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
DT
Dynatrace, Inc.

Technology
19
+ 3.58%
$41.21 - $55.9 $783 - $1.06K
549 $30K
NICE
Nice Ltd.

Technology
25
+ 19.08%
$141.3 - $178.32 $3.53K - $4.46K
156 $26K
SAIC
Science Applications International Corp

Technology
58
+ 48.74%
$100.22 - $123.41 $5.81K - $7.16K
177 $19K
ERC
Allspring Multi Sector Income Fund

Financial Services
577
+ 39.6%
$8.53 - $9.45 $4.92K - $5.45K
2.03K $19K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
5
+ 3.97%
$87.64 - $143.29 $438 - $716
131 $18K
LYFT
Lyft, Inc.

Technology
100
+ 10.0%
$9.97 - $17.21 $997 - $1.72K
1.1K $17K
ICHR
Ichor Holdings, Ltd.

Technology
400
+ 100.0%
$15.78 - $22.61 $6.31K - $9.04K
800 $15K
EPAM
Epam Systems, Inc.

Technology
35
+ 68.63%
N/A
86 $15K
AMG
Affiliated Managers Group, Inc.

Financial Services
26
+ 66.67%
$143.35 - $197.67 $3.73K - $5.14K
65 $12K
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 100.0%
$1561.69 - $1966.55 $4.69K - $5.9K
6 $11K
SAND
Sandstorm Gold LTD

Basic Materials
500
+ 100.0%
$6.82 - $9.53 $3.41K - $4.77K
1K $9K
KGC
Kinross Gold Corp

Basic Materials
400
+ 232.56%
$11.79 - $15.85 $4.72K - $6.34K
572 $8K
PGEN
Precigen, Inc.

Healthcare
4.55K
+ 275.76%
$1.17 - $1.62 $5.32K - $7.37K
6.2K $8K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
150
+ 200.0%
$31.58 - $37.56 $4.74K - $5.63K
225 $8K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
60
+ 666.67%
$99.46 - $129.39 $5.97K - $7.76K
69 $7K
HST
Host Hotels & Resorts, Inc.

Real Estate
263
+ 25.94%
$12.7 - $16.07 $3.34K - $4.23K
1.28K $19K
IRT
Independence Realty Trust, Inc.

Real Estate
5.72K
+ 20.99%
$17.41 - $21.38 $99.6K - $122K
33K $583K
AIG
American International Group, Inc.

Financial Services
129
+ 2.61%
$77.56 - $87.72 $10K - $11.3K
5.07K $434K
JFR
Nuveen Floating Rate Income Fund

Financial Services
593
+ 2.75%
$7.51 - $8.49 $4.45K - $5.03K
22.1K $187K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
91
+ 1.87%
$19.41 - $22.77 $1.77K - $2.07K
4.95K $112K
AXS
Axis Capital Holdings LTD

Financial Services
16
+ 2.11%
$87.23 - $106.93 $1.4K - $1.71K
773 $80K
ZM
Zoom Video Communications, Inc.

Technology
16
+ 1.82%
$66.7 - $84.62 $1.07K - $1.35K
897 $69K
DMAR
First Tr Ex Tr Viii Cboe Vest
58
+ 3.66%
$35.55 - $39.57 $2.06K - $2.3K
1.64K $64K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
173
+ 18.0%
$49.85 - $59.52 $8.62K - $10.3K
1.13K $59K
HIW
Highwoods Properties, Inc.

Real Estate
61
+ 3.63%
$25.31 - $31.85 $1.54K - $1.94K
1.74K $54K
ROL
Rollins Inc

Consumer Cyclical
67
+ 7.7%
$50.65 - $58.58 $3.39K - $3.92K
937 $52K
KEY
Keycorp

Financial Services
85
+ 3.51%
$13.23 - $17.42 $1.12K - $1.48K
2.51K $43K
CWST
Casella Waste Systems Inc

Industrials
41
+ 16.73%
$103.78 - $120.37 $4.25K - $4.94K
286 $32K
PB
Prosperity Bancshares Inc

Financial Services
88
+ 29.73%
$63.76 - $73.75 $5.61K - $6.49K
384 $26K
KKR
Kkr & Co. Inc.

Financial Services
16
+ 8.74%
$92.79 - $134.29 $1.48K - $2.15K
199 $26K
WES
Western Midstream Partners, LP

Energy
153
+ 32.01%
$34.99 - $41.61 $5.35K - $6.37K
631 $24K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
101
+ 22.25%
$33.46 - $41.33 $3.38K - $4.17K
555 $22K
FICO
Fair Isaac Corp

Technology
3
+ 33.33%
$1503.62 - $2206.01 $4.51K - $6.62K
12 $21K
GENI
Genius Sports LTD

Communication Services
500
+ 33.33%
$8.67 - $11.05 $4.34K - $5.53K
2K $20K
CWEN
Clearway Energy, Inc.

Utilities
135
+ 27.0%
$26.74 - $32.22 $3.61K - $4.35K
635 $20K
RMD
Resmed Inc

Healthcare
13
+ 21.67%
$204.54 - $258.0 $2.66K - $3.35K
73 $18K
VAW
Vanguard Materials ETF

ETFs
22
+ 32.84%
$163.82 - $196.64 $3.6K - $4.33K
89 $17K
ABEV
Ambev S.A.

Consumer Defensive
1.98K
+ 38.06%
$2.15 - $2.55 $4.26K - $5.05K
7.18K $17K
CVY
Invesco Exchange Traded Fd Tr

ETFs
200
+ 48.43%
$22.24 - $25.88 $4.45K - $5.18K
613 $15K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
8
+ 3.32%
$38.28 - $61.65 $306 - $493
249 $15K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
300
+ 28.49%
$8.48 - $11.94 $2.54K - $3.58K
1.35K $14K
SNEX
Stone X Group Inc.

Financial Services
33
+ 32.04%
$69.59 - $94.15 $2.3K - $3.11K
136 $12K
TECK
Teck Resources LTD

Basic Materials
122
+ 83.56%
$29.05 - $41.48 $3.54K - $5.06K
268 $10K
BHK
Blackrock Core Bond Trust

Financial Services
547
+ 100.0%
$9.5 - $11.0 $5.2K - $6.02K
1.09K $10K
FNB
Fnb Corp

Financial Services
304
+ 76.19%
$11.48 - $14.58 $3.49K - $4.43K
703 $10K
JBI
Janus International Group, Inc.

Industrials
580
+ 165.24%
$6.06 - $8.86 $3.51K - $5.14K
931 $7K
SIG
Signet Jewelers LTD

Consumer Cyclical
44
+ 100.0%
$50.77 - $82.74 $2.23K - $3.64K
88 $7K
VNQI
Vanguard Global Ex U.S. Real

ETFs
101
+ 721.43%
$37.77 - $46.15 $3.81K - $4.66K
115 $5K
PCAR
Paccar Inc

Industrials
87
+ 4.7%
$86.4 - $99.09 $7.52K - $8.62K
1.94K $184K
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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