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
JMBS
Janus Detroit Str Tr Henderson

ETFs
563
+ 302.69%
$43.89 - $45.45 $24.7K - $25.6K
749 $33K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
508
+ 4.05%
$66.5 - $71.25 $33.8K - $36.2K
13.1K $908K
AOR
Ishares Tr Core Growth Allocat

ETFs
268
+ 14.32%
$53.36 - $61.57 $14.3K - $16.5K
2.14K $131K
CM
Canadian Imperial Bank Of Commerce

Financial Services
14
+ 0.9%
$54.6 - $70.83 $764 - $992
1.57K $111K
IFF
International Flavors & Fragrances Inc

Basic Materials
352
+ 59.97%
$66.85 - $79.33 $23.5K - $27.9K
939 $69K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
534
+ 65.36%
$30.87 - $39.17 $16.5K - $20.9K
1.35K $52K
GUG
Guggenheim Active Allocation Fund

ETFs
1.5K
+ 100.0%
$13.98 - $15.75 $21K - $23.6K
3K $46K
FEMS
First Trust Emerging Markets S

ETFs
533
+ 100.0%
$32.56 - $40.98 $17.4K - $21.8K
1.07K $43K
CUBE
Cube Smart

Real Estate
568
+ 174.77%
$35.88 - $43.68 $20.4K - $24.8K
893 $37K
RGCO
Rgc Resources Inc

Utilities
1.07K
+ 200.0%
$20.27 - $22.92 $21.6K - $24.5K
1.6K $35K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
202
+ 1.57%
$77.94 - $79.5 $15.7K - $16.1K
13.1K $1.04M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
1.07K
+ 18.16%
$16.43 - $18.82 $17.5K - $20K
6.93K $130K
HTGC
Hercules Capital, Inc.

Financial Services
1.52K
+ 30.68%
$16.24 - $19.1 $24.7K - $29K
6.48K $118K
DHI
Horton D R Inc

Consumer Cyclical
174
+ 28.57%
$115.1 - $129.63 $20K - $22.6K
783 $100K
THC
Tenet Healthcare Corp

Healthcare
89
+ 50.86%
$110.41 - $176.0 $9.83K - $15.7K
264 $46K
GROY
Gold Royalty Corp.

Basic Materials
6.8K
+ 68.0%
$1.29 - $2.36 $8.77K - $16K
16.8K $37K
USFD
Us Foods Holding Corp.

Consumer Defensive
263
+ 120.09%
$60.47 - $79.12 $15.9K - $20.8K
482 $37K
EVRG
Evergy, Inc.

Utilities
325
+ 8.28%
$64.06 - $69.64 $20.8K - $22.6K
4.25K $292K
XLB
Select Sector Spdr Fd Material

ETFs
228
+ 24.62%
$74.27 - $88.92 $16.9K - $20.3K
1.15K $101K
FSIG
First Tr ETF Iv LTD Duration I
1.17K
+ 68.68%
$18.77 - $19.14 $21.9K - $22.4K
2.87K $54K
NGG
National Grid PLC

Utilities
241
+ 58.78%
$62.74 - $74.79 $15.1K - $18K
651 $48K
CRL
Charles River Laboratories International, Inc.

Healthcare
145
+ 97.97%
$99.75 - $151.89 $14.5K - $22K
293 $44K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
224
+ 100.0%
$79.85 - $95.57 $17.9K - $21.4K
448 $42K
IQV
Iqvia Holdings Inc.

Healthcare
1.14K
+ 13.44%
$137.0 - $174.37 $156K - $199K
9.61K $1.51M
VRT
Vertiv Holdings CO

Industrials
251
+ 7.74%
N/A
3.49K $302K
PHM
Pultegroup Inc

Consumer Cyclical
131
+ 5.1%
$92.02 - $106.54 $12.1K - $14K
2.7K $284K
AON
Aon PLC

Financial Services
120
+ 23.81%
$335.85 - $398.81 $40.3K - $47.9K
624 $222K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
766
+ 9.29%
$21.04 - $22.42 $16.1K - $17.2K
9.01K $201K
MKC
Mccormick & CO Inc

Consumer Defensive
411
+ 24.76%
$71.11 - $82.25 $29.2K - $33.8K
2.07K $157K
EFX
Equifax Inc

Industrials
58
+ 16.91%
$205.5 - $280.54 $11.9K - $16.3K
401 $104K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.05K
+ 20.64%
$10.8 - $16.92 $11.4K - $17.8K
6.16K $84K
MTDR
Matador Resources CO

Energy
518
+ 58.8%
$36.67 - $52.23 $19K - $27.1K
1.4K $66K
GTLS
Chart Industries Inc

Industrials
100
+ 44.84%
$115.08 - $175.5 $11.5K - $17.6K
323 $53K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
12
+ 1.18%
$25.35 - $64.65 $304 - $776
1.03K $51K
PSTG
Pure Storage, Inc.

Technology
235
+ 42.27%
$37.18 - $57.58 $8.74K - $13.5K
791 $45K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
682
+ 60.78%
$11.16 - $25.9 $7.61K - $17.7K
1.8K $38K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
1.01K
+ 205.68%
$18.53 - $20.98 $18.8K - $21.3K
1.51K $31K
DECK
Deckers Outdoor Corp

Consumer Cyclical
215
+ 330.77%
$100.44 - $129.37 $21.6K - $27.8K
280 $28K
TXT
Textron Inc

Industrials
158
+ 18.81%
$60.72 - $80.34 $9.59K - $12.7K
998 $80K
AER
Aer Cap Holdings N.V.

Industrials
112
+ 25.06%
$88.97 - $117.24 $9.96K - $13.1K
559 $65K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
141
+ 38.52%
$105.8 - $131.55 $14.9K - $18.5K
507 $65K
AOM
Ishares Tr Core Moderate Alloc

ETFs
397
+ 47.26%
$41.55 - $46.04 $16.5K - $18.3K
1.24K $56K
ARW
Arrow Electronics Inc

Technology
89
+ 25.21%
$90.32 - $128.28 $8.04K - $11.4K
442 $56K
MGY
Magnolia Oil & Gas Corp

Energy
1.05K
+ 90.53%
$19.6 - $25.72 $20.6K - $27K
2.21K $49K
YOU
Clear Secure, Inc.

Technology
680
+ 69.74%
$23.96 - $27.76 $16.3K - $18.9K
1.66K $45K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
269
+ 63.44%
$50.08 - $63.14 $13.5K - $17K
693 $43K
LZB
La Z Boy Inc

Consumer Cyclical
567
+ 98.95%
$35.67 - $44.28 $20.2K - $25.1K
1.14K $42K
GAB
Gabelli Equity Trust Inc

Financial Services
3.4K
+ 200.0%
$4.97 - $5.87 $16.9K - $20K
5.1K $29K
HQL
Tekla Life Sciences Investors

Financial Services
1.53K
+ 200.13%
$10.87 - $13.02 $16.6K - $19.9K
2.29K $29K
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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