Geneos Wealth Management Inc. Incresed Positions in Q2 2025

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROMO
Strategy Shs Newfound/Resolve

ETFs
1.2K
+ 100.0%
$28.25 - $32.02 $33.9K - $38.4K
2.4K $76K
MTB
M&T Bank Corp

Financial Services
71
+ 4.29%
$156.58 - $193.99 $11.1K - $13.8K
1.73K $335K
MFC
Manulife Financial Corp

Financial Services
1.05K
+ 13.38%
$26.93 - $32.44 $28.1K - $33.9K
8.85K $282K
NEM
Newmont Corp

Basic Materials
258
+ 10.74%
$44.18 - $59.46 $11.4K - $15.3K
2.66K $154K
RGLD
Royal Gold Inc

Basic Materials
174
+ 32.4%
$155.48 - $186.71 $27.1K - $32.5K
711 $126K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
840
+ 68.68%
$46.77 - $47.89 $39.3K - $40.2K
2.06K $97K
DMLP
Dorchester Minerals, L.P.

Energy
1.5K
+ 127.66%
$26.77 - $30.37 $40.2K - $45.6K
2.68K $74K
RGTI
Rigetti Computing, Inc.

Technology
2.4K
+ 88.78%
$7.5 - $14.29 $18K - $34.3K
5.1K $60K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
1.2K
+ 200.0%
$25.7 - $32.11 $30.8K - $38.5K
1.8K $56K
AMCR
Amcor PLC

Consumer Cyclical
4.33K
+ 1915.04%
$8.57 - $9.81 $37.1K - $42.5K
4.55K $41K
SHV
Ishares Tr

ETFs
348
+ 38.62%
$110.06 - $110.46 $38.3K - $38.4K
1.25K $137K
MGA
Magna International Inc

Consumer Cyclical
856
+ 77.68%
$30.82 - $38.61 $26.4K - $33.1K
1.96K $75K
JPIB
Jpmorgan International Bond Op

ETFs
457
+ 2.29%
$47.18 - $48.62 $21.6K - $22.2K
20.4K $993K
AEE
Ameren Corp

Utilities
404
+ 89.58%
$94.23 - $101.68 $38.1K - $41.1K
855 $82K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
8.56K
+ 288.38%
$3.75 - $4.3 $32.1K - $36.8K
11.5K $49K
JCPB
J P Morgan Exchange Traded Fd

ETFs
754
+ 7.72%
$45.9 - $47.2 $34.6K - $35.6K
10.5K $495K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
722
+ 8.9%
$47.02 - $47.83 $33.9K - $34.5K
8.83K $422K
DOCU
Docusign, Inc.

Technology
536
+ 28.53%
$70.35 - $93.84 $37.7K - $50.3K
2.42K $188K
RACE
Ferrari N.V.

Consumer Cyclical
43
+ 18.78%
$397.86 - $499.02 $17.1K - $21.5K
272 $133K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
87
+ 26.13%
$201.28 - $266.34 $17.5K - $23.2K
420 $111K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
1.57K
+ 72.91%
$16.83 - $20.38 $26.4K - $32K
3.72K $75K
JSML
Janus Detroit Str Tr Henderson

ETFs
512
+ 328.21%
$54.0 - $67.45 $27.6K - $34.5K
668 $45K
VMO
Invesco Municipal Opportunity Trust

Financial Services
3.92K
+ 1328.47%
$9.0 - $9.58 $35.3K - $37.5K
4.21K $38K
DFIS
Dimensional ETF Tr Dimensional

ETFs
96
+ 1.19%
$23.2 - $29.84 $2.23K - $2.86K
8.16K $243K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
700
+ 17.4%
$45.89 - $47.6 $32.1K - $33.3K
4.72K $224K
FANG
Diamondback Energy, Inc.

Energy
425
+ 41.3%
$119.25 - $161.49 $50.7K - $68.6K
1.45K $199K
WWD
Woodward, Inc.

Industrials
11
+ 2.14%
$157.29 - $247.55 $1.73K - $2.72K
526 $128K
FXL
First Tr Exchange Traded Fd Fi

ETFs
122
+ 19.37%
$115.28 - $157.36 $14.1K - $19.2K
752 $118K
CHTR
Charter Communications, Inc.

Communication Services
75
+ 79.79%
$321.68 - $427.25 $24.1K - $32K
169 $69K
URBN
Urban Outfitters Inc

Consumer Cyclical
443
+ 282.17%
$43.24 - $75.26 $19.2K - $33.3K
600 $43K
TDG
Trans Digm Group Inc

Industrials
1
+ 0.43%
$1231.75 - $1520.64 $1.23K - $1.52K
233 $354K
IRBO
Ishares Robotics & Artificial

ETFs
1.04K
+ 36.2%
N/A
3.93K $126K
PAA
Plains All American Pipeline LP

Energy
2.04K
+ 93.15%
$16.03 - $20.28 $32.7K - $41.4K
4.23K $77K
KD
Kyndryl Holdings, Inc.

Technology
570
+ 62.16%
$27.77 - $41.96 $15.8K - $23.9K
1.49K $62K
FE
Firstenergy Corp

Utilities
832
+ 10.61%
$38.31 - $43.17 $31.9K - $35.9K
8.67K $349K
PSR
Invesco Actively

ETFs
400
+ 14.13%
$81.92 - $93.07 $32.8K - $37.2K
3.23K $294K
AMP
Ameriprise Financial Inc

Financial Services
23
+ 5.42%
$422.19 - $533.73 $9.71K - $12.3K
447 $238K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
813
+ 21.19%
$26.97 - $32.13 $21.9K - $26.1K
4.65K $149K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.42K
+ 21.31%
$11.9 - $15.57 $16.9K - $22K
8.06K $123K
FBT
First Trust Nyse Arca Biotechn

ETFs
220
+ 67.48%
$145.67 - $165.99 $32K - $36.5K
546 $88K
CALM
Cal Maine Foods Inc

Consumer Defensive
300
+ 80.86%
$90.17 - $103.07 $27.1K - $30.9K
671 $66K
MKSI
Mks Instruments Inc

Technology
257
+ 65.06%
$58.78 - $100.27 $15.1K - $25.8K
652 $64K
IYR
Ishares Tr

ETFs
388
+ 7.94%
$84.48 - $96.25 $32.8K - $37.3K
5.28K $499K
PRF
Invesco Exchange Traded Fd Tr

ETFs
477
+ 7.81%
$35.77 - $42.27 $17.1K - $20.2K
6.59K $278K
HUM
Humana Inc

Healthcare
164
+ 40.29%
$224.93 - $295.04 $36.9K - $48.4K
571 $139K
FAB
First Tr Multi Cap Value Alpha

ETFs
382
+ 155.28%
$68.87 - $81.27 $26.3K - $31K
628 $51K
BYD
Boyd Gaming Corp

Consumer Cyclical
361
+ 139.92%
$60.8 - $79.02 $21.9K - $28.5K
619 $48K
SBR
Sabine Royalty Trust

Energy
530
+ 11.21%
$60.25 - $68.76 $31.9K - $36.4K
5.26K $350K
ING
Ing Groep Nv

Financial Services
476
+ 5.32%
$16.62 - $21.98 $7.91K - $10.5K
9.43K $206K
Activity Summary
Buys All Purchases 1856 New Holdings 208 Increased Positions 1648 Sells All Sells 686 Reductions 686 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email