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
IONQ
Ion Q, Inc.

Technology
190
+ 271.43%
$20.68 - $48.04 $3.93K - $9.13K
260 $11K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
402
+ 1.23%
$8.72 - $10.05 $3.51K - $4.04K
33.1K $332K
LNT
Alliant Energy Corp

Utilities
219
+ 17.44%
$58.79 - $64.85 $12.9K - $14.2K
1.48K $89K
FIS
Fidelity National Information Services, Inc.

Technology
31
+ 2.96%
$68.14 - $82.13 $2.11K - $2.55K
1.08K $87K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
76
+ 4.4%
$37.51 - $45.52 $2.85K - $3.46K
1.8K $81K
HMC
Honda Motor CO LTD

Consumer Cyclical
199
+ 9.39%
$25.0 - $30.93 $4.98K - $6.16K
2.32K $66K
WBS
Webster Financial Corp

Financial Services
104
+ 9.39%
$41.76 - $54.91 $4.34K - $5.71K
1.21K $66K
TSCO
Tractor Supply CO

Consumer Cyclical
220
+ 22.68%
$47.86 - $55.77 $10.5K - $12.3K
1.19K $62K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
304
+ 11.21%
$17.58 - $21.07 $5.34K - $6.41K
3.02K $62K
HII
Huntington Ingalls Industries, Inc.

Industrials
8
+ 3.88%
$183.31 - $241.46 $1.47K - $1.93K
214 $51K
LEA
Lear Corp

Consumer Cyclical
69
+ 18.21%
$75.18 - $95.54 $5.19K - $6.59K
448 $42K
AGCO
Agco Corp

Industrials
46
+ 12.64%
$75.77 - $108.43 $3.49K - $4.99K
410 $42K
USPH
U S Physical Therapy Inc

Healthcare
92
+ 28.57%
$65.08 - $79.84 $5.99K - $7.35K
414 $32K
GWRE
Guidewire Software, Inc.

Technology
13
+ 10.57%
$172.73 - $257.37 $2.25K - $3.35K
136 $32K
UFPI
Ufp Industries Inc

Basic Materials
114
+ 54.81%
$94.93 - $109.1 $10.8K - $12.4K
322 $31K
COLD
Americold Realty Trust

Real Estate
806
+ 100.0%
$16.31 - $21.47 $13.1K - $17.3K
1.61K $26K
TOL
Toll Brothers, Inc.

Consumer Cyclical
65
+ 39.63%
$90.5 - $114.3 $5.88K - $7.43K
229 $26K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
204
+ 51.0%
$37.18 - $42.55 $7.58K - $8.68K
604 $25K
BXP
Boston Properties Inc

Real Estate
133
+ 57.08%
$56.86 - $74.12 $7.56K - $9.86K
366 $24K
LITE
Lumentum Holdings Inc.

Technology
13
+ 5.6%
$49.56 - $95.06 $644 - $1.24K
245 $23K
ZBRA
Zebra Technologies Corp

Technology
27
+ 79.41%
$213.54 - $309.26 $5.77K - $8.35K
61 $18K
ZETA
Zeta Global Holdings Corp.

Technology
566
+ 125.78%
$11.02 - $16.81 $6.24K - $9.51K
1.02K $15K
FLGV
Franklin Templeton ETF Trfrank

ETFs
411
+ 1.75%
$20.16 - $20.7 $8.29K - $8.51K
23.9K $491K
RNR
Renaissancere Holdings LTD

Financial Services
26
+ 4.81%
$220.37 - $253.95 $5.73K - $6.6K
567 $137K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
400
+ 3.77%
$9.73 - $11.03 $3.89K - $4.41K
11K $121K
VOOV
Vanguard S&P 500 Value ETF

ETFs
30
+ 7.59%
$162.65 - $188.71 $4.88K - $5.66K
425 $80K
BCE
Bce Inc

Communication Services
485
+ 15.67%
$20.87 - $22.95 $10.1K - $11.1K
3.58K $79K
CSGP
Costar Group, Inc.

Real Estate
82
+ 9.48%
$72.62 - $83.22 $5.95K - $6.82K
947 $76K
HSIC
Henry Schein Inc

Healthcare
46
+ 4.97%
$62.7 - $73.66 $2.88K - $3.39K
972 $71K
TEI
Templeton Emerging Markets Income Fund

Financial Services
339
+ 3.66%
$4.91 - $6.0 $1.66K - $2.03K
9.61K $57K
FDS
Factset Research Systems Inc

Financial Services
19
+ 19.39%
$398.85 - $473.32 $7.58K - $8.99K
117 $52K
WDAY
Workday, Inc.

Technology
28
+ 14.97%
$210.47 - $274.71 $5.89K - $7.69K
215 $51K
OZK
Bank Ozk

Financial Services
94
+ 9.62%
$37.58 - $47.34 $3.53K - $4.45K
1.07K $50K
LPLA
Lpl Financial Holdings Inc.

Financial Services
5
+ 4.24%
$283.31 - $388.96 $1.42K - $1.94K
123 $46K
CATH
Global X Fds Global X S&P 500

ETFs
40
+ 7.12%
$59.85 - $75.45 $2.39K - $3.02K
602 $45K
SWKS
Skyworks Solutions, Inc.

Technology
38
+ 7.58%
$49.2 - $74.95 $1.87K - $2.85K
539 $40K
WYNN
Wynn Resorts LTD

Consumer Cyclical
38
+ 9.95%
$66.1 - $97.75 $2.51K - $3.71K
420 $39K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
67
+ 22.64%
$78.85 - $101.3 $5.28K - $6.79K
363 $35K
ONB
Old National Bancorp

Financial Services
386
+ 31.23%
$17.95 - $22.57 $6.93K - $8.71K
1.62K $34K
ASH
Ashland Global Holdings Inc

Basic Materials
249
+ 59.0%
$46.53 - $57.87 $11.6K - $14.4K
671 $33K
ILMN
Illumina, Inc.

Healthcare
37
+ 14.23%
$70.3 - $95.41 $2.6K - $3.53K
297 $28K
VNT
Vontier Corp

Technology
168
+ 28.62%
$28.04 - $37.3 $4.71K - $6.27K
755 $27K
VOD
Vodafone Group Public LTD CO

Communication Services
505
+ 25.91%
$8.19 - $10.66 $4.14K - $5.38K
2.45K $26K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
250
+ 37.04%
$18.37 - $27.72 $4.59K - $6.93K
925 $23K
FNDE
Schwab Fundamental Emerging Mk

ETFs
214
+ 46.62%
$26.66 - $33.09 $5.71K - $7.08K
673 $22K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
300
+ 66.96%
$26.4 - $29.61 $7.92K - $8.88K
748 $21K
STM
St Microelectronics N.V.

Technology
120
+ 21.58%
$17.78 - $30.41 $2.13K - $3.65K
676 $20K
CW
Curtiss Wright Corp

Industrials
2
+ 5.0%
$283.18 - $488.55 $566 - $977
42 $20K
BMAR
Innovator U.S. Equity Buffer E

ETFs
160
+ 100.0%
$41.56 - $49.04 $6.65K - $7.85K
320 $15K
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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