Geneos Wealth Management Inc. Incresed Positions in Q3 2024

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LGOV
First Tr ETF Iv Long Duration

ETFs
3.11K
+ 3.01%
$20.77 - $22.83 $64.5K - $70.9K
106K $2.38M
FAD
First Tr Multi Cap Growth Alph

ETFs
619
+ 5.12%
$118.04 - $133.6 $73.1K - $82.7K
12.7K $1.7M
EBND
Spdr Bloomberg Emerging Market

ETFs
9.79K
+ 13225.68%
$19.74 - $21.39 $193K - $209K
9.86K $209K
MMM
3 M CO

Industrials
459
+ 11.25%
$99.69 - $139.42 $45.8K - $64K
4.54K $620K
FITB
Fifth Third Bancorp

Financial Services
4.67K
+ 842.16%
$36.01 - $43.64 $168K - $204K
5.23K $224K
FE
Firstenergy Corp

Utilities
4.36K
+ 267.14%
$38.25 - $44.54 $167K - $194K
5.99K $265K
CEG
Constellation Energy Corp

Utilities
357
+ 19.78%
$167.08 - $262.86 $59.6K - $93.8K
2.16K $562K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.03K
+ 53.82%
$60.73 - $63.8 $184K - $193K
8.65K $549K
SNY
Sanofi

Healthcare
2.01K
+ 23.9%
$48.54 - $58.53 $97.8K - $118K
10.4K $602K
ETR
Entergy Corp

Utilities
1.47K
+ 10500.0%
$104.75 - $131.61 $154K - $193K
1.48K $195K
ADI
Analog Devices Inc

Technology
796
+ 32.85%
$200.56 - $243.33 $160K - $194K
3.22K $740K
BIBL
Northern Lts Fd Tr Iv

ETFs
2.67K
+ 9.38%
$36.61 - $40.67 $97.9K - $109K
31.2K $1.27M
MET
Metlife Inc

Financial Services
2.09K
+ 218.48%
$67.96 - $82.48 $142K - $173K
3.05K $251K
FTSL
First Trust Senior Ln Fund

ETFs
3.9K
+ 20.15%
$45.51 - $46.26 $177K - $180K
23.2K $1.07M
SAP
Sap Se

Technology
773
+ 511.92%
$197.21 - $231.0 $152K - $179K
924 $211K
CI
Cigna Corp

Healthcare
484
+ 59.02%
$319.12 - $367.1 $154K - $178K
1.3K $451K
IP
International Paper CO

Consumer Cyclical
3.45K
+ 184.16%
$42.55 - $49.98 $147K - $173K
5.33K $260K
PLTR
Palantir Technologies Inc.

Technology
418
+ 3.03%
$24.09 - $37.95 $10.1K - $15.9K
14.2K $528K
SYLD
Cambria Shareholder Yld ETF

ETFs
405
+ 1.11%
$66.68 - $72.81 $27K - $29.5K
36.8K $2.66M
FCTR
First Tr Exchange Traded Fd

ETFs
4.74K
+ 1.22%
$27.94 - $32.42 $132K - $154K
393K $12.2M
TBUX
T Rowe Price Exchange Traded F

ETFs
3.49K
+ 98.47%
$49.46 - $49.99 $172K - $174K
7.03K $349K
DTE
Dte Energy CO

Utilities
1.24K
+ 145.94%
$108.67 - $128.41 $135K - $159K
2.09K $268K
CHCO
City Holding CO

Financial Services
1.46K
+ 835.43%
$104.53 - $123.29 $153K - $180K
1.64K $192K
BSJR
Invesco Indx Tr

ETFs
7.52K
+ 170.8%
$22.08 - $22.75 $166K - $171K
11.9K $270K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
362
+ 0.31%
$68.53 - $74.13 $24.8K - $26.8K
118K $8.64M
IAK
Ishares Tr

ETFs
7
+ 0.07%
$112.0 - $130.47 $784 - $913
10.5K $1.36M
MPC
Marathon Petroleum Corp

Energy
1.25K
+ 40.58%
$158.61 - $180.75 $198K - $226K
4.33K $705K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
463
+ 52.73%
$305.34 - $350.41 $141K - $162K
1.34K $463K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
122
+ 0.52%
$77.02 - $85.06 $9.4K - $10.4K
23.7K $2M
EBAY
Ebay Inc

Consumer Cyclical
1.45K
+ 21.96%
$52.61 - $65.44 $76.5K - $95.1K
8.07K $525K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
2.45K
+ 7.48%
$34.06 - $37.17 $83.4K - $91K
35.2K $1.31M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.58K
+ 62.73%
$98.99 - $101.51 $156K - $160K
4.1K $415K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.61K
+ 63.33%
$77.22 - $89.49 $124K - $144K
4.15K $369K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.58K
+ 2.74%
$39.37 - $41.68 $62.3K - $66K
59.4K $2.46M
INDA
Ishares Msci India Index Fund

ETFs
1.38K
+ 4.57%
$54.86 - $59.22 $75.7K - $81.7K
31.6K $1.85M
CDNS
Cadence Design Systems Inc

Technology
601
+ 15025.0%
$246.84 - $321.11 $148K - $193K
605 $163K
ITW
Illinois Tool Works Inc

Industrials
415
+ 19.66%
$233.14 - $263.97 $96.8K - $110K
2.53K $661K
GD
General Dynamics Corp

Industrials
391
+ 11.6%
$279.51 - $308.09 $109K - $120K
3.76K $1.14M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
566
+ 2.91%
$71.86 - $78.56 $40.7K - $44.5K
20K $1.57M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
6.35K
+ 25.02%
$22.94 - $23.16 $146K - $147K
31.7K $732K
BX
Blackstone Inc.

Financial Services
50
+ 1.02%
$120.77 - $159.66 $6.04K - $7.98K
4.94K $756K
COTY
Coty Inc.

Consumer Defensive
27.5K
+ 15.57%
$8.83 - $10.44 $242K - $287K
204K $1.91M
GPC
Genuine Parts CO

Consumer Cyclical
1.03K
+ 49.12%
$131.04 - $147.11 $135K - $152K
3.13K $436K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
6.14K
+ 3.81%
$7.45 - $8.23 $45.7K - $50.5K
167K $1.35M
URA
Global X Uranium ETF

ETFs
5.48K
+ 15.72%
$23.18 - $31.26 $127K - $171K
40.3K $1.15M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.5K
+ 153.12%
$92.56 - $99.46 $139K - $149K
2.48K $237K
TXN
Texas Instruments Inc

Technology
723
+ 19.97%
$194.6 - $194.6 $141K - $141K
4.34K $845K
WPM
Wheaton Precious Metals Corp.

Basic Materials
50
+ 0.32%
$52.04 - $64.22 $2.6K - $3.21K
15.7K $961K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
266
+ 2.49%
$175.46 - $203.3 $46.7K - $54.1K
11K $2.22M
Activity Summary
Buys All Purchases 1595 New Holdings 585 Increased Positions 1010 Sells All Sells 424 Reductions 424 Sold out 0 Options Calls 0 Puts 0
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