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
Sinclair Inc
1.07K
+ 142.0%
N/A
1.82K $0
Everus Constr Group
198
+ 105.32%
N/A
386 $0
Franklin Templeton ETF Tr
5
+ 1.01%
N/A
498 $0
MIDD
Middleby Corp

Industrials
5
+ 3.21%
$124.01 - $154.76 $620 - $774
161 $23K
Howard Hughes Holdings Inc
106
+ 45.11%
N/A
341 $0
FLCO
Franklin Templeton ETF Tr Invt
10
+ 0.95%
N/A
1.06K $0
Wk Kellogg CO
167
+ 13.79%
N/A
1.38K $0
Bunge Global Sa
2
+ 0.74%
N/A
271 $0
PIZ
Invesco Exchange Traded Fd Tr
185
+ 64.91%
N/A
470 $0
Atlas Energy Solutions Inc
1.34K
+ 483.7%
N/A
1.61K $0
EXPO
Exponent Inc

Industrials
26
+ 11.66%
$72.88 - $81.75 $1.89K - $2.13K
249 $18K
SMOT
Vaneck ETF Tr Morningstar Smid
285
+ 123.91%
N/A
515 $0
SQLV
Royce Quant Small Cap Quality
5
+ 1.21%
N/A
418 $0
Calamos ETF Tr
315
+ 100.0%
N/A
630 $0
Greystone Housing Impact Inv
701
+ 100.0%
N/A
1.4K $0
TS
Tenaris Sa

Energy
1
+ 0.25%
$30.71 - $39.46 $30.7 - $39.5
409 $15K
Ncr Atleos Corporation
176
+ 51.76%
N/A
516 $0
RLI
Rli Corp

Financial Services
27
+ 15.34%
$71.27 - $80.82 $1.92K - $2.18K
203 $14K
Tidal Tr Ii
262
+ 72.58%
N/A
623 $0
FTSD
Franklin ETF Tr Liberty Short

ETFs
3
+ 2.03%
$90.19 - $91.19 $271 - $274
151 $13K
Ul Solutions Inc
8
+ 4.49%
N/A
186 $0
LGIH
Lgi Homes, Inc.

Consumer Cyclical
58
+ 28.43%
$47.34 - $67.22 $2.75K - $3.9K
262 $13K
Knife River Corp
7
+ 4.79%
N/A
153 $0
Expand Energy Corporation
53
+ 100.0%
N/A
106 $0
ALK
Alaska Air Group, Inc.

Industrials
7
+ 3.02%
$41.01 - $54.88 $287 - $384
239 $11K
BRKR
Bruker Corp

Healthcare
15
+ 5.54%
$35.5 - $42.18 $533 - $633
286 $11K
Expand Energy Corporation
48
+ 100.0%
N/A
96 $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
200
+ 833.33%
N/A
224 $0
IT
Gartner Inc

Technology
3
+ 12.5%
$377.5 - $449.52 $1.13K - $1.35K
27 $10K
FCEF
First Tr Exchange Traded Fd Vi
9
+ 1.89%
N/A
486 $0
SFL
Sfl Corp Ltd.

Industrials
13
+ 1.05%
$7.1 - $8.92 $92.3 - $116
1.26K $10K
LKFN
Lakeland Financial Corp

Financial Services
1
+ 0.62%
$51.45 - $61.84 $51.5 - $61.8
162 $9K
AGO
Assured Guaranty LTD

Financial Services
1
+ 0.99%
$76.56 - $90.18 $76.6 - $90.2
102 $8K
Nuveen Churchill Direct Lend
270
+ 107.14%
N/A
522 $0
Bankfinancial Corp
345
+ 100.0%
N/A
690 $0
Fidelity Covington Trust
114
+ 100.0%
N/A
228 $0
Digitalbridge Group Inc
250
+ 58.28%
N/A
679 $0
UMH
Umh Properties, Inc.

Real Estate
2
+ 0.48%
$16.36 - $18.82 $32.7 - $37.6
418 $7K
Masterbrand Inc
302
+ 91.52%
N/A
632 $0
LOGI
Logitech International S.A.

Technology
2
+ 2.7%
$65.57 - $90.16 $131 - $180
76 $6K
MASI
Masimo Corp

Healthcare
3
+ 8.11%
$144.4 - $171.97 $433 - $516
40 $6K
DSMC
ETF Ser Solutions Distillate S
50
+ 33.33%
N/A
200 $0
PIN
Invesco India ETF Trust India
16
+ 7.11%
N/A
241 $0
Brookfield Renewable Corp
90
+ 87.38%
N/A
193 $0
OXYWS
Occidental Pete Corp Wt Exp 08
7
+ 2.41%
N/A
297 $0
SNAP
Snap Inc

Communication Services
4
+ 0.57%
$7.23 - $9.21 $28.9 - $36.8
704 $6K
SCVL
Shoe Carnival Inc

Consumer Cyclical
54
+ 21.43%
$16.75 - $23.0 $905 - $1.24K
306 $5K
Bitwise Bitcoin ETF Tr
20
+ 26.67%
N/A
95 $0
AMED
Amedisys Inc

Healthcare
1
+ 1.82%
$91.31 - $98.39 $91.3 - $98.4
56 $5K
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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