Geneos Wealth Management Inc. Incresed Positions in Q1 2025

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGXU
Capital Group Intl Focus Equit

ETFs
4.4K
+ 802.37%
$24.48 - $26.59 $108K - $117K
4.95K $121K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.97K
+ 5.43%
$20.2 - $22.24 $100K - $111K
96.6K $2.08M
EVRG
Evergy, Inc.

Utilities
1.48K
+ 60.73%
$59.9 - $69.52 $88.8K - $103K
3.93K $270K
STLD
Steel Dynamics Inc

Basic Materials
989
+ 642.21%
N/A
1.14K $112K
HUBS
Hubspot Inc

Technology
168
+ 4200.0%
$571.29 - $819.71 $96K - $138K
172 $98K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
454
+ 31.53%
$203.38 - $274.79 $92.3K - $125K
1.89K $389K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
6.53K
+ 5885.59%
$9.49 - $14.83 $62K - $96.9K
6.64K $90K
HRB
H&R Block Inc

Consumer Cyclical
1.57K
+ 1109.93%
$49.96 - $55.97 $78.2K - $87.6K
1.71K $93K
IDA
Idacorp Inc

Utilities
715
+ 199.72%
$105.58 - $119.04 $75.5K - $85.1K
1.07K $124K
KNSL
Kinsale Capital Group, Inc.

Financial Services
167
+ 83.5%
$416.48 - $494.72 $69.6K - $82.6K
367 $178K
FOX
Fox Corp Cl B (De)

Communication Services
1.39K
+ 2784.0%
$45.64 - $54.23 $63.5K - $75.5K
1.44K $76K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.73K
+ 0.65%
$37.07 - $40.63 $64.1K - $70.3K
270K $10.6M
NEM
Newmont Corp

Basic Materials
1.38K
+ 133.89%
$37.79 - $48.39 $52K - $66.5K
2.4K $115K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
3.56K
+ 154.91%
$17.95 - $18.89 $64K - $67.3K
5.86K $107K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
374
+ 831.11%
$166.63 - $185.86 $62.3K - $69.5K
419 $69K
CF
Cf Industries Holdings, Inc.

Basic Materials
784
+ 13066.67%
$75.03 - $97.25 $58.8K - $76.2K
790 $61K
CPRT
Copart Inc

Consumer Cyclical
1.05K
+ 1474.65%
$52.3 - $59.83 $54.8K - $62.6K
1.12K $63K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.21K
+ 10.41%
$46.74 - $47.55 $56.7K - $57.7K
12.9K $611K
DOX
Amdocs LTD

Technology
613
+ 704.6%
$82.21 - $92.02 $50.4K - $56.4K
700 $64K
GPN
Global Payments Inc

Industrials
575
+ 118.31%
$92.18 - $113.03 $53K - $65K
1.06K $103K
OMF
One Main Holdings, Inc.

Financial Services
1.1K
+ 130.48%
$45.35 - $58.06 $49.7K - $63.6K
1.94K $94K
BWXT
Bwx Technologies, Inc.

Industrials
502
+ 49.46%
$96.59 - $128.46 $48.5K - $64.5K
1.52K $149K
POOL
Pool Corp

Industrials
150
+ 2500.0%
$314.92 - $364.31 $47.2K - $54.6K
156 $49K
HPQ
Hp Inc

Technology
1.68K
+ 49.73%
$27.69 - $34.72 $46.6K - $58.4K
5.07K $140K
MSCI
Msci Inc.

Financial Services
83
+ 2075.0%
$541.46 - $628.34 $44.9K - $52.2K
87 $49K
SNOW
Snowflake Inc.

Technology
315
+ 7875.0%
$146.16 - $192.78 $46K - $60.7K
319 $46K
IWS
Ishares Russell Midcap Value E

ETFs
359
+ 1.83%
$122.59 - $135.24 $44K - $48.6K
19.9K $2.51M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
31
+ 4.89%
$1187.71 - $1432.58 $36.8K - $44.4K
665 $952K
DD
Du Pont De Nemours, Inc.

Basic Materials
591
+ 12.66%
$72.7 - $84.32 $43K - $49.8K
5.26K $392K
LYG
Lloyds Banking Group PLC

Financial Services
11.5K
+ 4846.84%
$2.58 - $3.9 $29.6K - $44.8K
11.7K $44K
AVK
Advent Convertible & Income Fund

Financial Services
3.78K
+ 1907.58%
$11.44 - $12.34 $43.2K - $46.6K
3.98K $45K
KHC
Kraft Heinz CO

Consumer Defensive
1.38K
+ 12.29%
$28.51 - $32.22 $39.4K - $44.6K
12.6K $384K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
340
+ 971.43%
$120.07 - $144.17 $40.8K - $49K
375 $46K
FIS
Fidelity National Information Services, Inc.

Technology
529
+ 102.32%
$68.12 - $83.42 $36K - $44.1K
1.05K $78K
NTAP
Net App, Inc.

Technology
456
+ 150.5%
$87.84 - $126.3 $40.1K - $57.6K
759 $66K
BIGZ
Black Rock Innovation & Growth Trust
5.84K
+ 389.33%
$6.4 - $8.25 $37.4K - $48.2K
7.34K $48K
FFIV
F5, Inc.

Technology
145
+ 805.56%
$251.75 - $310.6 $36.5K - $45K
163 $43K
KEYS
Keysight Technologies, Inc.

Technology
253
+ 180.71%
$148.16 - $185.11 $37.5K - $46.8K
393 $58K
LPLA
Lpl Financial Holdings Inc.

Financial Services
117
+ 11700.0%
$308.87 - $383.33 $36.1K - $44.8K
118 $38K
THG
Hanover Insurance Group, Inc.

Financial Services
220
+ 63.58%
$147.13 - $174.61 $32.4K - $38.4K
566 $98K
COIN
Coinbase Global, Inc.

Technology
225
+ 31.25%
$172.23 - $301.3 $38.8K - $67.8K
945 $162K
HIW
Highwoods Properties, Inc.

Real Estate
1.27K
+ 313.79%
$27.69 - $30.78 $35.3K - $39.2K
1.68K $49K
VRSK
Verisk Analytics, Inc.

Industrials
119
+ 88.81%
$268.63 - $301.33 $32K - $35.9K
253 $75K
FDS
Factset Research Systems Inc

Financial Services
80
+ 444.44%
$427.5 - $476.51 $34.2K - $38.1K
98 $44K
SBAC
Sba Communications Corp

Real Estate
161
+ 5366.67%
$192.76 - $224.91 $31K - $36.2K
164 $36K
NET
Cloudflare, Inc.

Technology
317
+ 2.14%
$110.71 - $176.5 $35.1K - $56K
15.1K $1.7M
CHTR
Charter Communications, Inc.

Communication Services
91
+ 3033.33%
$334.89 - $384.77 $30.5K - $35K
94 $34K
AGCO
Agco Corp

Industrials
360
+ 9000.0%
$88.82 - $106.69 $32K - $38.4K
364 $33K
OC
Owens Corning

Industrials
225
+ 87.55%
$137.83 - $191.19 $31K - $43K
482 $68K
Activity Summary
Buys All Purchases 447 New Holdings 211 Increased Positions 236 Sells All Sells 1843 Reductions 1843 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