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
JEMA
Jpmorgan Activebuilders Emergi

ETFs
514
+ 28.64%
$33.7 - $43.1 $17.3K - $22.2K
2.31K $99K
IR
Ingersoll Rand Inc.

Industrials
346
+ 50.0%
$66.75 - $84.94 $23.1K - $29.4K
1.04K $86K
BEN
Franklin Resources Inc

Financial Services
800
+ 32.21%
$16.66 - $23.85 $13.3K - $19.1K
3.28K $78K
AVXL
Anavex Life Sciences Corp.

Healthcare
100
+ 0.22%
$7.37 - $9.63 $737 - $963
45.1K $415K
AZO
Autozone Inc

Consumer Cyclical
10
+ 13.7%
$3478.38 - $3880.15 $34.8K - $38.8K
83 $308K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.58K
+ 18.49%
N/A
10.2K $192K
WY
Weyerhaeuser CO

Real Estate
1.85K
+ 38.59%
$24.69 - $29.48 $45.6K - $54.4K
6.63K $170K
BOX
Box Inc

Technology
800
+ 79.21%
$28.42 - $38.55 $22.7K - $30.8K
1.81K $61K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
610
+ 3.11%
$45.2 - $46.6 $27.6K - $28.4K
20.2K $936K
BSX
Boston Scientific Corp

Healthcare
66
+ 1.93%
$89.7 - $107.41 $5.92K - $7.09K
3.49K $374K
LNG
Cheniere Energy, Inc.

Energy
72
+ 7.76%
$197.25 - $244.33 $14.2K - $17.6K
1K $243K
RELX
Relx PLC

Communication Services
275
+ 7.37%
$45.31 - $55.66 $12.5K - $15.3K
4.01K $217K
PPL
Ppl Corp

Utilities
1.18K
+ 22.72%
$33.45 - $36.5 $39.3K - $42.9K
6.35K $215K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
440
+ 50.87%
$43.53 - $54.46 $19.2K - $24K
1.31K $71K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
881
+ 177.98%
$19.5 - $30.4 $17.2K - $26.8K
1.38K $40K
FAST
Fastenal CO

Industrials
2.42K
+ 117.05%
$40.65 - $83.16 $98.2K - $201K
4.48K $188K
EWBC
East West Bancorp Inc

Financial Services
181
+ 22.6%
$71.03 - $101.75 $12.9K - $18.4K
982 $99K
CARE
Carter Bankshares, Inc.

Financial Services
1.53K
+ 140.6%
$13.86 - $17.55 $21.3K - $26.9K
2.63K $45K
HSBC
Hsbc Holdings PLC

Financial Services
72
+ 1.08%
$46.68 - $61.09 $3.36K - $4.4K
6.75K $410K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.04K
+ 9.17%
$23.32 - $24.45 $24.3K - $25.5K
12.4K $303K
DGX
Quest Diagnostics Inc

Healthcare
194
+ 20.64%
N/A
1.13K $155K
THG
Hanover Insurance Group, Inc.

Financial Services
173
+ 30.57%
$150.66 - $178.04 $26.1K - $30.8K
739 $125K
LVHI
Franklin International Low Vol

ETFs
826
+ 30.6%
$28.91 - $33.28 $23.9K - $27.5K
3.53K $114K
DDS
Dillard'S, Inc.

Consumer Cyclical
34
+ 14.85%
$294.77 - $422.75 $10K - $14.4K
263 $109K
HOG
Harley Davidson, Inc.

Consumer Cyclical
1.3K
+ 61.45%
$20.82 - $25.94 $27K - $33.6K
3.41K $80K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
581
+ 47.7%
$33.13 - $40.67 $19.2K - $23.6K
1.8K $73K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
196
+ 75.1%
$97.68 - $121.38 $19.1K - $23.8K
457 $55K
MOS
Mosaic CO

Basic Materials
491
+ 51.36%
$22.76 - $36.95 $11.2K - $18.1K
1.45K $52K
PHO
Invesco Exchange Traded Fd Tr

ETFs
360
+ 156.52%
$58.13 - $69.92 $20.9K - $25.2K
590 $41K
BROS
Dutch Bros Inc.

Consumer Cyclical
129
+ 5.02%
$51.37 - $73.72 $6.63K - $9.51K
2.7K $184K
CDC
Victory Portfolios Ii Shs Inco

ETFs
489
+ 22.3%
$58.28 - $65.68 $28.5K - $32.1K
2.68K $170K
OMF
One Main Holdings, Inc.

Financial Services
176
+ 9.09%
$40.42 - $57.0 $7.11K - $10K
2.11K $120K
TIP
Ishares Tr Tips Bd ETF

ETFs
238
+ 27.87%
$107.93 - $110.97 $25.7K - $26.4K
1.09K $120K
VVV
Valvoline Inc

Energy
492
+ 21.69%
$31.48 - $38.2 $15.5K - $18.8K
2.76K $104K
BBSC
Jp Morgan Exc Trd Tr Betabuild
312
+ 29.77%
$52.57 - $65.98 $16.4K - $20.6K
1.36K $89K
WING
Wingstop Inc.

Consumer Cyclical
5
+ 2.3%
$210.24 - $381.46 $1.05K - $1.91K
222 $74K
FYBR
Frontier Communications Parent, Inc.

Communication Services
687
+ 88.99%
$35.51 - $36.83 $24.4K - $25.3K
1.46K $53K
TGRW
T Rowe Price Exchange Traded F

Technology
570
+ 162.86%
$31.94 - $42.04 $18.2K - $24K
920 $38K
BURL
Burlington Stores, Inc.

Consumer Cyclical
113
+ 235.42%
$215.78 - $270.12 $24.4K - $30.5K
161 $37K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
3.17K
+ 607.09%
$7.53 - $8.44 $23.9K - $26.7K
3.69K $30K
HNDL
Strategy Shs

ETFs
1.2K
+ 1200.0%
$19.2 - $21.66 $23K - $26K
1.3K $28K
TROW
Price T Rowe Group Inc

Financial Services
217
+ 22.51%
$80.27 - $98.06 $17.4K - $21.3K
1.18K $113K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
1.08K
+ 29.59%
$20.29 - $21.52 $21.9K - $23.2K
4.73K $101K
OSK
Oshkosh Corp

Industrials
140
+ 30.84%
$79.17 - $113.62 $11.1K - $15.9K
594 $67K
MDB
Mongo Db, Inc.

Technology
98
+ 79.67%
$145.85 - $225.38 $14.3K - $22.1K
221 $46K
CHCO
City Holding CO

Financial Services
198
+ 113.14%
$108.93 - $123.42 $21.6K - $24.4K
373 $45K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
600
+ 200.0%
$37.32 - $42.19 $22.4K - $25.3K
900 $37K
ACHR
Archer Aviation Inc.

Industrials
1.7K
+ 105.32%
$6.2 - $13.3 $10.6K - $22.6K
3.32K $36K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
750
+ 238.1%
$29.61 - $35.32 $22.2K - $26.5K
1.07K $34K
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
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