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
GLDM
World Gold Trust

ETFs
7.68K
+ 2535.64%
$58.96 - $67.97 $453K - $522K
7.99K $523K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
49.9K
+ 75.04%
$8.45 - $9.78 $422K - $488K
116K $1.14M
CAH
Cardinal Health Inc

Healthcare
459
+ 3.31%
$125.0 - $168.0 $57.4K - $77.1K
14.3K $2.4M
DE
Deere & CO

Industrials
667
+ 17.09%
$412.99 - $531.48 $275K - $354K
4.57K $2.32M
WEC
Wec Energy Group, Inc.

Utilities
5.22K
+ 43.49%
$102.24 - $109.76 $533K - $573K
17.2K $1.79M
MLPX
Global X Mlp & Energy Infrastr

ETFs
7.85K
+ 113.54%
$55.32 - $65.02 $434K - $510K
14.8K $925K
EQIX
Equinix Inc

Real Estate
707
+ 17.66%
$740.07 - $914.43 $523K - $647K
4.71K $3.75M
COIN
Coinbase Global, Inc.

Technology
886
+ 93.76%
$151.47 - $375.07 $134K - $332K
1.83K $641K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.81K
+ 17.69%
$116.93 - $119.39 $445K - $455K
25.3K $3.02M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
6.06K
+ 52.35%
$52.84 - $65.52 $320K - $397K
17.6K $1.15M
ED
Consolidated Edison Inc

Utilities
5.27K
+ 87.89%
$98.05 - $113.3 $516K - $597K
11.3K $1.13M
EUDG
Wisdomtree Tr

ETFs
12.7K
+ 110.19%
$29.48 - $35.57 $374K - $452K
24.2K $842K
FDN
First Tr Fd Dow Jones

ETFs
901
+ 19.08%
$200.29 - $269.33 $180K - $243K
5.62K $1.51M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.31K
+ 19.38%
$57.46 - $75.58 $190K - $250K
20.4K $1.54M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
8.97K
+ 200.0%
$42.44 - $50.03 $381K - $449K
13.4K $672K
AFRM
Affirm Holdings, Inc.

Technology
6.67K
+ 4415.89%
$35.75 - $69.14 $238K - $461K
6.82K $471K
EFG
Msci Eafe Growth ETF

ETFs
669
+ 2.09%
$89.8 - $112.0 $60.1K - $74.9K
32.7K $3.66M
FYC
First Trust Small Cap Growth A

ETFs
4.58K
+ 54.66%
$61.01 - $79.58 $279K - $364K
13K $1.03M
ITW
Illinois Tool Works Inc

Industrials
1.84K
+ 72.99%
$218.41 - $252.43 $402K - $464K
4.36K $1.08M
CGCP
Capital Group Core Plus Income

ETFs
19.4K
+ 8.2%
$21.92 - $22.56 $426K - $439K
257K $5.78M
CMI
Cummins Inc

Industrials
1.05K
+ 14.88%
$267.12 - $336.65 $281K - $354K
8.12K $2.66M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
2.07K
+ 1154.19%
$170.2 - $211.82 $352K - $438K
2.25K $475K
AG
First Majestic Silver Corp

Basic Materials
33.6K
+ 33.03%
$5.24 - $8.55 $176K - $287K
135K $1.12M
SMBK
Smartfinancial Inc.

Financial Services
12.4K
+ 200.0%
$27.11 - $33.78 $337K - $420K
18.6K $629K
DUK
Duke Energy Corp

Utilities
5.29K
+ 10.91%
$112.46 - $124.05 $595K - $656K
53.8K $6.35M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.26K
+ 1.13%
$20.42 - $25.3 $46.2K - $57.3K
203K $5.13M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.89K
+ 11.42%
$40.82 - $43.14 $363K - $384K
86.8K $3.74M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
6.51K
+ 5759.29%
$60.03 - $72.0 $391K - $469K
6.62K $438K
FMB
First Tr Exchange Traded Fd Ii

ETFs
8.56K
+ 200.0%
$49.12 - $50.93 $420K - $436K
12.8K $639K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
29.6K
+ 100.72%
$13.74 - $15.66 $407K - $464K
59K $879K
LMT
Lockheed Martin Corp

Industrials
811
+ 37.58%
$430.82 - $486.45 $349K - $395K
2.97K $1.38M
PAYX
Paychex Inc

Industrials
2.99K
+ 106.43%
$137.01 - $159.78 $410K - $478K
5.81K $844K
DELL
Dell Technologies Inc.

Technology
103
+ 0.82%
$71.63 - $125.98 $7.38K - $13K
12.6K $1.55M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.79K
+ 40.79%
$49.73 - $51.44 $387K - $401K
26.9K $1.38M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.35K
+ 101.83%
$72.12 - $76.23 $386K - $408K
10.6K $804K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.88K
+ 12.52%
$32.0 - $39.87 $220K - $274K
61.9K $2.46M
STX
Seagate Technology Holdings PLC

Technology
1.72K
+ 67.14%
$66.54 - $144.33 $114K - $248K
4.28K $618K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.04K
+ 79.22%
$61.92 - $81.5 $250K - $329K
9.14K $743K
INTU
Intuit Inc

Technology
198
+ 14.62%
$544.07 - $787.63 $108K - $156K
1.55K $1.22M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.25K
+ 99.16%
$45.98 - $56.15 $288K - $351K
12.6K $705K
APP
App Lovin Corp

Technology
33
+ 0.75%
$219.37 - $417.89 $7.24K - $13.8K
4.43K $1.55M
IVE
Ishares S&P 500 Value ETF

ETFs
890
+ 2.09%
$168.34 - $195.42 $150K - $174K
43.4K $8.49M
FDL
First Tr Morningstar Dividend

ETFs
9.73K
+ 49.72%
$38.19 - $43.19 $372K - $420K
29.3K $1.23M
BA
Boeing CO

Industrials
41
+ 0.44%
$136.59 - $217.51 $5.6K - $8.92K
9.45K $1.98M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.05K
+ 199.28%
$91.62 - $116.16 $279K - $354K
4.58K $531K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
34.3K
+ 818.23%
$8.65 - $10.52 $297K - $361K
38.5K $404K
T
At&T Inc.

Communication Services
9.61K
+ 8.13%
$26.33 - $28.94 $253K - $278K
128K $3.7M
GL
Globe Life Inc.

Financial Services
3.07K
+ 82.62%
$113.29 - $133.09 $348K - $409K
6.79K $843K
IWN
Ishares Russell2000 Val ETF

ETFs
1.48K
+ 8.35%
$131.84 - $157.76 $195K - $233K
19.2K $3.03M
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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