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
CNP
Centerpoint Energy Inc

Utilities
206
+ 37.12%
$25.63 - $30.55 $5.28K - $6.29K
761 $22K
SFL
Sfl Corp Ltd.

Industrials
686
+ 67.45%
$10.77 - $14.04 $7.39K - $9.63K
1.7K $19K
PAAS
Pan American Silver Corp

Basic Materials
200
+ 27.51%
$18.58 - $24.18 $3.72K - $4.84K
927 $19K
TOL
Toll Brothers, Inc.

Consumer Cyclical
10
+ 10.0%
$109.16 - $155.35 $1.09K - $1.55K
110 $16K
MP
Mp Materials Corp.

Basic Materials
77
+ 9.36%
$10.49 - $18.39 $808 - $1.42K
900 $15K
NGVT
Ingevity Corp

Basic Materials
164
+ 86.77%
$32.91 - $47.24 $5.4K - $7.75K
353 $13K
RGLD
Royal Gold Inc

Basic Materials
24
+ 43.64%
$125.01 - $146.5 $3K - $3.52K
79 $11K
CNX
Cnx Resources Corp

Energy
94
+ 40.87%
$24.01 - $32.57 $2.26K - $3.06K
324 $10K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
641
+ 339.15%
$7.63 - $12.31 $4.89K - $7.89K
830 $7K
CNO
Cno Financial Group, Inc.

Financial Services
156
+ 400.0%
$27.71 - $35.42 $4.32K - $5.53K
195 $6K
SYF
Synchrony Financial

Financial Services
89
+ 635.71%
$43.77 - $52.22 $3.9K - $4.65K
103 $5K
FSLY
Fastly, Inc.

Technology
91
+ 0.58%
$5.63 - $8.21 $512 - $747
15.9K $120K
IYLD
Ishares Tr Ishares Morningstar

ETFs
8
+ 0.17%
$19.72 - $20.73 $158 - $166
4.71K $97K
SWKS
Skyworks Solutions, Inc.

Technology
75
+ 19.48%
$96.22 - $120.68 $7.22K - $9.05K
460 $45K
TU
Telus Corp

Communication Services
9
+ 0.36%
$14.91 - $17.03 $134 - $153
2.49K $41K
EPR
Epr Properties

Real Estate
9
+ 1.79%
$41.26 - $49.58 $371 - $446
513 $25K
LAMR
Lamar Advertising CO

Real Estate
14
+ 8.28%
$110.9 - $135.58 $1.55K - $1.9K
183 $24K
CUBE
Cube Smart

Real Estate
24
+ 8.0%
$43.74 - $54.55 $1.05K - $1.31K
324 $17K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
15
+ 3.0%
$26.09 - $33.19 $391 - $498
515 $17K
CPT
Camden Property Trust

Real Estate
20
+ 18.18%
$107.5 - $126.88 $2.15K - $2.54K
130 $16K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
220
+ 24.39%
$11.74 - $16.42 $2.58K - $3.61K
1.12K $15K
WPP
Wpp PLC

Communication Services
62
+ 50.0%
$43.23 - $52.12 $2.68K - $3.23K
186 $9K
BXP
Boston Properties Inc

Real Estate
21
+ 22.11%
$60.3 - $82.49 $1.27K - $1.73K
116 $9K
ELY
Callaway Golf CO

Consumer Cyclical
212
+ 58.89%
N/A
572 $10K
IX
Orix Corp

Financial Services
33
+ 235.71%
$102.71 - $125.1 $3.39K - $4.13K
47 $5K
STE
Steris PLC

Healthcare
13
+ 162.5%
$213.51 - $247.14 $2.78K - $3.21K
21 $5K
USFD
Us Foods Holding Corp.

Consumer Defensive
51
+ 340.0%
$50.06 - $62.82 $2.55K - $3.2K
66 $4K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
726
+ 9.31%
$49.83 - $62.75 $36.2K - $45.6K
8.53K $491K
CDW
Cdw Corp

Technology
6
+ 0.83%
$206.67 - $239.84 $1.24K - $1.44K
731 $165K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
12
+ 4.0%
$152.9 - $180.39 $1.83K - $2.16K
312 $54K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
131
+ 6.76%
$24.78 - $25.11 $3.25K - $3.29K
2.07K $51K
MKSI
Mks Instruments Inc

Technology
94
+ 27.49%
$103.52 - $144.6 $9.73K - $13.6K
436 $47K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15
+ 2.33%
$59.93 - $66.52 $899 - $998
660 $43K
VGLT
Vanguard Long Term Treasury Et

ETFs
12
+ 1.96%
$56.52 - $63.23 $678 - $759
625 $38K
FSIG
First Tr ETF Iv LTD Duration I
103
+ 6.12%
$18.72 - $19.32 $1.93K - $1.99K
1.79K $34K
LTC
Ltc Properties Inc

Real Estate
35
+ 4.12%
$34.07 - $38.15 $1.19K - $1.34K
885 $32K
VRSK
Verisk Analytics, Inc.

Industrials
12
+ 11.32%
$260.31 - $285.99 $3.12K - $3.43K
118 $31K
DTM
Dt Midstream, Inc.

Energy
14
+ 4.71%
$69.34 - $79.28 $971 - $1.11K
311 $24K
DJD
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.71%
$47.17 - $52.59 $142 - $158
423 $22K
DXC
Dxc Technology CO

Technology
68
+ 7.95%
$17.93 - $21.46 $1.22K - $1.46K
923 $19K
PCH
Potlatchdeltic Corp

Real Estate
24
+ 6.19%
$37.5 - $46.09 $900 - $1.11K
412 $18K
CHRD
Oasis Petroleum Inc.

Energy
49
+ 53.85%
$128.01 - $176.98 $6.27K - $8.67K
140 $18K
CMA
Comerica Inc

Financial Services
4
+ 1.33%
$49.93 - $61.49 $200 - $246
304 $18K
ORAN
Orange

Communication Services
119
+ 8.9%
$10.15 - $12.19 $1.21K - $1.45K
1.46K $16K
DFIS
Dimensional ETF Tr Dimensional

ETFs
67
+ 12.07%
$24.06 - $26.97 $1.61K - $1.81K
622 $16K
SAIC
Science Applications International Corp

Technology
4
+ 3.92%
$113.4 - $139.27 $454 - $557
106 $14K
NLOK
Norton Life Lock Inc.

Technology
141
+ 43.93%
N/A
462 $9K
PRMW
Primo Water Corp

Consumer Defensive
49
+ 12.13%
$20.4 - $25.47 $1K - $1.25K
453 $11K
AKAM
Akamai Technologies Inc

Technology
38
+ 76.0%
N/A
88 $7K
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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