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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.58K
+ 43.85%
$180.84 - $240.32 $1.01M - $1.34M
18.3K $4.4M
CLOI
Vaneck ETF Tr

ETFs
34K
+ 28.49%
$51.16 - $53.02 $1.74M - $1.8M
154K $8.13M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.62K
+ 0.62%
$29.12 - $35.84 $105K - $130K
590K $21.1M
EMR
Emerson Electric CO

Industrials
6.47K
+ 16.81%
$94.15 - $133.33 $609K - $863K
45K $6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
30.6K
+ 72.55%
$45.88 - $54.4 $1.4M - $1.66M
72.8K $3.96M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
89.6K
+ 58.35%
$19.49 - $19.66 $1.75M - $1.76M
243K $4.78M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
84.6K
+ 53.44%
$20.66 - $20.74 $1.75M - $1.76M
243K $5.03M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.4K
+ 22.69%
$90.56 - $109.49 $1.22M - $1.47M
72.7K $7.94M
NEE
Nextera Energy Inc

Utilities
27.4K
+ 23.54%
$64.11 - $75.0 $1.76M - $2.05M
144K $9.98M
V
Visa Inc.

Financial Services
4.53K
+ 17.33%
$308.27 - $373.31 $1.4M - $1.69M
30.6K $10.9M
CVX
Chevron Corp

Energy
19.1K
+ 45.26%
$133.73 - $168.51 $2.55M - $3.21M
61.2K $8.77M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
90.2K
+ 65.65%
$18.28 - $18.7 $1.65M - $1.69M
228K $4.26M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
82.4K
+ 61.5%
$20.16 - $20.49 $1.66M - $1.69M
216K $4.43M
SRE
Sempra Energy

Utilities
20.2K
+ 59.89%
$63.78 - $78.91 $1.29M - $1.6M
54.1K $4.1M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
48.6K
+ 112.76%
$33.15 - $36.46 $1.61M - $1.77M
91.7K $3.24M
ELV
Elevance Health, Inc.

Healthcare
7.1K
+ 29.26%
$372.27 - $452.69 $2.64M - $3.21M
31.4K $12.2M
SCHW
Schwab Charles Corp

Financial Services
4.5K
+ 4.78%
$69.06 - $91.24 $311K - $411K
98.6K $8.99M
COP
Conocophillips

Energy
20.3K
+ 152.95%
$82.66 - $106.1 $1.68M - $2.16M
33.6K $3.02M
FTNT
Fortinet, Inc.

Technology
8.75K
+ 11.95%
$84.71 - $108.69 $741K - $951K
81.9K $8.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.44K
+ 6.98%
$141.37 - $228.57 $203K - $329K
22.1K $5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
30.9K
+ 32.73%
$50.36 - $50.68 $1.55M - $1.56M
125K $6.34M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
16.6K
+ 3.04%
$45.11 - $52.34 $750K - $870K
562K $29.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
30.7K
+ 299.52%
$50.52 - $50.92 $1.55M - $1.56M
40.9K $2.08M
VNQ
Vanguard Specialized Funds Van

ETFs
17.9K
+ 67.26%
$79.79 - $91.42 $1.43M - $1.64M
44.6K $3.97M
EWA
Ishares Msci Australia ETF

ETFs
57.5K
+ 11492.6%
$20.82 - $26.71 $1.2M - $1.53M
58K $1.53M
VTV
Vanguard Value ETF

ETFs
6.84K
+ 9.33%
$153.67 - $176.74 $1.05M - $1.21M
80.2K $14.2M
CSCO
Cisco Systems, Inc.

Technology
17.4K
+ 49.37%
$53.19 - $69.38 $926K - $1.21M
52.7K $3.65M
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.92K
+ 2.5%
$24.94 - $31.15 $222K - $278K
366K $11.4M
INDA
Ishares Msci India Index Fund

ETFs
24.1K
+ 100.78%
$49.13 - $55.86 $1.19M - $1.35M
48.1K $2.68M
HOOD
Robinhood Markets, Inc.

Technology
10.7K
+ 135.84%
$34.17 - $93.63 $365K - $1M
18.5K $1.74M
URI
United Rentals, Inc.

Industrials
500
+ 6.22%
$551.94 - $753.4 $276K - $377K
8.54K $6.44M
IWM
Ishares Russell 2000 ETF

ETFs
4.13K
+ 13.4%
$174.82 - $215.79 $722K - $891K
35K $7.54M
EWW
Ishares Inc Msci Mexico ETF

ETFs
24.1K
+ 234.94%
N/A
34.3K $1.96M
TPIF
Timothy Plan Intl ETF (De)

ETFs
41.3K
+ 414.5%
$26.0 - $32.29 $1.07M - $1.33M
51.2K $1.65M
TTD
Trade Desk, Inc.

Technology
5.22K
+ 9.25%
$45.27 - $79.4 $236K - $414K
61.6K $4.44M
VXF
Vanguard Extended Market ETF

ETFs
5.6K
+ 45.61%
$150.43 - $192.71 $843K - $1.08M
17.9K $3.45M
ETN
Eaton Corp PLC

Industrials
2.91K
+ 99.79%
$246.52 - $356.99 $717K - $1.04M
5.82K $2.08M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13K
+ 73.85%
$97.29 - $105.63 $1.26M - $1.37M
30.6K $3.11M
PG
Procter & Gamble CO

Consumer Defensive
9.29K
+ 47.96%
$157.66 - $172.39 $1.46M - $1.6M
28.6K $4.56M
AMD
Advanced Micro Devices Inc

Technology
4.44K
+ 29.16%
$78.21 - $143.81 $347K - $638K
19.7K $2.79M
URA
Global X Uranium ETF

ETFs
6.05K
+ 9.71%
$20.26 - $38.81 $123K - $235K
68.4K $2.65M
ABNB
Airbnb, Inc.

Consumer Cyclical
8.71K
+ 172.14%
$105.69 - $140.64 $920K - $1.22M
13.8K $1.82M
BIBL
Northern Lts Fd Tr Iv

ETFs
27.1K
+ 87.28%
$33.5 - $41.33 $908K - $1.12M
58.2K $2.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
56
+ 7.55%
$4164.15 - $5789.24 $233K - $324K
798 $4.62M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
16.8K
+ 30.2%
$54.27 - $63.01 $910K - $1.06M
72.3K $4.53M
XEL
Xcel Energy Inc

Utilities
18.3K
+ 75.9%
$65.65 - $72.39 $1.2M - $1.33M
42.5K $2.89M
RTX
Raytheon Technologies Corp

Industrials
6.53K
+ 39.51%
$113.75 - $148.48 $743K - $970K
23.1K $3.37M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5.02K
+ 17.39%
$106.81 - $136.49 $536K - $685K
33.9K $4.62M
AMAT
Applied Materials Inc

Technology
3.59K
+ 31.11%
$126.95 - $183.52 $455K - $658K
15.1K $2.77M
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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