.31K $1.2M
LRCX
Lam Research Corp

Technology
136
+ 219.35%
$731.56 - $1127.3 $99.5K - $153K
198 $161K
VPU
Vanguard Utilities ETF

ETFs
84
+ 2.76%
$146.64 - $174.54 $12.3K - $14.7K
3.13K $544K
GL
Globe Life Inc.

Financial Services
56
+ 1.51%
$80.92 - $109.6 $4.53K - $6.14K
3.76K $398K
PHG
Koninklijke Philips Nv

Healthcare
2.71K
+ 436.17%
$25.08 - $32.73 $68K - $88.8K
3.34K $109K
EXPE
Expedia Group, Inc.

Consumer Cyclical
118
+ 3.44%
$112.12 - $149.09 $13.2K - $17.6K
3.55K $524K
RLY
Ssga Active ETF Tr

ETFs
802
+ 1.32%
$26.98 - $28.77 $21.6K - $23.1K
61.8K $1.78M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
645
+ 2.66%
$33.88 - $36.77 $21.9K - $23.7K
24.9K $907K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.95K
+ 22.07%
$30.55 - $30.85 $90.2K - $91K
16.3K $503K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
6.36K
+ 605.43%
$14.16 - $14.47 $90K - $92K
7.41K $106K
ANET
Arista Networks, Inc.

Technology
209
+ 77.41%
$311.42 - $388.21 $65.1K - $81.1K
479 $183K
WFC
Wells Fargo & Company

Financial Services
3.86K
+ 8.69%
$51.58 - $60.97 $199K - $236K
48.3K $2.73M
NNN
National Retail Properties, Inc.

Real Estate
1.62K
+ 106.44%
$42.12 - $48.79 $68.2K - $79K
3.14K $152K
ESS
Essex Property Trust, Inc.

Real Estate
321
+ 16050.0%
$272.82 - $272.82 $87.6K - $87.6K
323 $88K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
138
+ 0.33%
$44.83 - $47.42 $6.19K - $6.54K
42.2K $1.99M
HWM
Howmet Aerospace Inc.

Industrials
327
+ 13.67%
$77.3 - $100.22 $25.3K - $32.8K
2.72K $272K
NRG
Nrg Energy, Inc.

Utilities
936
+ 4680.0%
$68.89 - $91.22 $64.5K - $85.4K
956 $87K
OGE
Oge Energy Corp.

Utilities
1.18K
+ 17.02%
$35.12 - $41.18 $41.5K - $48.7K
8.13K $333K
CRL
Charles River Laboratories International, Inc.

Healthcare
862
+ 9.55%
$187.96 - $245.29 $162K - $211K
9.89K $1.95M
PFG
Principal Financial Group Inc

Financial Services
903
+ 101.12%
$72.94 - $87.46 $65.9K - $79K
1.8K $154K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
6.51K
New
$12.0 - $13.08 $78.1K - $85.1K
6.51K $84K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
289
+ 4.06%
$82.69 - $94.63 $23.9K - $27.3K
7.4K $687K
XPO
Xpo Logistics, Inc.

Industrials
778
New
$101.15 - $125.11 $78.7K - $97.3K
778 $83K
PINS
Pinterest, Inc.

Communication Services
2.7K
+ 519.46%
$28.66 - $43.51 $77.3K - $117K
3.22K $104K
MCI
Barings Corporate Investors

Financial Services
4.13K
New
$17.17 - $19.93 $70.8K - $82.2K
4.13K $82K
RWK
Invesco Exchange Traded Fd Tr

ETFs
232
+ 2.86%
$107.13 - $116.56 $24.9K - $27K
8.36K $972K
DFUS
Dimensional ETF Tr U S Equity

ETFs
491
+ 3.26%
$56.04 - $62.2 $27.5K - $30.5K
15.5K $966K
SON
Sonoco Products CO

Consumer Cyclical
1.49K
+ 1492.0%
$48.33 - $56.57 $72.1K - $84.4K
1.59K $86K
DAL
Delta Air Lines, Inc.

Industrials
1.5K
+ 110.65%
$37.32 - $51.8 $55.8K - $77.5K
2.85K $144K
MCO
Moodys Corp

Financial Services
156
+ 135.65%
$421.49 - $494.67 $65.8K - $77.2K
271 $128K
FDX
Fedex Corp

Industrials
400
+ 34.04%
$254.64 - $313.52 $102K - $125K
1.58K $431K
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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