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
FYX
First Tr Small Cap Core Alphad

ETFs
50.6K
+ 315.17%
$79.22 - $97.28 $4.01M - $4.93M
66.7K $6.49M
MBB
Ishares Tr

ETFs
52.8K
+ 68.09%
$91.41 - $94.22 $4.83M - $4.98M
130K $12.2M
CGUS
Capital Group Core Equity ETF
133K
+ 1807.17%
$29.93 - $36.93 $3.98M - $4.92M
141K $5.19M
GLD
Spdr Gold Trust

ETFs
15.4K
+ 101.35%
$273.71 - $316.29 $4.21M - $4.86M
30.5K $9.31M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
212K
+ 193.3%
$17.76 - $22.1 $3.76M - $4.68M
321K $7.1M
TSLA
Tesla, Inc.

Consumer Cyclical
10.3K
+ 40.9%
$221.86 - $362.89 $2.3M - $3.76M
35.7K $11.3M
XOM
Exxon Mobil Corp

Energy
59.5K
+ 38.86%
$99.93 - $119.04 $5.95M - $7.09M
213K $22.9M
DIS
Walt Disney CO

Communication Services
24.1K
+ 35.26%
$81.72 - $124.01 $1.97M - $2.98M
92.3K $11.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.73K
+ 7.19%
$321.63 - $509.31 $557K - $882K
25.8K $13.1M
KMI
Kinder Morgan, Inc.

Energy
151K
+ 81.65%
$25.21 - $29.4 $3.8M - $4.43M
335K $9.86M
O
Realty Income Corp

Real Estate
79.8K
+ 104.18%
$52.27 - $58.52 $4.17M - $4.67M
156K $9.01M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
44.2K
+ 69.4%
$96.84 - $99.46 $4.28M - $4.39M
108K $10.7M
IBM
International Business Machines Corp

Technology
12.5K
+ 93.58%
$221.03 - $294.78 $2.76M - $3.68M
25.8K $7.61M
HON
Honeywell International Inc

Industrials
16K
+ 61.22%
$182.86 - $232.88 $2.93M - $3.74M
42.2K $9.84M
FSK
Fs Kkr Capital Corp

Financial Services
206K
+ 58.22%
$17.95 - $21.5 $3.69M - $4.43M
559K $11.6M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
217K
+ 202.28%
$17.99 - $18.99 $3.91M - $4.12M
324K $6.16M
ALTL
Pacer Lunt Large Cap Altenator

Technology
84.4K
+ 25.17%
$31.72 - $37.66 $2.68M - $3.18M
420K $15.8M
DRI
Darden Restaurants Inc

Consumer Cyclical
17.7K
+ 64.97%
$186.58 - $225.78 $3.3M - $3.99M
44.9K $9.78M
BSCU
Invesco Exc Self Ind Tr

ETFs
246K
+ 974.49%
$16.31 - $16.78 $4.01M - $4.12M
271K $4.55M
ASML
Asml Holding Nv

Technology
4.8K
+ 242.57%
$595.37 - $815.24 $2.86M - $3.91M
6.78K $5.43M
AZN
Astrazeneca PLC

Healthcare
59.2K
+ 329.63%
$64.87 - $75.0 $3.84M - $4.44M
77.2K $5.39M
EFA
Ishares Tr Msci Eafe ETF

ETFs
32.9K
+ 22.65%
$72.96 - $90.39 $2.4M - $2.97M
178K $15.9M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
86K
+ 51.42%
$43.65 - $45.44 $3.75M - $3.91M
253K $11.5M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
54.7K
+ 42.46%
$65.75 - $71.57 $3.6M - $3.91M
183K $13.1M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
80.2K
+ 40.78%
$47.42 - $51.67 $3.8M - $4.14M
277K $14.1M
QCOM
Qualcomm Inc

Technology
23.6K
+ 180.96%
$124.66 - $159.48 $2.94M - $3.76M
36.7K $5.84M
ICE
Intercontinental Exchange, Inc.

Financial Services
18.9K
+ 60.64%
$151.62 - $183.47 $2.87M - $3.47M
50.2K $9.2M
HYLS
First Tr Tactical High Yield L

ETFs
87.3K
+ 161.46%
$39.8 - $41.84 $3.47M - $3.65M
141K $5.91M
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
33.7K
+ 111.24%
$83.55 - $102.36 $2.81M - $3.45M
64K $6.55M
IEFA
Ishares Tr

ETFs
21.9K
+ 9.46%
$67.83 - $84.09 $1.49M - $1.84M
253K $21.2M
GOOG
Alphabet Inc.

Communication Services
11K
+ 14.25%
$146.58 - $180.01 $1.61M - $1.97M
87.9K $15.6M
SLB
Schlumberger Limited

Energy
108K
+ 790.95%
$31.95 - $42.2 $3.46M - $4.58M
122K $4.13M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.1K
+ 2.56%
$60.34 - $74.89 $607K - $754K
403K $30.2M
CSX
Csx Corp

Industrials
99.3K
+ 144.43%
$26.69 - $32.91 $2.65M - $3.27M
168K $5.48M
SYK
Stryker Corp

Healthcare
7.78K
+ 50.65%
$337.37 - $395.63 $2.62M - $3.08M
23.1K $9.15M
XLC
Select Sector Spdr Tr Communic

ETFs
31.3K
+ 3106.65%
$86.13 - $108.53 $2.69M - $3.4M
32.3K $3.5M
PANW
Palo Alto Networks Inc

Technology
5.25K
+ 7.67%
$152.44 - $204.64 $800K - $1.07M
73.7K $15.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.56K
+ 0.32%
$22.27 - $29.21 $57.1K - $74.9K
795K $23.2M
XLY
Select Sector Spdr Consumer Di

ETFs
15.4K
+ 1389.38%
$176.34 - $218.59 $2.72M - $3.37M
16.5K $3.6M
ORCL
Oracle Corp

Technology
7.73K
+ 36.24%
$122.82 - $218.63 $950K - $1.69M
29.1K $6.36M
PGR
Progressive Corp

Financial Services
14.4K
+ 48.91%
$255.27 - $288.74 $3.67M - $4.15M
43.7K $11.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
13.8K
+ 465.73%
$171.4 - $227.1 $2.36M - $3.13M
16.8K $3.81M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
22.7K
+ 59.02%
$114.78 - $133.31 $2.61M - $3.03M
61.2K $8.16M
DGRO
Ishares Core Dividend Growth E

ETFs
47.2K
+ 108.49%
$55.22 - $63.94 $2.61M - $3.02M
90.8K $5.8M
DOV
Dover Corp

Industrials
15.6K
+ 64.14%
$151.14 - $186.7 $2.36M - $2.91M
39.9K $7.31M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
21.2K
+ 107.96%
$111.3 - $134.5 $2.36M - $2.85M
40.8K $5.49M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
72.1K
+ 402.43%
$30.96 - $40.6 $2.23M - $2.93M
90K $3.64M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
28.9K
+ 94.67%
$107.83 - $119.94 $3.11M - $3.46M
59.3K $6.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
12.4K
+ 29.29%
$310.86 - $348.77 $3.84M - $4.31M
54.5K $17.5M
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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