Geneos Wealth Management Inc. Incresed Positions in Q1 2025

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BLDR
Builders First Source, Inc.

Industrials
259
+ 46.58%
$122.8 - $173.51 $31.8K - $44.9K
815 $101K
CNC
Centene Corp

Healthcare
517
+ 54.71%
$55.93 - $65.89 $28.9K - $34.1K
1.46K $88K
CCK
Crown Holdings Inc

Consumer Cyclical
354
+ 17700.0%
$78.77 - $91.74 $27.9K - $32.5K
356 $31K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
319
+ 559.65%
$87.72 - $111.91 $28K - $35.7K
376 $34K
CRUS
Cirrus Logic, Inc.

Technology
276
+ 138.0%
$97.89 - $111.4 $27K - $30.7K
476 $47K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.52K
+ 21.76%
$9.47 - $11.46 $23.8K - $28.9K
14.1K $151K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.77K
+ 1523.28%
$12.89 - $15.19 $22.8K - $26.8K
1.88K $28K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
2.18K
+ 87.2%
$12.17 - $13.83 $26.5K - $30.1K
4.68K $57K
OZK
Bank Ozk

Financial Services
577
+ 144.25%
$41.71 - $53.1 $24.1K - $30.6K
977 $42K
LFUS
Littelfuse Inc

Technology
127
+ 61.65%
$196.74 - $255.16 $25K - $32.4K
333 $65K
EMN
Eastman Chemical CO

Basic Materials
266
+ 2660.0%
$87.05 - $103.47 $23.2K - $27.5K
276 $24K
CGCP
Capital Group Core Plus Income

ETFs
1.1K
+ 0.47%
$21.94 - $22.64 $24.2K - $25K
237K $5.33M
SYF
Synchrony Financial

Financial Services
423
+ 253.29%
$51.9 - $70.63 $22K - $29.9K
590 $31K
NLOK
Norton Life Lock Inc.

Technology
1.08K
+ 169.54%
N/A
1.72K $36K
HOMB
Home Bancshares Inc

Financial Services
817
+ 27.23%
$27.23 - $31.23 $22.2K - $25.5K
3.82K $107K
HPE
Hewlett Packard Enterprise CO

Technology
1.41K
+ 46.29%
$14.77 - $24.42 $20.8K - $34.4K
4.46K $68K
BERY
Berry Global Group, Inc.

Consumer Cyclical
297
+ 220.0%
$64.35 - $73.03 $19.1K - $21.7K
432 $30K
RYAAY
Ryanair Holdings PLC

Industrials
515
+ 2060.0%
$41.54 - $50.08 $21.4K - $25.8K
540 $22K
ANSS
Ansys Inc

Technology
64
+ 246.15%
$316.56 - $360.36 $20.3K - $23.1K
90 $28K
VNT
Vontier Corp

Technology
581
+ 9683.33%
$32.1 - $40.32 $18.7K - $23.4K
587 $19K
KKR
Kkr & Co. Inc.

Financial Services
162
+ 771.43%
$108.17 - $167.07 $17.5K - $27.1K
183 $21K
TW
Tradeweb Markets Inc.

Financial Services
129
+ 86.58%
$123.42 - $148.46 $15.9K - $19.2K
278 $41K
NICE
Nice Ltd.

Technology
122
+ 1355.56%
$139.18 - $178.5 $17K - $21.8K
131 $20K
CHD
Church & Dwight CO Inc

Consumer Defensive
169
+ 18.9%
$101.42 - $113.2 $17.1K - $19.1K
1.06K $117K
OGN
Organon & Co.

Healthcare
1.16K
+ 133.52%
$14.29 - $16.41 $16.6K - $19.1K
2.03K $30K
ILMN
Illumina, Inc.

Healthcare
234
+ 900.0%
$79.34 - $144.22 $18.6K - $33.7K
260 $20K
MDB
Mongo Db, Inc.

Technology
99
+ 412.5%
$175.4 - $298.52 $17.4K - $29.6K
123 $21K
VTHR
Vanguard Russell 3000 ETF

ETFs
66
+ 3.61%
$243.2 - $272.04 $16.1K - $18K
1.89K $467K
PNR
Pentair PLC

Industrials
187
+ 352.83%
$84.0 - $105.35 $15.7K - $19.7K
240 $20K
WRB
Berkley W R Corp

Financial Services
216
+ 9.93%
$56.7 - $71.27 $12.2K - $15.4K
2.39K $170K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
236
+ 38.31%
N/A
852 $55K
CPNG
Coupang, Inc.

Consumer Cyclical
701
+ 14.02%
$21.34 - $25.52 $15K - $17.9K
5.7K $125K
BAX
Baxter International Inc

Healthcare
457
+ 103.16%
$29.26 - $36.57 $13.4K - $16.7K
900 $30K
NUE
Nucor Corp

Basic Materials
126
+ 58.88%
$114.48 - $142.52 $14.4K - $18K
340 $40K
RPM
Rpm International Inc

Basic Materials
125
+ 12.49%
$114.03 - $128.31 $14.3K - $16K
1.13K $130K
GWRE
Guidewire Software, Inc.

Technology
78
+ 173.33%
$166.74 - $218.22 $13K - $17K
123 $23K
VTRS
Viatris Inc

Healthcare
1.67K
+ 33.83%
$8.68 - $12.42 $14.5K - $20.8K
6.61K $57K
CE
Celanese Corp

Basic Materials
237
+ 3950.0%
$47.02 - $74.12 $11.1K - $17.6K
243 $13K
ALC
Alcon Inc

Healthcare
141
+ 22.2%
$82.73 - $96.8 $11.7K - $13.6K
776 $73K
MAR
Marriott International Inc

Consumer Cyclical
54
+ 2.31%
$237.01 - $304.45 $12.8K - $16.4K
2.39K $568K
DG
Dollar General Corp

Consumer Defensive
141
+ 8.92%
$68.44 - $87.93 $9.65K - $12.4K
1.72K $151K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
37
+ 13.96%
$314.47 - $431.35 $11.6K - $16K
302 $110K
ROK
Rockwell Automation, Inc

Industrials
49
+ 2450.0%
$255.29 - $303.75 $12.5K - $14.9K
51 $13K
RMD
Resmed Inc

Healthcare
56
+ 1400.0%
$219.7 - $257.65 $12.3K - $14.4K
60 $13K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
606
+ 22.41%
$19.7 - $20.61 $11.9K - $12.5K
3.31K $66K
VIAV
Viavi Solutions Inc.

Technology
1.13K
+ 958.47%
$9.71 - $12.8 $11K - $14.5K
1.25K $13K
GTLS
Chart Industries Inc

Industrials
78
+ 53.79%
$141.99 - $218.35 $11.1K - $17K
223 $32K
ZTR
Virtus Total Return Fund Inc.

Financial
1.63K
+ 141.92%
$5.67 - $6.1 $9.21K - $9.91K
2.77K $16K
DHI
Horton D R Inc

Consumer Cyclical
78
+ 14.69%
$125.29 - $147.65 $9.77K - $11.5K
609 $77K
Activity Summary
Buys All Purchases 447 New Holdings 211 Increased Positions 236 Sells All Sells 1843 Reductions 1843 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email