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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10.6K
+ 3.06%
$35.35 - $42.68 $376K - $454K
358K $15.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
12.9K
+ 19.1%
$82.21 - $83.12 $1.06M - $1.07M
80.4K $6.66M
QTEC
First Trust Nasdaq 100 Technol

ETFs
3.51K
+ 41.75%
$149.56 - $212.83 $524K - $746K
11.9K $2.53M
RLY
Ssga Active ETF Tr

ETFs
35.7K
+ 53.68%
$25.82 - $29.59 $921K - $1.06M
102K $2.97M
DFSV
Dimensional ETF Tr Dimensional

ETFs
15.9K
+ 3.39%
$24.21 - $29.47 $385K - $468K
484K $14.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.2K
+ 2.91%
$75.05 - $77.34 $765K - $788K
360K $27.9M
SYY
Sysco Corp

Consumer Defensive
13.8K
+ 338.37%
$68.0 - $75.91 $940K - $1.05M
17.9K $1.36M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.18K
+ 1.34%
$19.6 - $24.44 $101K - $127K
392K $9.59M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.52K
+ 19.73%
$219.76 - $276.94 $553K - $697K
15.3K $4.23M
IDU
Ishares Tr U S Utils ETF

ETFs
9.49K
+ 200.0%
$93.98 - $106.11 $892K - $1.01M
14.2K $1.49M
VNLA
Janus Henderson Short Duration

ETFs
19.6K
+ 3.59%
$48.74 - $49.2 $953K - $962K
564K $27.7M
FAD
First Tr Multi Cap Growth Alph

ETFs
4.82K
+ 30.62%
$114.67 - $146.82 $553K - $708K
20.6K $3.02M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.31K
+ 27.37%
$74.88 - $91.97 $623K - $765K
38.7K $3.56M
VBR
Vanguard Small Cap Value ETF

ETFs
4K
+ 18.35%
$162.76 - $195.77 $651K - $782K
25.8K $5.03M
IYK
Ishares U.S. Consumer Staples

ETFs
13.8K
+ 179.66%
$67.29 - $72.42 $927K - $998K
21.5K $1.51M
AEP
American Electric Power CO Inc

Utilities
9.89K
+ 82.66%
$98.59 - $109.11 $975K - $1.08M
21.9K $2.27M
MDT
Medtronic PLC

Healthcare
12.4K
+ 22.35%
$80.68 - $88.86 $999K - $1.1M
67.8K $5.91M
KO
Coca Cola CO

Consumer Defensive
13.4K
+ 39.61%
$68.37 - $73.9 $913K - $987K
47.1K $3.33M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
36K
+ 20.04%
$24.96 - $25.5 $898K - $917K
215K $5.49M
UNP
Union Pacific Corp

Industrials
4.06K
+ 87.27%
$208.27 - $238.46 $846K - $968K
8.71K $2M
SO
Southern CO

Utilities
9.88K
+ 47.51%
$84.91 - $92.56 $839K - $915K
30.7K $2.82M
CNQ
Canadian Natural Resources LTD

Energy
28.7K
+ 1747.75%
$25.14 - $34.01 $722K - $977K
30.4K $953K
ABT
Abbott Laboratories

Healthcare
6.31K
+ 48.05%
$123.95 - $138.08 $782K - $871K
19.4K $2.64M
ET
Energy Transfer LP

Energy
51.3K
+ 84.58%
$15.65 - $18.93 $803K - $971K
112K $2.03M
SHW
Sherwin Williams CO

Basic Materials
2.65K
+ 233.22%
$313.51 - $363.51 $830K - $962K
3.78K $1.3M
CRM
Salesforce, Inc.

Technology
2.97K
+ 16.93%
$236.26 - $291.15 $701K - $864K
20.5K $5.59M
NKE
Nike, Inc.

Consumer Cyclical
6.96K
+ 13.47%
$53.27 - $72.04 $371K - $501K
58.6K $4.16M
RWK
Invesco Exchange Traded Fd Tr

ETFs
6.37K
+ 49.51%
$94.8 - $117.22 $604K - $747K
19.2K $2.25M
IXN
Ishares Global Information Tec

ETFs
7.31K
+ 70.03%
$65.81 - $92.34 $481K - $675K
17.7K $1.64M
CWB
Spdr Bloomberg Convertible Sec

ETFs
7.22K
+ 17.52%
$71.86 - $82.66 $519K - $597K
48.5K $4.01M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
12.6K
+ 15.76%
$43.78 - $51.5 $552K - $650K
92.7K $4.77M
MU
Micron Technology Inc

Technology
4.44K
+ 60.95%
$64.72 - $127.91 $287K - $568K
11.7K $1.45M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.06K
+ 36.08%
$216.28 - $284.39 $444K - $584K
7.75K $2.2M
MCD
Mcdonalds Corp

Consumer Cyclical
3.68K
+ 27.9%
$285.55 - $321.23 $1.05M - $1.18M
16.9K $4.93M
HIG
Hartford Financial Services Group, Inc.

Financial Services
6.2K
+ 103.25%
$109.83 - $131.67 $681K - $816K
12.2K $1.55M
WFC
Wells Fargo & Company

Financial Services
4.66K
+ 9.28%
$60.98 - $80.12 $284K - $374K
54.9K $4.4M
ZS
Zscaler, Inc.

Technology
251
+ 4.07%
$174.67 - $315.32 $43.8K - $79.1K
6.42K $2.02M
GD
General Dynamics Corp

Industrials
2.39K
+ 52.84%
$247.68 - $291.66 $591K - $696K
6.9K $2.01M
HBAN
Huntington Bancshares Inc

Financial Services
20.3K
+ 8.44%
$12.49 - $16.76 $253K - $340K
261K $4.37M
MO
Altria Group, Inc.

Consumer Defensive
13.9K
+ 33.83%
$55.56 - $60.91 $771K - $845K
54.9K $3.22M
HWM
Howmet Aerospace Inc.

Industrials
339
+ 2.81%
$112.33 - $186.13 $38.1K - $63.1K
12.4K $2.31M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
15.2K
+ 195.77%
$45.3 - $50.64 $690K - $772K
23K $1.13M
IEMG
Ishares Inc

ETFs
13.6K
+ 10.45%
N/A
144K $7.73M
UPS
United Parcel Service Inc

Industrials
8.05K
+ 88.06%
$91.92 - $110.2 $740K - $887K
17.2K $1.74M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.34K
+ 52.56%
$320.42 - $424.58 $428K - $568K
3.88K $1.65M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
11.8K
+ 2.4%
$47.89 - $48.65 $564K - $573K
503K $24.5M
IEF
Ishares Barclays

ETFs
7.32K
+ 18.24%
$93.15 - $96.56 $682K - $707K
47.4K $4.54M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5.34K
+ 12.74%
$72.61 - $88.75 $388K - $474K
47.2K $4.19M
GRMN
Garmin LTD

Technology
3.5K
+ 110.17%
$173.63 - $218.07 $608K - $763K
6.68K $1.39M
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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