Geneos Wealth Management Inc. Incresed Positions in Q3 2024

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
433
+ 101.88%
$38.03 - $42.06 $16.5K - $18.2K
858 $35K
SBAC
Sba Communications Corp

Real Estate
77
+ 2566.67%
$189.0 - $245.01 $14.6K - $18.9K
80 $19K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
242
+ 6.39%
$46.88 - $48.92 $11.3K - $11.8K
4.03K $196K
YUM
Yum Brands Inc

Consumer Cyclical
73
+ 6.82%
$125.95 - $139.96 $9.19K - $10.2K
1.14K $159K
IFF
International Flavors & Fragrances Inc

Basic Materials
29
+ 1.98%
$93.14 - $105.12 $2.7K - $3.05K
1.5K $157K
JXN
Jackson Financial Inc.

Financial Services
5
+ 0.47%
$69.1 - $91.97 $346 - $460
1.06K $96K
HPE
Hewlett Packard Enterprise CO

Technology
965
+ 45.97%
$16.1 - $21.44 $15.5K - $20.7K
3.06K $62K
AOM
Ishares Tr Core Moderate Alloc

ETFs
354
+ 36.12%
$42.66 - $45.18 $15.1K - $16K
1.33K $60K
CSWC
Capital Southwest Corp

Financial Services
760
+ 57.14%
$23.56 - $27.07 $17.9K - $20.6K
2.09K $52K
KEYS
Keysight Technologies, Inc.

Technology
96
+ 68.57%
$119.86 - $158.87 $11.5K - $15.3K
236 $37K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
377
+ 196.35%
$40.93 - $46.6 $15.4K - $17.6K
569 $26K
FMC
Fmc Corp

Basic Materials
265
+ 270.41%
$54.54 - $66.06 $14.5K - $17.5K
363 $23K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
5.01K
+ 626.38%
$3.28 - $3.5 $16.4K - $17.5K
5.81K $20K
MSTR
Microstrategy Inc

Technology
6.19K
+ 728.35%
$114.3 - $1800.09 $708K - $11.1M
7.04K $1.19M
IDV
Ishares Tr

ETFs
16
+ 0.25%
$27.62 - $30.64 $442 - $490
6.37K $192K
ORI
Old Republic International Corp

Financial Services
214
+ 10.34%
$29.89 - $35.9 $6.4K - $7.68K
2.28K $80K
SLG
Sl Green Realty Corp

Real Estate
38
+ 3.44%
$54.99 - $72.21 $2.09K - $2.74K
1.14K $79K
MDU
Mdu Resources Group Inc

Industrials
523
+ 55.05%
$24.1 - $27.68 $12.6K - $14.5K
1.47K $40K
HOMB
Home Bancshares Inc

Financial Services
483
+ 48.3%
$23.43 - $28.83 $11.3K - $13.9K
1.48K $40K
THG
Hanover Insurance Group, Inc.

Financial Services
85
+ 49.13%
$123.93 - $149.6 $10.5K - $12.7K
258 $38K
PVH
Pvh Corp.

Consumer Cyclical
177
+ 118.0%
$92.46 - $108.88 $16.4K - $19.3K
327 $32K
XRX
Xerox Holdings Corp

Technology
1.72K
+ 174.59%
$9.66 - $12.04 $16.6K - $20.7K
2.7K $28K
OGN
Organon & Co.

Healthcare
953
+ 208.99%
$18.65 - $23.03 $17.8K - $21.9K
1.41K $26K
F
Ford Motor CO

Consumer Cyclical
9.89K
+ 22.03%
$9.71 - $14.55 $96K - $144K
54.8K $578K
AG
First Majestic Silver Corp

Basic Materials
1.43K
+ 1.58%
$4.62 - $6.84 $6.58K - $9.75K
91.4K $548K
PRFT
Perficient Inc

Technology
151
+ 2.4%
$74.77 - $75.61 $11.3K - $11.4K
6.46K $487K
IWL
Ishares Tr Russell 200 ETF

ETFs
21
+ 1.04%
$126.32 - $140.44 $2.65K - $2.95K
2.04K $286K
ILF
Ishares Latin America 40 ETF

ETFs
300
+ 4.0%
$23.4 - $26.7 $7.02K - $8.01K
7.79K $201K
VV
Vanguard Large Cap ETF

ETFs
27
+ 4.11%
$236.92 - $263.4 $6.4K - $7.11K
684 $180K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
125
+ 9.92%
$92.1 - $95.52 $11.5K - $11.9K
1.39K $132K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
233
+ 15.68%
$50.85 - $53.88 $11.8K - $12.6K
1.72K $92K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
116
+ 14.43%
$85.51 - $94.69 $9.92K - $11K
920 $86K
SCI
Service Corp International

Consumer Cyclical
123
+ 15.11%
$69.55 - $80.63 $8.55K - $9.92K
937 $73K
A
Agilent Technologies, Inc.

Healthcare
64
+ 19.34%
$125.42 - $148.48 $8.03K - $9.5K
395 $58K
NTAP
Net App, Inc.

Technology
146
+ 48.18%
$114.18 - $134.62 $16.7K - $19.7K
449 $55K
OZK
Bank Ozk

Financial Services
357
+ 89.25%
$39.66 - $47.08 $14.2K - $16.8K
757 $32K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
1K
+ 100.0%
$14.84 - $16.4 $14.8K - $16.4K
2K $31K
CTSH
Cognizant Technology Solutions Corp

Technology
188
+ 261.11%
$66.89 - $77.87 $12.6K - $14.6K
260 $20K
EMN
Eastman Chemical CO

Basic Materials
141
+ 1410.0%
$93.82 - $113.74 $13.2K - $16K
151 $16K
EXPI
Exp World Holdings, Inc.

Real Estate
247
+ 5.85%
$10.51 - $14.73 $2.6K - $3.64K
4.47K $62K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
436
+ 31.8%
$29.19 - $31.87 $12.7K - $13.9K
1.81K $56K
DDS
Dillard'S, Inc.

Consumer Cyclical
46
+ 104.55%
$332.23 - $468.58 $15.3K - $21.6K
90 $34K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
195
+ 342.11%
$70.42 - $80.82 $13.7K - $15.8K
252 $19K
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
376
+ 422.47%
$36.21 - $39.42 $13.6K - $14.8K
465 $18K
VRSN
Verisign Inc

Technology
81
+ 1350.0%
$174.18 - $190.64 $14.1K - $15.4K
87 $16K
AVK
Advent Convertible & Income Fund

Financial Services
1.27K
+ 1283.84%
$11.44 - $12.85 $14.5K - $16.3K
1.37K $16K
MT
Arcelor Mittal

Basic Materials
572
+ 2200.0%
$21.09 - $26.26 $12.1K - $15K
598 $15K
SDGR
Schrodinger, Inc.

Healthcare
2.82K
+ 5.74%
$18.05 - $24.02 $50.9K - $67.8K
52K $964K
LUV
Southwest Airlines CO

Industrials
151
+ 1.62%
$23.7 - $29.93 $3.58K - $4.52K
9.46K $280K
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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