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
ACN
Accenture PLC

Technology
10.2K
+ 63.78%
$279.23 - $323.21 $2.86M - $3.31M
26.3K $7.86M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
55.7K
+ 16.48%
$49.79 - $50.75 $2.77M - $2.83M
394K $20M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
49.9K
+ 20.07%
$43.45 - $49.4 $2.17M - $2.47M
299K $14.8M
EOG
Eog Resources Inc

Energy
25.7K
+ 77.81%
$104.61 - $129.97 $2.69M - $3.34M
58.7K $7.02M
FISV
Fiserv Inc

Technology
22.1K
+ 57.8%
N/A
60.4K $7.56M
NFLX
Netflix Inc

Communication Services
663
+ 14.69%
$855.86 - $1339.13 $567K - $888K
5.18K $6.93M
JBBB
Janus Detroit Str Tr Henderson

ETFs
56.9K
+ 118.11%
$46.79 - $48.56 $2.66M - $2.76M
105K $5.06M
HLI
Houlihan Lokey, Inc.

Financial Services
12.9K
+ 63.18%
$141.59 - $182.75 $1.83M - $2.37M
33.4K $6.02M
ISRG
Intuitive Surgical Inc

Healthcare
4.78K
+ 244.98%
$451.58 - $565.94 $2.16M - $2.71M
6.73K $3.66M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
31.5K
+ 124.01%
$70.7 - $82.14 $2.23M - $2.59M
56.9K $4.68M
WMT
Walmart Inc.

Consumer Defensive
20.1K
+ 30.49%
$81.79 - $99.98 $1.64M - $2.01M
86K $8.41M
RWR
Spdr Dow Jones Reit ETF

ETFs
27.3K
+ 99.79%
$86.33 - $99.71 $2.35M - $2.72M
54.6K $5.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
31.1K
+ 12.95%
$39.89 - $49.46 $1.24M - $1.54M
271K $13.4M
IYW
Ishares Dj Us Tech ETF

ETFs
12.4K
+ 123.6%
$122.57 - $173.27 $1.52M - $2.16M
22.5K $3.9M
MMM
3 M CO

Industrials
16.1K
+ 291.94%
$126.09 - $154.15 $2.03M - $2.49M
21.7K $3.3M
NVS
Novartis Ag

Healthcare
17.4K
+ 52.42%
$101.96 - $121.01 $1.78M - $2.11M
50.7K $6.14M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
85.5K
+ 67.22%
$21.9 - $25.54 $1.87M - $2.18M
213K $5.43M
VTI
Vanguard Total Stock Market Et

ETFs
1.31K
+ 1.91%
$243.75 - $303.93 $319K - $398K
70K $21.3M
GE
General Electric CO

Industrials
7.19K
+ 82.17%
$166.81 - $257.39 $1.2M - $1.85M
15.9K $4.1M
FCTR
First Tr Exchange Traded Fd

ETFs
34.7K
+ 9.08%
$27.76 - $33.99 $963K - $1.18M
416K $14.2M
SECT
Sector 10, Inc.

ETFs
33.4K
+ 60.37%
$45.25 - $58.07 $1.51M - $1.94M
88.8K $5.16M
PM
Philip Morris International Inc.

Consumer Defensive
9.38K
+ 40.57%
$149.23 - $184.95 $1.4M - $1.73M
32.5K $5.92M
CYBR
Cyber Ark Software Ltd.

Technology
2.62K
+ 15.35%
$305.98 - $406.88 $803K - $1.07M
19.7K $8.02M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
88.7K
+ 65.86%
$21.02 - $23.56 $1.87M - $2.09M
223K $5.26M
CGGO
Capital Group Global Growth Eq

ETFs
67.1K
+ 423.16%
$25.31 - $32.17 $1.7M - $2.16M
82.9K $2.65M
CB
Chubb LTD

Financial Services
8.01K
+ 64.62%
$274.32 - $302.46 $2.2M - $2.42M
20.4K $5.91M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
28.8K
+ 10.69%
$34.72 - $42.74 $1M - $1.23M
299K $12.8M
FTCS
First Trust Capital Strength E

ETFs
23K
+ 76.34%
$81.6 - $92.39 $1.87M - $2.12M
53.1K $4.82M
ADP
Automatic Data Processing Inc

Industrials
6.73K
+ 55.92%
$276.76 - $326.81 $1.86M - $2.2M
18.8K $5.79M
MAIN
Main Street Capital Corp

Financial Services
35.2K
+ 2243.09%
$49.15 - $59.32 $1.73M - $2.09M
36.8K $2.18M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
9.47K
+ 2.06%
$31.29 - $38.89 $296K - $368K
469K $18.2M
EEM
Ishares Msci Emerging Markets

ETFs
32.9K
+ 30.48%
$38.52 - $48.28 $1.27M - $1.59M
141K $6.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.2K
+ 4.5%
$82.96 - $110.1 $348K - $462K
97.6K $10.7M
PSX
Phillips 66

Energy
17.4K
+ 378.5%
$92.87 - $125.73 $1.62M - $2.19M
22.1K $2.63M
DUSA
Davis Fundamental ETF Tr

ETFs
36.4K
+ 41.26%
$38.38 - $46.28 $1.4M - $1.68M
124K $5.76M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
121K
+ 3446.07%
$8.01 - $16.55 $968K - $2M
124K $2.06M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
23.5K
+ 8.02%
N/A
317K $27.2M
GS
Goldman Sachs Group Inc

Financial Services
628
+ 6.55%
$462.22 - $707.75 $290K - $444K
10.2K $7.23M
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
42.9K
+ 60.1%
$37.31 - $43.82 $1.6M - $1.88M
114K $5.01M
SPMD
Spdr Portfolio

ETFs
21.1K
+ 8.13%
$44.89 - $54.38 $946K - $1.15M
280K $15.3M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
10.3K
+ 26.04%
$82.32 - $112.47 $848K - $1.16M
49.9K $5.61M
HES
Hess Corp

Energy
16.6K
+ 99.79%
$126.32 - $161.29 $2.09M - $2.67M
33.2K $4.6M
COST
Costco Wholesale Corp

Consumer Defensive
1.48K
+ 13.88%
$908.13 - $1056.85 $1.34M - $1.56M
12.1K $12M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
19.2K
+ 24.66%
$100.35 - $100.71 $1.92M - $1.93M
96.8K $9.75M
MSTR
Microstrategy Inc

Technology
3.21K
+ 60.64%
$237.95 - $421.61 $764K - $1.35M
8.5K $3.44M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
22.3K
+ 25.35%
$67.03 - $80.35 $1.49M - $1.79M
110K $8.78M
DHR
Danaher Corp

Healthcare
10.3K
+ 56.14%
$174.64 - $205.16 $1.79M - $2.1M
28.5K $5.64M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
63.3K
+ 320.73%
$23.44 - $28.85 $1.48M - $1.83M
83K $2.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
96K
+ 53.85%
$19.44 - $19.56 $1.87M - $1.88M
274K $5.35M
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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