Geneos Wealth Management Inc. Incresed Positions in Q3 2024

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.4K
+ 187.52%
$36.98 - $41.55 $977K - $1.1M
40.5K $1.67M
CTAS
Cintas Corp

Industrials
5.63K
+ 4050.36%
$201.38 - $819.83 $1.13M - $4.62M
5.77K $1.19M
EMR
Emerson Electric CO

Industrials
10K
+ 28.58%
$98.19 - $118.87 $983K - $1.19M
45K $4.92M
SCHP
Schwab Strategic Us Tips ETF

ETFs
19.6K
+ 65476.67%
$51.58 - $53.79 $1.01M - $1.06M
19.7K $1.06M
MA
Mastercard Inc

Financial Services
1.3K
+ 17.09%
$429.6 - $500.99 $558K - $650K
8.89K $4.39M
ACN
Accenture PLC

Technology
1.21K
+ 10.09%
$295.44 - $355.81 $358K - $431K
13.2K $4.68M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
22.4K
+ 51.25%
$41.95 - $43.42 $938K - $971K
66K $2.87M
HDV
Ishares Core High Dividend ETF

ETFs
8.37K
+ 230.38%
$107.62 - $118.76 $901K - $994K
12K $1.41M
EOG
Eog Resources Inc

Energy
8.75K
+ 42.73%
$117.9 - $132.65 $1.03M - $1.16M
29.2K $3.59M
XLU
Utilities Sector Spdr

ETFs
3.29K
+ 5.57%
$67.67 - $80.78 $222K - $265K
62.3K $5.03M
CAT
Caterpillar Inc

Industrials
285
+ 1.9%
$316.8 - $391.12 $90.3K - $111K
15.2K $5.96M
TSN
Tyson Foods, Inc.

Consumer Defensive
14.6K
+ 31.49%
$55.91 - $65.87 $814K - $959K
60.8K $3.62M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
7.84K
+ 35.04%
$111.59 - $129.08 $875K - $1.01M
30.2K $3.59M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.37K
+ 2.38%
$54.98 - $59.51 $295K - $319K
231K $13.8M
VBR
Vanguard Small Cap Value ETF

ETFs
3.75K
+ 33.36%
$179.99 - $201.6 $676K - $757K
15K $3.01M
PEP
Pepsico Inc

Consumer Defensive
5.29K
+ 47.71%
$161.9 - $179.3 $856K - $948K
16.4K $2.78M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
17.8K
+ 201.09%
$51.02 - $52.74 $911K - $941K
26.7K $1.41M
SPSB
Spdr Portfolio Short Term Corp

ETFs
25.1K
+ 7.63%
$29.58 - $30.31 $743K - $762K
354K $10.7M
GE
General Electric CO

Industrials
4.49K
+ 124.91%
$156.66 - $189.66 $703K - $851K
8.08K $1.52M
URI
United Rentals, Inc.

Industrials
330
+ 7.95%
$627.41 - $814.1 $207K - $269K
4.48K $3.63M
IBM
International Business Machines Corp

Technology
1.97K
+ 18.68%
$175.1 - $223.38 $344K - $439K
12.5K $2.76M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.1K
+ 10.09%
$51.29 - $56.57 $516K - $569K
110K $6.21M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.68K
+ 1.55%
$69.31 - $77.34 $116K - $130K
110K $8.45M
AWK
American Water Works Company, Inc.

Utilities
6.24K
+ 859.37%
$127.76 - $149.9 $797K - $935K
6.97K $1.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.8K
+ 5.86%
$41.9 - $48.26 $327K - $376K
141K $6.74M
MSI
Motorola Solutions, Inc.

Technology
252
+ 2.01%
$385.65 - $450.49 $97.2K - $114K
12.8K $5.75M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
30.8K
+ 15.85%
$24.39 - $25.28 $752K - $780K
225K $5.67M
AMZN
Amazon Com Inc

Consumer Cyclical
8.88K
+ 8.2%
$161.02 - $200.0 $1.43M - $1.78M
117K $21.8M
SPGI
S&P Global Inc.

Financial Services
1.73K
+ 1428.93%
$446.32 - $527.38 $772K - $912K
1.85K $955K
T
At&T Inc.

Communication Services
29K
+ 32.23%
$18.21 - $22.28 $528K - $646K
119K $2.62M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
6.57K
+ 3.92%
$39.98 - $43.99 $263K - $289K
174K $7.67M
PM
Philip Morris International Inc.

Consumer Defensive
4.55K
+ 29.64%
$101.25 - $127.45 $461K - $580K
19.9K $2.42M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.78K
+ 7.37%
$136.93 - $162.81 $244K - $290K
25.9K $4.17M
TT
Trane Technologies PLC

Industrials
2.13K
+ 397.57%
$314.21 - $388.71 $670K - $828K
2.67K $1.04M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
45.8K
+ 240.55%
$17.02 - $18.39 $780K - $842K
64.9K $1.18M
CRM
Salesforce, Inc.

Technology
2.4K
+ 20.32%
$238.42 - $276.53 $573K - $665K
14.2K $3.9M
PH
Parker Hannifin Corp

Industrials
1.23K
+ 211.19%
$501.01 - $635.92 $615K - $780K
1.81K $1.14M
APD
Air Products & Chemicals, Inc.

Basic Materials
533
+ 3.15%
$247.34 - $300.11 $132K - $160K
17.5K $5.2M
DHR
Danaher Corp

Healthcare
1.49K
+ 10.04%
$239.25 - $280.76 $356K - $418K
16.3K $4.54M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.82K
+ 63.92%
$240.48 - $267.94 $678K - $756K
7.23K $1.93M
NKE
Nike, Inc.

Consumer Cyclical
4.01K
+ 10.97%
$71.09 - $89.44 $285K - $358K
40.5K $3.58M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.27K
+ 155.99%
$218.05 - $243.47 $713K - $796K
5.36K $1.31M
PHM
Pultegroup Inc

Consumer Cyclical
852
+ 4.09%
$103.95 - $144.98 $88.6K - $124K
21.7K $3.11M
PYPL
Pay Pal Holdings, Inc.

Financial Services
104
+ 0.26%
$57.22 - $80.08 $5.95K - $8.33K
39.7K $3.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
584
+ 0.41%
$75.32 - $84.37 $44K - $49.3K
142K $11.9M
CVS
Cvs Health Corp

Healthcare
9.23K
+ 17.02%
$55.81 - $63.18 $515K - $583K
63.5K $3.99M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
11.6K
+ 2703.03%
$58.35 - $66.29 $677K - $769K
12K $797K
AMT
American Tower Corp

Real Estate
3.08K
+ 265.32%
$192.27 - $242.73 $593K - $748K
4.25K $987K
NXPI
Nxp Semiconductors N.V.

Technology
3.18K
+ 2630.58%
$225.14 - $290.78 $717K - $926K
3.3K $793K
Activity Summary
Buys All Purchases 1595 New Holdings 585 Increased Positions 1010 Sells All Sells 424 Reductions 424 Sold out 0 Options Calls 0 Puts 0
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