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
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
17.8K
+ 62.74%
$32.99 - $38.56 $587K - $686K
46.1K $1.75M
CEG
Constellation Energy Corp

Utilities
1.15K
+ 41.58%
$170.96 - $322.76 $196K - $370K
3.9K $1.26M
MC
Moelis & CO

Financial Services
11.2K
+ 13682.93%
$48.86 - $62.99 $548K - $707K
11.3K $704K
ORI
Old Republic International Corp

Financial Services
18.4K
+ 129.52%
$35.25 - $39.79 $648K - $732K
32.6K $1.25M
VIG
Vanguard Dividend Appreciation

ETFs
3.81K
+ 25.26%
N/A
18.9K $3.44M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
5.71K
+ 3.22%
$37.78 - $44.9 $216K - $256K
183K $8.21M
ADBE
Adobe Inc.

Technology
1.66K
+ 12.08%
$340.0 - $420.68 $566K - $700K
15.4K $5.97M
CME
Cme Group Inc.

Financial Services
2.33K
+ 52.61%
$252.37 - $290.71 $587K - $676K
6.75K $1.86M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
19.1K
+ 146.95%
$32.97 - $35.53 $631K - $680K
32.2K $1.14M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
19.2K
+ 39.66%
$34.58 - $34.88 $664K - $670K
67.6K $2.36M
BAC
Bank Of America Corp

Financial Services
8.03K
+ 15.25%
$34.39 - $47.46 $276K - $381K
60.7K $2.87M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29K
+ 42.86%
$24.32 - $27.87 $704K - $807K
96.5K $2.56M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.61K
+ 17.33%
$100.04 - $100.54 $661K - $664K
44.7K $4.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.21K
+ 53.33%
$166.82 - $194.23 $535K - $623K
9.23K $1.79M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
17.8K
+ 120.9%
$29.52 - $35.31 $526K - $629K
32.6K $1.15M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.1K
+ 7.09%
$91.43 - $91.74 $649K - $652K
107K $9.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.29K
+ 11.94%
$152.42 - $182.82 $350K - $419K
21.5K $3.93M
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.41K
+ 6.77%
$55.15 - $68.11 $243K - $300K
69.5K $4.72M
TRV
Travelers Companies, Inc.

Financial Services
2.36K
+ 74.06%
$233.83 - $276.34 $551K - $651K
5.54K $1.48M
FTC
First Tr Lge Cap Growth

ETFs
3.54K
+ 73.98%
$116.97 - $150.97 $414K - $534K
8.32K $1.26M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.35K
+ 2.82%
$23.4 - $29.68 $102K - $129K
159K $4.71M
TXN
Texas Instruments Inc

Technology
3.17K
+ 64.02%
N/A
8.13K $1.58M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.46K
+ 18.06%
$51.16 - $62.02 $381K - $462K
48.7K $3.02M
PWR
Quanta Services, Inc.

Industrials
35
+ 0.72%
$239.47 - $381.26 $8.38K - $13.3K
4.87K $1.84M
EQAL
Invesco ETF

ETFs
9.82K
+ 15.96%
$41.38 - $49.24 $406K - $484K
71.4K $3.51M
EPD
Enterprise Products Partners L.P.

Energy
22.1K
+ 84.32%
$28.95 - $34.22 $640K - $757K
48.3K $1.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.5K
+ 11.04%
$48.13 - $49.85 $650K - $673K
136K $6.66M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.43K
+ 129.29%
$273.67 - $366.17 $391K - $524K
2.54K $928K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.61K
+ 43.17%
$59.8 - $60.07 $575K - $577K
31.9K $1.91M
USB
Us Bancorp \De\

Financial Services
11.2K
+ 54.34%
$36.4 - $45.76 $409K - $514K
31.9K $1.44M
VO
Vanguard Mid Cap ETF

ETFs
673
+ 3.74%
$228.54 - $279.83 $154K - $188K
18.7K $5.22M
VGT
Vanguard Information Technolog

ETFs
193
+ 5.35%
$470.37 - $663.28 $90.8K - $128K
3.8K $2.52M
MRK
Merck & Co., Inc.

Healthcare
9.7K
+ 50.36%
$73.47 - $87.12 $713K - $845K
29K $2.29M
ENB
Enbridge Inc

Energy
11.9K
+ 61.33%
$41.09 - $47.16 $491K - $563K
31.4K $1.42M
BR
Broadridge Financial Solutions, Inc.

Technology
2.29K
+ 124.28%
$217.22 - $246.25 $498K - $565K
4.14K $1.01M
ABBV
Abb Vie Inc.

Healthcare
7.14K
+ 22.18%
$170.16 - $206.27 $1.21M - $1.47M
39.3K $7.29M
TT
Trane Technologies PLC

Industrials
539
+ 16.96%
$315.21 - $437.41 $170K - $236K
3.72K $1.63M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.5K
+ 9.17%
$104.34 - $138.68 $156K - $207K
17.8K $2.47M
VZ
Verizon Communications Inc

Communication Services
19.5K
+ 13.6%
$41.67 - $45.62 $814K - $891K
163K $7.06M
FTHI
First Trust Exchange Traded Fd

ETFs
22.2K
+ 76.29%
$19.66 - $22.85 $437K - $507K
51.3K $1.17M
FXH
First Tr Exchange Trd Fd Healt

ETFs
5.12K
+ 129.48%
$93.63 - $103.68 $479K - $531K
9.07K $940K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.35K
+ 50.39%
$390.26 - $489.06 $918K - $1.15M
7.02K $2.85M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.6K
+ 155.85%
$19.1 - $23.83 $393K - $491K
33.8K $805K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
9.63K
+ 10.01%
$68.13 - $74.77 $656K - $720K
106K $7.71M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
7.59K
+ 9.38%
$46.92 - $55.01 $356K - $417K
88.4K $4.8M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
452
+ 7.8%
$179.95 - $278.88 $81.3K - $126K
6.25K $1.74M
LOW
Lowes Companies Inc

Consumer Cyclical
2.72K
+ 34.06%
$210.83 - $235.28 $573K - $640K
10.7K $2.37M
IOO
Ishares Tr Global 100 ETF

ETFs
4.05K
+ 60.1%
$84.95 - $107.81 $344K - $436K
10.8K $1.16M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.91K
+ 30.9%
$91.23 - $97.27 $448K - $477K
20.8K $2.02M
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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