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
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
385
+ 5.59%
$2.99 - $3.34 $1.15K - $1.29K
7.27K $22K
HLIT
Harmonic Inc

Technology
73
+ 35.96%
$10.96 - $14.82 $800 - $1.08K
276 $3K
KLIC
Kulicke & Soffa Industries Inc

Technology
24
+ 32.0%
$42.42 - $50.54 $1.02K - $1.21K
99 $4K
UVSP
Univest Financial Corp

Financial Services
3
+ 0.73%
$26.85 - $32.21 $80.6 - $96.6
413 $12K
UNF
Unifirst Corp

Industrials
9
+ 50.0%
$171.0 - $206.22 $1.54K - $1.86K
27 $4K
IBRX
Immunity Bio, Inc.

Healthcare
1K
+ 118.06%
$2.56 - $6.17 $2.56K - $6.17K
1.85K $4K
DGX
Quest Diagnostics Inc

Healthcare
5
+ 0.82%
N/A
615 $84K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
650
+ 2.87%
$80.93 - $85.66 $52.6K - $55.7K
23.3K $1.89M
POWI
Power Integrations Inc

Technology
20
+ 27.4%
$60.04 - $68.05 $1.2K - $1.36K
93 $5K
USPH
U S Physical Therapy Inc

Healthcare
10
+ 19.23%
$77.48 - $99.91 $775 - $999
62 $5K
WDC
Western Digital Corp

Technology
63
+ 17.6%
$59.62 - $73.43 $3.76K - $4.63K
421 $25K
MMSI
Merit Medical Systems Inc

Healthcare
8
+ 14.29%
$93.76 - $105.52 $750 - $844
64 $6K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
200
+ 57.14%
$5.7 - $8.27 $1.14K - $1.65K
550 $3K
WHD
Cactus, Inc.

Energy
21
+ 10.82%
$56.69 - $69.49 $1.19K - $1.46K
215 $12K
JPIB
Jpmorgan International Bond Op

ETFs
596
+ 3.13%
$47.26 - $48.47 $28.2K - $28.9K
19.7K $928K
PSMT
Pricesmart Inc

Consumer Defensive
6
+ 15.38%
$83.08 - $96.92 $498 - $582
45 $4K
MLI
Mueller Industries Inc

Industrials
3
+ 2.05%
$71.2 - $95.34 $214 - $286
149 $11K
EHC
Encompass Health Corp

Healthcare
12
+ 3.9%
$92.35 - $103.77 $1.11K - $1.25K
320 $29K
BKH
Black Hills Corp

Utilities
26
+ 3.95%
$57.6 - $64.66 $1.5K - $1.68K
685 $40K
SUN
Sunoco LP

Energy
4
+ 1.8%
$50.8 - $56.82 $203 - $227
226 $11K
BDC
Belden Inc.

Technology
10
+ 6.76%
$112.15 - $131.43 $1.12K - $1.31K
158 $17K
ALE
Allete Inc

Utilities
3
+ 0.83%
$63.98 - $65.24 $192 - $196
366 $23K
APAM
Artisan Partners Asset Management Inc.

Financial Services
8
+ 2.99%
$41.74 - $49.17 $334 - $393
276 $11K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
282
+ 7.63%
$9.99 - $10.92 $2.82K - $3.08K
3.98K $40K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
108
+ 6.63%
$17.87 - $19.48 $1.93K - $2.1K
1.74K $31K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
157
+ 11.0%
$10.56 - $11.31 $1.66K - $1.78K
1.58K $16K
S
Sentinel One, Inc.

Technology
44
+ 6.07%
$22.05 - $28.68 $970 - $1.26K
769 $17K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
194
+ 3.34%
$3.38 - $3.72 $656 - $722
6.01K $20K
HXL
Hexcel Corp

Industrials
10
+ 3.25%
$58.56 - $65.31 $586 - $653
318 $19K
RYAAY
Ryanair Holdings PLC

Industrials
24
+ 4.66%
$42.1 - $47.3 $1.01K - $1.14K
539 $23K
HIW
Highwoods Properties, Inc.

Real Estate
34
+ 8.63%
$29.37 - $36.37 $999 - $1.24K
428 $13K
JPHY
Jp Morgan High Yield Research

ETFs
150
+ 40.0%
N/A
525 $0
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
2
+ 0.49%
$45.85 - $49.28 $91.7 - $98.6
409 $19K
Expand Energy Corporation
25
+ 13.02%
N/A
217 $0
OFC
Corporate Office Properties Trust

Real Estate
12
+ 3.57%
N/A
348 $8K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
5
+ 0.83%
$52.71 - $56.65 $264 - $283
610 $32K
LYG
Lloyds Banking Group PLC

Financial Services
399
+ 9.8%
$2.67 - $3.23 $1.07K - $1.29K
4.47K $12K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
640
+ 200.0%
$27.54 - $83.04 $17.6K - $53.1K
960 $26K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
11
+ 2.14%
$32.63 - $37.1 $359 - $408
526 $17K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
20
+ 3.39%
$46.33 - $48.6 $927 - $972
610 $28K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
96
+ 8.57%
$10.37 - $11.62 $996 - $1.12K
1.22K $12K
FNY
First Trust Mid Cap Growth Alp
51
+ 2.53%
N/A
2.06K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
8
+ 0.11%
N/A
7.07K $0
QTUM
ETF Ser Solutions Defiance Qua
470
+ 2.45%
N/A
19.7K $0
ACVA
Acv Auctions Inc.

Consumer Cyclical
22
+ 19.47%
$17.04 - $23.17 $375 - $510
135 $2K
FSV
First Service Corp

Real Estate
5
+ 22.73%
$176.17 - $197.05 $881 - $985
27 $4K
CRTO
Criteo S.A.

Communication Services
16
+ 55.17%
$33.44 - $43.41 $535 - $695
45 $1K
STE
Steris PLC

Healthcare
4
+ 19.05%
$204.34 - $235.7 $817 - $943
25 $5K
RTM
Invesco S&P 500 Equal Weight M

ETFs
100
+ 3.03%
N/A
3.4K $0
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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