Geneos Wealth Management Inc. Incresed Positions in Q4 2024

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RHP
Ryman Hospitality Properties, Inc.

Real Estate
11
+ 14.47%
$104.34 - $118.84 $1.15K - $1.31K
87 $9K
AL
Air Lease Corp

Industrials
18
+ 7.93%
$42.79 - $52.16 $770 - $939
245 $11K
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
193
+ 29.69%
$10.43 - $11.47 $2.01K - $2.21K
843 $8K
THY
Toews Agility Shares Dynamic T

Technology
61
+ 3.38%
$22.55 - $23.06 $1.38K - $1.41K
1.86K $42K
NMAI
Nuveen Multi Asset Income Fund

ETFs
157
+ 37.65%
$11.86 - $13.16 $1.86K - $2.07K
574 $6K
MGA
Magna International Inc

Consumer Cyclical
13
+ 1.1%
$39.47 - $46.46 $513 - $604
1.19K $49K
SNDR
Schneider National, Inc.

Industrials
17
+ 7.36%
$26.97 - $33.61 $458 - $571
248 $7K
VIAV
Viavi Solutions Inc.

Technology
18
+ 2.52%
$8.94 - $11.16 $161 - $201
733 $7K
VTWO
Vanguard Russell 2000 ETF

ETFs
8
+ 2.02%
$87.42 - $98.06 $699 - $784
404 $36K
VBR
Vanguard Small Cap Value ETF

ETFs
200
+ 1.33%
$197.36 - $217.3 $39.5K - $43.5K
15.2K $3.01M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
33
+ 15.79%
$24.92 - $32.79 $822 - $1.08K
242 $6K
BMI
Badger Meter Inc

Technology
5
+ 16.13%
$199.06 - $237.67 $995 - $1.19K
36 $7K
BWA
Borgwarner Inc

Consumer Cyclical
96
+ 19.75%
$31.48 - $35.49 $3.02K - $3.41K
582 $18K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
160
+ 44.2%
$14.68 - $17.32 $2.35K - $2.77K
522 $7K
UCBI
United Community Banks Inc

Financial Services
30
+ 2.7%
N/A
1.14K $33K
SF
Stifel Financial Corp

Financial Services
7
+ 10.45%
$93.4 - $117.72 $654 - $824
74 $7K
ERC
Allspring Multi Sector Income Fund

Financial Services
126
+ 21.5%
$8.84 - $9.54 $1.11K - $1.2K
712 $6K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
20
+ 18.87%
$44.9 - $57.64 $898 - $1.15K
126 $6K
SCI
Service Corp International

Consumer Cyclical
1
+ 0.11%
$73.36 - $88.6 $73.4 - $88.6
938 $74K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
116
+ 9.06%
$37.41 - $42.14 $4.34K - $4.89K
1.4K $52K
ALLY
Ally Financial Inc.

Financial Services
5
+ 0.53%
$34.12 - $39.98 $171 - $200
955 $34K
BIO
Bio Rad Laboratories, Inc.

Healthcare
3
+ 6.98%
$313.15 - $374.28 $939 - $1.12K
46 $15K
JBI
Janus International Group, Inc.

Industrials
168
+ 188.76%
$7.02 - $10.41 $1.18K - $1.75K
257 $1K
BSY
Bentley Systems Inc

Technology
24
+ 141.18%
$46.59 - $51.09 $1.12K - $1.23K
41 $1K
TRU
Trans Union

Industrials
8
+ 57.14%
$92.71 - $108.67 $742 - $869
22 $2K
OXM
Oxford Industries Inc

Consumer Cyclical
12
+ 75.0%
$72.62 - $86.4 $871 - $1.04K
28 $2K
PB
Prosperity Bancshares Inc

Financial Services
11
+ 57.89%
$70.04 - $85.07 $770 - $936
30 $2K
CHDN
Churchill Downs Inc

Consumer Cyclical
6
+ 54.55%
$129.55 - $147.45 $777 - $885
17 $2K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
1.71K
+ 2.65%
$9.64 - $10.11 $16.5K - $17.3K
66.3K $650K
ADSK
Autodesk, Inc.

Technology
4
+ 0.17%
N/A
2.29K $563K
UL
Unilever PLC

Consumer Defensive
1.57K
+ 14.88%
$56.7 - $64.64 $89K - $101K
12.1K $686K
WCC
Wesco International Inc

Industrials
5
+ 62.5%
$164.11 - $213.19 $821 - $1.07K
13 $2K
GNTX
Gentex Corp

Consumer Cyclical
35
+ 44.3%
$28.6 - $31.34 $1K - $1.1K
114 $3K
IART
Integra Lifesciences Holdings Corp

Healthcare
5
+ 3.5%
$16.95 - $26.7 $84.8 - $134
148 $3K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
267
+ 157.99%
$4.18 - $4.53 $1.12K - $1.21K
436 $1K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
8
+ 3.49%
$55.05 - $58.86 $440 - $471
237 $13K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
200
+ 48.78%
$29.05 - $41.22 $5.81K - $8.24K
610 $18K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
141
+ 19.39%
$17.37 - $20.25 $2.45K - $2.86K
868 $15K
NVT
N Vent Electric PLC

Industrials
20
+ 11.11%
$67.69 - $79.19 $1.35K - $1.58K
200 $13K
CBSH
Commerce Bancshares Inc

Financial Services
15
+ 6.3%
$57.04 - $74.36 $856 - $1.12K
253 $15K
EAD
Allspring Income Opportunities Fund

Financial Services
198
+ 9.31%
$6.76 - $7.2 $1.34K - $1.43K
2.32K $16K
FTSD
Franklin ETF Tr Liberty Short

ETFs
5
+ 2.87%
$89.95 - $90.89 $450 - $454
179 $16K
AGCO
Agco Corp

Industrials
18
+ 11.54%
$89.46 - $101.89 $1.61K - $1.83K
174 $16K
FDS
Factset Research Systems Inc

Financial Services
1
+ 3.03%
$449.69 - $495.72 $450 - $496
34 $16K
ALV
Autoliv Inc

Consumer Cyclical
13
+ 7.98%
$91.27 - $101.57 $1.19K - $1.32K
176 $16K
CARG
Car Gurus, Inc.

Communication Services
11
+ 64.71%
$29.05 - $38.78 $320 - $427
28 $1K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
9
+ 45.0%
$31.89 - $37.83 $287 - $340
29 $1K
LMAT
Lemaitre Vascular Inc

Healthcare
11
+ 7.43%
$85.64 - $107.97 $942 - $1.19K
159 $14K
PGEN
Precigen, Inc.

Healthcare
250
+ 25.0%
$0.67 - $1.12 $168 - $280
1.25K $1K
Activity Summary
Buys All Purchases 1316 New Holdings 457 Increased Positions 859 Sells All Sells 741 Reductions 741 Sold out 0 Options Calls 0 Puts 0
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