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
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
871
+ 18.18%
$10.79 - $14.14 $9.4K - $12.3K
5.66K $77K
AL
Air Lease Corp

Industrials
65
+ 7.29%
$40.46 - $58.71 $2.63K - $3.82K
957 $55K
VMI
Valmont Industries Inc

Industrials
18
+ 11.84%
$263.86 - $333.86 $4.75K - $6.01K
170 $55K
WCC
Wesco International Inc

Industrials
36
+ 18.95%
$132.86 - $186.1 $4.78K - $6.7K
226 $41K
STE
Steris PLC

Healthcare
45
+ 34.88%
$208.55 - $252.55 $9.38K - $11.4K
174 $41K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
35
+ 22.29%
$160.22 - $209.35 $5.61K - $7.33K
192 $40K
ERJ
Embraer S.A.

Industrials
124
+ 28.12%
$40.42 - $56.91 $5.01K - $7.06K
565 $32K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
1.73K
+ 100.0%
$8.6 - $10.66 $14.8K - $18.4K
3.45K $30K
LXP
Lxp Industrial Trust

Real Estate
1.63K
+ 81.97%
$7.22 - $8.85 $11.8K - $14.4K
3.62K $29K
WMS
Advanced Drainage Systems, Inc.

Industrials
100
+ 100.0%
$96.79 - $123.55 $9.68K - $12.4K
200 $22K
BTU
Peabody Energy Corp

Energy
865
+ 1330.77%
$10.31 - $15.28 $8.92K - $13.2K
930 $12K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1.02K
+ 2.57%
$9.08 - $10.16 $9.3K - $10.4K
40.9K $415K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
313
+ 3.32%
$20.93 - $22.05 $6.55K - $6.9K
9.75K $215K
YUM
Yum Brands Inc

Consumer Cyclical
133
+ 12.69%
$138.36 - $161.45 $18.4K - $21.5K
1.18K $175K
ES
Eversource Energy

Utilities
125
+ 6.9%
$54.25 - $65.89 $6.78K - $8.24K
1.94K $123K
HXL
Hexcel Corp

Industrials
165
+ 21.74%
$47.49 - $57.32 $7.84K - $9.46K
924 $52K
NUE
Nucor Corp

Basic Materials
61
+ 17.94%
$103.22 - $131.43 $6.3K - $8.02K
401 $51K
FHN
First Horizon Corp

Financial Services
363
+ 20.23%
$16.21 - $21.2 $5.88K - $7.7K
2.16K $45K
OEF
Ishares S&P 100 ETF

ETFs
39
+ 40.21%
N/A
136 $36K
FLO
Flowers Foods Inc

Consumer Defensive
1K
+ 64.41%
$15.86 - $19.21 $15.9K - $19.2K
2.56K $40K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.04K
+ 74.89%
$11.11 - $14.46 $11.6K - $15.1K
2.44K $30K
ST
Sensata Technologies Holding PLC

Technology
262
+ 39.52%
$17.69 - $30.11 $4.63K - $7.89K
925 $27K
FN
Fabrinet

Technology
25
+ 60.98%
$171.03 - $298.93 $4.28K - $7.47K
66 $19K
NCR
Ncr Corp

Technology
748
+ 106.55%
N/A
1.45K $22K
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
200
+ 235.29%
$44.56 - $53.45 $8.91K - $10.7K
285 $15K
MP
Mp Materials Corp.

Basic Materials
300
+ 234.38%
$18.77 - $37.74 $5.63K - $11.3K
428 $14K
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.09K
+ 4.99%
$13.03 - $15.28 $27.3K - $32K
44K $645K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
434
+ 1.72%
$21.01 - $21.59 $9.12K - $9.37K
25.6K $550K
OMC
Omnicom Group Inc.

Communication Services
589
+ 19.63%
$69.22 - $79.77 $40.8K - $47K
3.59K $258K
NXST
Nexstar Media Group, Inc.

Communication Services
80
+ 15.72%
$144.68 - $181.86 $11.6K - $14.5K
589 $101K
IBN
Icici Bank LTD

Financial Services
113
+ 4.1%
$30.16 - $34.39 $3.41K - $3.89K
2.87K $96K
CBOE
Cboe Global Markets, Inc.

Financial Services
36
+ 10.56%
$205.81 - $234.23 $7.41K - $8.43K
377 $87K
UVSP
Univest Financial Corp

Financial Services
178
+ 6.68%
$25.3 - $31.35 $4.5K - $5.58K
2.84K $85K
CION
Cion Investment Corp

Financial Services
1.57K
+ 21.73%
$8.68 - $10.48 $13.6K - $16.5K
8.8K $84K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
145
+ 7.09%
$32.61 - $38.62 $4.73K - $5.6K
2.19K $83K
MARA
Marathon Digital Holdings, Inc.

Financial Services
471
+ 11.68%
N/A
4.51K $101K
PTC
Ptc Inc.

Technology
29
+ 9.76%
$136.74 - $173.24 $3.97K - $5.02K
326 $56K
NDAQ
Nasdaq, Inc.

Financial Services
26
+ 4.36%
$66.4 - $89.42 $1.73K - $2.32K
623 $55K
INCY
Incyte Corp

Healthcare
56
+ 7.41%
$55.17 - $71.22 $3.09K - $3.99K
812 $55K
EA
Electronic Arts Inc.

Communication Services
29
+ 9.18%
$132.53 - $159.7 $3.84K - $4.63K
345 $55K
ABR
Arbor Realty Trust Inc

Real Estate
1.28K
+ 33.44%
$8.92 - $11.89 $11.4K - $15.2K
5.09K $54K
FFIV
F5, Inc.

Technology
20
+ 12.27%
$239.25 - $295.9 $4.79K - $5.92K
183 $53K
PFFA
Etfis Ser Tr I

ETFs
500
+ 38.37%
$19.49 - $21.31 $9.75K - $10.7K
1.8K $37K
PSMT
Pricesmart Inc

Consumer Defensive
52
+ 17.51%
$82.12 - $108.35 $4.27K - $5.63K
349 $36K
VRSN
Verisign Inc

Technology
23
+ 23.71%
$234.49 - $288.8 $5.39K - $6.64K
120 $34K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
200
+ 44.44%
$32.51 - $38.81 $6.5K - $7.76K
650 $25K
CNHI
Cnh Industrial N.V.

Industrials
977
+ 144.96%
N/A
1.65K $17K
TWLO
Twilio Inc

Communication Services
63
+ 103.28%
$81.34 - $124.36 $5.12K - $7.83K
124 $15K
IIPR
Innovative Industrial Properties Inc

Real Estate
180
+ 514.29%
$48.03 - $58.9 $8.65K - $10.6K
215 $11K
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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