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
GNR
Spdr S&P Global Natural Resour

ETFs
310
+ 16.39%
$48.67 - $58.43 $15.1K - $18.1K
2.2K $109K
JHG
Janus Henderson Group PLC

Financial Services
6
+ 18.18%
$37.65 - $45.66 $226 - $274
39 $1K
NFTY
First Tr Alphadex Fd Ii India
264
+ 0.69%
N/A
38.7K $0
RLI
Rli Corp

Financial Services
2
+ 25.0%
$151.91 - $180.89 $304 - $362
10 $1K
HCKT
Hackett Group, Inc.

Technology
2
+ 4.76%
$24.22 - $32.32 $48.4 - $64.6
44 $1K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.06K
+ 2.6%
$18.28 - $18.87 $56K - $57.8K
121K $2.21M
ONL
Orion Office Reit Inc.

Real Estate
1
+ 0.2%
$3.68 - $4.32 $3.68 - $4.32
498 $1K
USFD
Us Foods Holding Corp.

Consumer Defensive
5
+ 7.58%
$60.65 - $72.33 $303 - $362
71 $4K
PRG
Prog Holdings, Inc.

Industrials
8
+ 13.56%
$41.69 - $49.65 $334 - $397
67 $2K
VLY
Valley National Bancorp

Financial Services
22
+ 8.56%
$8.7 - $10.78 $191 - $237
279 $2K
MTH
Meritage Homes Corp

Consumer Cyclical
3
+ 25.0%
$151.91 - $205.12 $456 - $615
15 $2K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
118
+ 38.56%
$4.35 - $5.09 $513 - $601
424 $1K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
775
+ 23.44%
N/A
4.08K $0
XP
Xp Inc.

Financial Services
135
+ 60.54%
$11.78 - $18.17 $1.59K - $2.45K
358 $4K
SSTK
Shutterstock, Inc.

Communication Services
11
+ 8.33%
$29.25 - $34.57 $322 - $380
143 $4K
LSCC
Lattice Semiconductor Corp

Technology
11
+ 50.0%
$48.58 - $63.46 $534 - $698
33 $1K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1.06K
+ 9.57%
N/A
12.1K $0
ILCG
Ishares Morningstar Growth ETF
40
+ 0.31%
N/A
12.9K $0
HELE
Helen Of Troy LTD

Consumer Defensive
9
+ 40.91%
$59.46 - $73.79 $535 - $664
31 $1K
RYU
Invesco S&P 500 Equal Weight U

ETFs
1.18K
+ 7.11%
N/A
17.8K $0
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
140
+ 100.0%
$22.02 - $46.16 $3.08K - $6.46K
280 $6K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
175
+ 3.54%
$48.12 - $52.79 $8.42K - $9.24K
5.13K $247K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
270
+ 1.0%
$86.65 - $94.9 $23.4K - $25.6K
27.4K $2.38M
FEX
First Tr Large Cap Core Alphde

ETFs
1
+ 0.04%
$103.29 - $112.88 $103 - $113
2.54K $264K
SVC
Service Properties Trust

Real Estate
197
+ 147.01%
$2.33 - $4.92 $459 - $969
331 $0
SGDM
Sprott ETF Tr Gold Miners ETF
5.3K
+ 112.77%
N/A
10K $0
WNC
Wabash National Corp

Industrials
5
+ 11.36%
$16.84 - $20.26 $84.2 - $101
49 $0
MMYT
Make My Trip LTD

Consumer Cyclical
7
+ 11.29%
N/A
69 $5K
HEIA
Heico Crp Cl A
11
+ 4.06%
N/A
282 $0
CBT
Cabot Corp

Basic Materials
15
+ 20.27%
$90.64 - $117.0 $1.36K - $1.76K
89 $8K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2
+ 0.1%
$25.0 - $25.11 $50 - $50.2
2.07K $51K
GIL
Gildan Activewear Inc.

Consumer Cyclical
1
+ 8.33%
$46.28 - $50.23 $46.3 - $50.2
13 $0
Spdr Index Shs Fds
40
+ 5.11%
N/A
823 $0
KE
Kimball Electronics, Inc.

Industrials
7
+ 18.92%
$17.14 - $21.18 $120 - $148
44 $0
CNXC
Concentrix Corp

Technology
11
+ 12.64%
$37.26 - $52.63 $410 - $579
98 $4K
DPZ
Dominos Pizza Inc

Consumer Cyclical
3
+ 2.05%
$408.59 - $476.19 $1.23K - $1.43K
149 $62K
Nebius Group N V
95
+ 60.13%
N/A
253 $0
FOLD
Amicus Therapeutics, Inc.

Healthcare
5
+ 5.43%
$9.36 - $12.01 $46.8 - $60.1
97 $0
FNDB
Schwab Fundamental U S Broad M

ETFs
57
+ 196.55%
$23.07 - $70.32 $1.31K - $4.01K
86 $2K
HAIN
Hain Celestial Group Inc

Consumer Defensive
1
+ 0.46%
$6.12 - $9.09 $6.12 - $9.09
217 $1K
VAL
Valaris LTD

Energy
7
+ 36.84%
$40.92 - $56.38 $286 - $395
26 $1K
ADM
Archer Daniels Midland CO

Consumer Defensive
341
+ 17.9%
$49.38 - $59.52 $16.8K - $20.3K
2.25K $113K
THS
Tree House Foods, Inc.

Consumer Defensive
23
+ 14.29%
$31.59 - $42.18 $727 - $970
184 $6K
RGI
Invesco S&P 500 Equal Weight I

ETFs
727
+ 8.73%
N/A
9.06K $0
CPK
Chesapeake Utilities Corp

Utilities
7
+ 14.29%
$116.24 - $133.18 $814 - $932
56 $6K
FNDA
Schwab Fundamental U S Small C

ETFs
1.1K
+ 100.0%
$29.26 - $59.11 $32K - $64.7K
2.19K $65K
TRN
Trinity Industries Inc

Industrials
17
+ 9.5%
$32.58 - $38.37 $554 - $652
196 $6K
TRNO
Terreno Realty Corp

Real Estate
15
+ 15.0%
$58.62 - $66.94 $879 - $1K
115 $6K
OPI
Office Properties Income Trust

Real Estate
500
+ 111.11%
$0.98 - $2.11 $490 - $1.06K
950 $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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