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
MTCH
Match Group, Inc.

Communication Services
127
+ 30.17%
$27.03 - $31.93 $3.43K - $4.06K
548 $16K
PALL
Abrdn Palladium ETF Trust

ETFs
17
+ 11.33%
$82.97 - $103.91 $1.41K - $1.77K
167 $16K
LAD
Lithia Motors Inc

Consumer Cyclical
2
+ 4.35%
$271.94 - $339.35 $544 - $679
48 $16K
JLL
Jones Lang Lasalle Inc

Real Estate
11
+ 22.45%
$204.57 - $256.96 $2.25K - $2.83K
60 $15K
CRBG
Corebridge Financial, Inc.

Financial Services
39
+ 10.03%
$25.41 - $35.83 $991 - $1.4K
428 $15K
FOUR
Shift4 Payments, Inc.

Technology
1
+ 0.66%
$72.5 - $99.11 $72.5 - $99.1
153 $15K
S
Sentinel One, Inc.

Technology
191
+ 33.28%
$16.17 - $20.34 $3.09K - $3.88K
765 $13K
IXJ
Ishares Global Healthcare ETF

ETFs
45
+ 42.86%
$82.3 - $90.02 $3.7K - $4.05K
150 $12K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
88
+ 6.89%
$6.41 - $11.19 $564 - $985
1.37K $12K
SEB
Seaboard Corp

Industrials
1
+ 33.33%
$2459.69 - $2911.09 $2.46K - $2.91K
4 $11K
DUOL
Duolingo, Inc.

Technology
2
+ 10.0%
$292.88 - $540.68 $586 - $1.08K
22 $9K
KOS
Kosmos Energy Ltd.

Energy
2.5K
+ 100.0%
$1.52 - $2.28 $3.8K - $5.7K
5K $8K
NOK
Nokia Corp

Technology
607
+ 69.77%
$4.65 - $5.43 $2.82K - $3.3K
1.48K $7K
NSSC
Napco Security Technologies, Inc

Industrials
58
+ 30.05%
$19.82 - $29.82 $1.15K - $1.73K
251 $7K
IBKR
Interactive Brokers Group, Inc.

Financial Services
106
+ 407.69%
$50.53 - $212.53 $5.36K - $22.5K
132 $7K
XP
Xp Inc.

Financial Services
74
+ 27.21%
$12.69 - $20.62 $939 - $1.53K
346 $6K
AMKR
Amkor Technology, Inc.

Technology
123
+ 69.89%
$14.88 - $21.18 $1.83K - $2.61K
299 $6K
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
89
+ 100.0%
$30.24 - $35.31 $2.69K - $3.14K
178 $6K
RDY
Dr Reddys Laboratories LTD

Healthcare
158
+ 63.45%
$12.36 - $16.17 $1.95K - $2.55K
407 $6K
ACM
Aecom

Industrials
19
+ 61.29%
$87.19 - $113.06 $1.66K - $2.15K
50 $5K
VTWV
Vanguard Russell 2000 Value Et

ETFs
20
+ 100.0%
$116.09 - $139.09 $2.32K - $2.78K
40 $5K
U
Unity Software Inc.

Technology
116
+ 104.5%
$16.75 - $26.24 $1.94K - $3.04K
227 $5K
UMBF
Umb Financial Corp

Financial Services
25
+ 92.59%
$86.4 - $107.99 $2.16K - $2.7K
52 $5K
AXSM
Axsome Therapeutics, Inc.

Healthcare
27
+ 117.39%
$95.65 - $116.49 $2.58K - $3.15K
50 $5K
CARG
Car Gurus, Inc.

Communication Services
101
+ 210.42%
$25.19 - $33.64 $2.54K - $3.4K
149 $4K
ICL
Icl Group Ltd.

Basic Materials
501
+ 250.5%
$5.35 - $6.98 $2.68K - $3.5K
701 $4K
CR
Crane Holdings, Co.

Industrials
1
+ 1.2%
$132.79 - $189.89 $133 - $190
84 $15K
STNE
Stone Co Ltd.

Technology
100
+ 60.61%
$10.43 - $16.04 $1.04K - $1.6K
265 $4K
OXY
Occidental Petroleum Corp

Energy
1.19K
+ 18.07%
$36.11 - $49.33 $42.9K - $58.7K
7.77K $326K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
297
+ 2.33%
$8.4 - $8.8 $2.49K - $2.61K
13.1K $114K
ALC
Alcon Inc

Healthcare
78
+ 10.05%
$82.88 - $98.3 $6.46K - $7.67K
854 $75K
A
Agilent Technologies, Inc.

Healthcare
15
+ 2.5%
$99.29 - $120.52 $1.49K - $1.81K
614 $72K
LCID
Lucid Group, Inc.

Consumer Cyclical
4.37K
+ 21.09%
$2.1 - $2.96 $9.18K - $12.9K
25.1K $52K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
163
+ 5.15%
$12.23 - $15.46 $1.99K - $2.52K
3.33K $50K
CRUS
Cirrus Logic, Inc.

Technology
3
+ 0.63%
$77.43 - $107.58 $232 - $323
479 $49K
WTW
Willis Towers Watson PLC

Financial Services
21
+ 15.0%
$295.96 - $337.43 $6.22K - $7.09K
161 $49K
CBT
Cabot Corp

Basic Materials
68
+ 15.01%
$72.47 - $84.35 $4.93K - $5.74K
521 $39K
ALB
Albemarle Corp

Basic Materials
89
+ 20.14%
$50.76 - $72.25 $4.52K - $6.43K
531 $33K
CBSH
Commerce Bancshares Inc

Financial Services
40
+ 8.53%
$55.42 - $65.63 $2.22K - $2.63K
509 $31K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3
+ 1.8%
$144.63 - $179.53 $434 - $539
170 $27K
DOCS
Doximity, Inc.

Healthcare
9
+ 2.14%
$50.71 - $61.34 $456 - $552
429 $26K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
10
+ 4.1%
$89.4 - $99.04 $894 - $990
254 $24K
PR
Permian Resources Corporation

Energy
175
+ 10.79%
$10.36 - $14.93 $1.81K - $2.61K
1.8K $24K
STWD
Starwood Property Trust, Inc.

Real Estate
83
+ 8.06%
$17.28 - $20.41 $1.43K - $1.69K
1.11K $22K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
43
+ 1.86%
$7.19 - $8.75 $309 - $376
2.35K $20K
DXC
Dxc Technology CO

Technology
274
+ 26.89%
$14.03 - $17.63 $3.84K - $4.83K
1.29K $19K
CC
Chemours CO

Basic Materials
396
+ 32.33%
$9.4 - $13.06 $3.72K - $5.17K
1.62K $18K
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
171
+ 10.63%
$9.81 - $10.68 $1.68K - $1.83K
1.78K $18K
PMO
Putnam Municipal Opportunities Trust

Financial Services
234
+ 17.61%
$9.46 - $10.23 $2.21K - $2.39K
1.56K $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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