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
FUTY
Fidelity Covington Tr Msci Uti

ETFs
137
+ 3.29%
$47.29 - $53.34 $6.48K - $7.31K
4.3K $226K
SEE
Sealed Air Corp

Consumer Cyclical
28
+ 0.43%
$23.93 - $32.95 $670 - $923
6.58K $204K
SNN
Smith & Nephew PLC

Healthcare
176
+ 4.24%
$24.97 - $30.63 $4.39K - $5.39K
4.33K $132K
AME
Ametek Inc

Industrials
49
+ 7.75%
$151.41 - $182.75 $7.42K - $8.95K
681 $123K
BBY
Best Buy CO Inc

Consumer Cyclical
338
+ 29.96%
$56.17 - $75.73 $19K - $25.6K
1.47K $98K
PRI
Primerica, Inc.

Financial Services
64
+ 24.33%
$244.39 - $290.62 $15.6K - $18.6K
327 $89K
NTAP
Net App, Inc.

Technology
4
+ 0.53%
$76.1 - $106.55 $304 - $426
763 $81K
ENSG
Ensign Group, Inc

Healthcare
33
+ 8.62%
$119.93 - $156.36 $3.96K - $5.16K
416 $64K
TNL
Travel & Leisure Co.

Consumer Cyclical
189
+ 19.71%
$38.78 - $51.89 $7.33K - $9.81K
1.15K $59K
BKH
Black Hills Corp

Utilities
317
+ 44.03%
$55.66 - $61.75 $17.6K - $19.6K
1.04K $58K
CE
Celanese Corp

Basic Materials
270
+ 111.11%
$37.49 - $59.36 $10.1K - $16K
513 $28K
ACI
Albertsons Companies, Inc.

Consumer Defensive
730
+ 191.1%
$19.94 - $22.91 $14.6K - $16.7K
1.11K $23K
VDC
Vanguard Consumer Staples ETF

ETFs
59
+ 0.77%
$204.89 - $224.73 $12.1K - $13.3K
7.7K $1.69M
ISCG
Ishares Morningstar Small Cap

ETFs
67
+ 2.85%
$39.44 - $49.76 $2.64K - $3.33K
2.42K $120K
CNC
Centene Corp

Healthcare
435
+ 29.75%
$53.4 - $64.29 $23.2K - $28K
1.9K $102K
KEYS
Keysight Technologies, Inc.

Technology
49
+ 12.47%
$127.02 - $165.4 $6.22K - $8.1K
442 $72K
LYG
Lloyds Banking Group PLC

Financial Services
1.99K
+ 16.97%
$3.32 - $4.29 $6.61K - $8.54K
13.7K $58K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
801
+ 45.23%
$18.94 - $22.97 $15.2K - $18.4K
2.57K $54K
CACI
Caci International Inc

Technology
34
+ 55.74%
N/A
95 $40K
TCHP
T Rowe Price Exchange Traded F

Technology
204
+ 29.39%
$34.07 - $45.35 $6.95K - $9.25K
898 $40K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
1.38K
+ 55.76%
$7.81 - $9.04 $10.8K - $12.5K
3.86K $34K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
2.22K
+ 88.14%
$6.54 - $7.1 $14.5K - $15.7K
4.73K $31K
JOBY
Joby Aviation, Inc.

Industrials
255
+ 10.63%
$5.33 - $10.55 $1.36K - $2.69K
2.66K $28K
AAXJ
Ishares Msci All Country Asia

ETFs
164
+ 118.84%
$65.0 - $82.89 $10.7K - $13.6K
302 $24K
STOT
Spdr Doubleline Short Duration

ETFs
315
+ 370.59%
$46.87 - $47.35 $14.8K - $14.9K
400 $18K
STNG
Scorpio Tankers Inc.

Energy
367
+ 941.03%
$31.86 - $44.3 $11.7K - $16.3K
406 $15K
KBH
Kb Home

Consumer Cyclical
274
+ 3044.44%
$50.15 - $58.93 $13.7K - $16.1K
283 $14K
GAIN
Gladstone Investment Corporation\De

Financial Services
389
+ 4.6%
$11.77 - $15.26 $4.58K - $5.94K
8.85K $126K
CHK
Chesapeake Energy Corp

Energy
151
+ 21.27%
N/A
861 $73K
CBRE
Cbre Group, Inc.

Real Estate
61
+ 13.68%
$113.94 - $140.12 $6.95K - $8.55K
507 $71K
VTWO
Vanguard Russell 2000 ETF

ETFs
95
+ 13.75%
$70.56 - $87.22 $6.7K - $8.29K
786 $68K
BC
Brunswick Corp

Consumer Cyclical
232
+ 31.91%
$41.93 - $58.37 $9.73K - $13.5K
959 $52K
TTEK
Tetra Tech Inc

Industrials
130
+ 9.98%
$28.01 - $36.25 $3.64K - $4.71K
1.43K $51K
FEM
First Trust Emerging Markets A

ETFs
408
+ 26.81%
$19.94 - $24.69 $8.14K - $10.1K
1.93K $47K
CCK
Crown Holdings Inc

Consumer Cyclical
78
+ 21.91%
$78.47 - $104.45 $6.12K - $8.15K
434 $44K
MDU
Mdu Resources Group Inc

Industrials
800
+ 94.45%
$15.6 - $17.76 $12.5K - $14.2K
1.65K $27K
LNW
Light & Wonder, Inc.

Consumer Cyclical
126
+ 104.13%
$77.8 - $96.26 $9.8K - $12.1K
247 $23K
SNX
Td Synnex Corp

Technology
79
+ 90.8%
$95.81 - $137.79 $7.57K - $10.9K
166 $22K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
63
+ 92.65%
$140.37 - $177.56 $8.84K - $11.2K
131 $22K
NMAI
Nuveen Multi Asset Income Fund

ETFs
1.04K
+ 273.49%
$10.75 - $12.65 $11.2K - $13.2K
1.42K $17K
HNI
Hni Corp

Industrials
257
+ 282.42%
$40.26 - $49.71 $10.3K - $12.8K
348 $17K
BYRN
Byrna Technologies Inc.

Industrials
387
+ 841.3%
$14.96 - $33.14 $5.79K - $12.8K
433 $13K
WELL
Welltower Inc.

Real Estate
52
+ 0.74%
$136.49 - $155.22 $7.1K - $8.07K
7.07K $1.09M
WSM
Williams Sonoma Inc

Consumer Cyclical
10
+ 0.52%
$137.62 - $174.44 $1.38K - $1.74K
1.94K $316K
NVR
Nvr Inc

Consumer Cyclical
1
+ 2.94%
$6700.0 - $7410.93 $6.7K - $7.41K
35 $258K
STZ
Constellation Brands, Inc.

Consumer Defensive
179
+ 22.02%
$160.0 - $195.62 $28.6K - $35K
992 $161K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
174
+ 2.81%
$15.5 - $20.28 $2.7K - $3.53K
6.37K $129K
UTG
Reaves Utility Income Fund

Financial Services
8
+ 0.25%
$29.08 - $36.18 $233 - $289
3.22K $116K
NRZ
New Residential Investment Corp.

Real Estate
1.54K
+ 21.95%
N/A
8.57K $62K
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