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
ASND
Ascendis Pharma A/S

Healthcare
112
+ 658.82%
$137.41 - $179.1 $15.4K - $20.1K
129 $22K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
323
+ 1.16%
$41.1 - $42.37 $13.3K - $13.7K
28.1K $1.19M
IXC
Ishares Tr Global Energy ETF

ETFs
1.38K
+ 10.94%
$34.69 - $42.32 $47.8K - $58.4K
14K $549K
AOSL
Alpha & Omega Semiconductor LTD

Technology
233
+ 1.42%
$16.25 - $25.8 $3.79K - $6.01K
16.6K $425K
VCR
Vanguard Consumer Discretionar

ETFs
14
+ 3.67%
$290.42 - $364.35 $4.07K - $5.1K
395 $143K
HUBB
Hubbell Inc

Industrials
8
+ 3.77%
$315.94 - $408.41 $2.53K - $3.27K
220 $89K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
491
+ 70.65%
$33.92 - $37.71 $16.7K - $18.5K
1.19K $44K
CVE
Cenovus Energy Inc.

Energy
1.38K
+ 74.05%
$10.58 - $14.83 $14.6K - $20.5K
3.25K $44K
RL
Ralph Lauren Corp

Consumer Cyclical
52
+ 57.14%
$182.34 - $286.22 $9.48K - $14.9K
143 $39K
DFHY
Donoghue Forlines Tactical Hig

ETFs
929
+ 100.0%
$19.5 - $19.81 $18.1K - $18.4K
1.86K $36K
HP
Helmerich & Payne, Inc.

Energy
1.3K
+ 3023.26%
$15.16 - $26.78 $19.7K - $34.8K
1.34K $20K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
810
+ 2.76%
$21.37 - $22.67 $17.3K - $18.4K
30.1K $679K
PWV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.06%
$52.26 - $62.14 $209 - $249
6.93K $430K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
209
+ 4.92%
$32.67 - $39.83 $6.83K - $8.32K
4.46K $177K
HPQ
Hp Inc

Technology
1.43K
+ 28.14%
$21.88 - $29.32 $31.2K - $41.8K
6.49K $158K
LGOV
First Tr ETF Iv Long Duration

ETFs
860
+ 13.6%
$20.73 - $21.92 $17.8K - $18.9K
7.19K $153K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
811
+ 15.14%
$17.26 - $19.28 $14K - $15.6K
6.17K $118K
VTR
Ventas, Inc.

Real Estate
374
+ 39.41%
$62.45 - $70.08 $23.4K - $26.2K
1.32K $83K
EXEL
Exelixis, Inc.

Healthcare
134
+ 8.14%
$34.13 - $46.26 $4.57K - $6.2K
1.78K $78K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
16
+ 7.21%
$224.32 - $326.09 $3.59K - $5.22K
238 $77K
PIPR
Piper Sandler Companies

Financial Services
47
+ 27.65%
$210.78 - $281.82 $9.91K - $13.2K
217 $60K
RRX
Regal Rexnord Corp

Industrials
78
+ 35.29%
$94.06 - $147.0 $7.34K - $11.5K
299 $43K
BIO
Bio Rad Laboratories, Inc.

Healthcare
76
+ 115.15%
$216.56 - $256.68 $16.5K - $19.5K
142 $34K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
276
+ 110.4%
$49.79 - $62.18 $13.7K - $17.2K
526 $32K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
375
+ 100.0%
$36.71 - $42.81 $13.8K - $16.1K
750 $32K
AVAV
Aero Vironment Inc

Industrials
4
+ 4.0%
$111.65 - $284.95 $447 - $1.14K
104 $29K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
297
+ 25.15%
$225.56 - $335.19 $67K - $99.6K
1.48K $351K
URTH
Ishares Msci World ETF

ETFs
1
+ 0.1%
$136.3 - $169.38 $136 - $169
1.01K $171K
QRVO
Qorvo, Inc.

Technology
3
+ 0.22%
$50.81 - $84.91 $152 - $255
1.34K $114K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.76K
+ 23.62%
$8.0 - $9.55 $14.1K - $16.8K
9.2K $86K
PPLT
Abrdn Platinum ETF Trust

ETFs
186
+ 43.06%
N/A
618 $55K
NLOK
Norton Life Lock Inc.

Technology
786
+ 45.78%
N/A
2.5K $53K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.49K
+ 65.06%
$11.35 - $12.45 $16.9K - $18.5K
3.78K $45K
NTR
Nutrien Ltd.

Basic Materials
219
+ 42.44%
$46.88 - $62.89 $10.3K - $13.8K
735 $42K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
540
+ 44.23%
$18.53 - $24.21 $10K - $13.1K
1.76K $42K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
240
+ 60.0%
$52.66 - $64.01 $12.6K - $15.4K
640 $40K
DBX
Dropbox, Inc.

Technology
558
+ 78.04%
$25.42 - $29.7 $14.2K - $16.6K
1.27K $36K
GEO
Geo Group Inc

Real Estate
782
+ 245.14%
$23.11 - $31.67 $18.1K - $24.8K
1.1K $26K
ALKT
Alkami Technology, Inc.

Technology
568
+ 443.75%
$22.54 - $31.19 $12.8K - $17.7K
696 $20K
IP
International Paper CO

Consumer Cyclical
1.09K
+ 20.07%
$43.89 - $54.46 $48K - $59.5K
6.54K $306K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
910
+ 16.96%
$19.43 - $20.13 $17.7K - $18.3K
6.28K $123K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
256
+ 30.05%
N/A
1.11K $71K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
298
+ 39.21%
$41.3 - $47.0 $12.3K - $14K
1.06K $49K
SYF
Synchrony Financial

Financial Services
124
+ 21.02%
$43.81 - $66.74 $5.43K - $8.28K
714 $47K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
519
+ 54.06%
$22.92 - $28.05 $11.9K - $14.6K
1.48K $41K
TRMB
Trimble Inc.

Technology
169
+ 55.41%
$55.12 - $75.98 $9.32K - $12.8K
474 $36K
FIVE
Five Below, Inc

Consumer Cyclical
7
+ 2.63%
$55.75 - $131.18 $390 - $918
273 $35K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
343
+ 89.09%
$46.41 - $47.7 $15.9K - $16.4K
728 $34K
FDM
First Trust Dow Jones Select M

ETFs
200
+ 100.0%
$55.48 - $71.63 $11.1K - $14.3K
400 $28K
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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