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
TRV
Travelers Companies, Inc.

Financial Services
235
+ 8.74%
$201.87 - $242.35 $47.4K - $57K
2.92K $684K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
3.46K
+ 21.23%
$26.87 - $30.93 $92.8K - $107K
19.7K $581K
UNM
Unum Group

Financial Services
2.19K
+ 268.09%
$49.81 - $59.44 $109K - $130K
3.01K $178K
FDN
First Tr Fd Dow Jones

ETFs
451
+ 7.6%
$183.68 - $212.48 $82.8K - $95.8K
6.39K $1.35M
IOO
Ishares Tr Global 100 ETF

ETFs
1.25K
+ 27.45%
$89.63 - $100.83 $112K - $126K
5.78K $573K
ALL
Allstate Corp

Financial Services
479
+ 32.32%
$158.43 - $192.86 $75.9K - $92.4K
1.96K $371K
FXH
First Tr Exchange Trd Fd Healt

ETFs
950
+ 27.12%
$103.09 - $113.83 $97.9K - $108K
4.45K $498K
FXG
First Tr Exchange Traded First

ETFs
1.84K
+ 112.88%
$63.74 - $69.07 $117K - $127K
3.47K $237K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.3K
+ 30.87%
$64.35 - $75.71 $83.7K - $98.5K
5.52K $406K
HPQ
Hp Inc

Technology
3.61K
+ 218.08%
$32.02 - $38.11 $115K - $137K
5.26K $188K
DEEF
Xtrackers Ftse Developed Ex Us

ETFs
316
+ 0.64%
$28.01 - $31.42 $8.85K - $9.93K
49.7K $1.54M
DASH
Door Dash, Inc.

Communication Services
75
+ 2.13%
$100.28 - $143.99 $7.52K - $10.8K
3.59K $512K
AZN
Astrazeneca PLC

Healthcare
1.67K
+ 11.31%
$76.67 - $87.62 $128K - $146K
16.4K $1.28M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.21K
+ 83.78%
$32.65 - $36.69 $105K - $118K
7.05K $256K
GPN
Global Payments Inc

Industrials
1.26K
+ 8400.0%
$92.66 - $112.97 $117K - $142K
1.28K $130K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.96K
+ 25.16%
$51.3 - $59.04 $100K - $115K
9.73K $534K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
296
+ 1.07%
$56.88 - $63.65 $16.8K - $18.8K
27.9K $1.76M
BLK
Black Rock Inc.

Financial Services
31
+ 5.18%
$782.27 - $949.51 $24.3K - $29.4K
629 $597K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.01K
+ 11.8%
$44.9 - $47.55 $90.2K - $95.5K
19K $898K
BCS
Barclays PLC

Financial Services
10.4K
+ 8242.86%
$10.59 - $12.45 $110K - $129K
10.5K $127K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
963
+ 8.89%
$69.16 - $76.64 $66.6K - $73.8K
11.8K $886K
AMP
Ameriprise Financial Inc

Financial Services
257
+ 264.95%
$391.53 - $469.81 $101K - $121K
354 $166K
CL
Colgate Palmolive CO

Consumer Defensive
979
+ 28.85%
$95.54 - $108.77 $93.5K - $106K
4.37K $453K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.34K
+ 48.11%
$74.85 - $82.2 $99.9K - $110K
4.11K $333K
WSO
Watsco Inc

Industrials
228
+ 59.84%
$448.73 - $519.89 $102K - $119K
609 $299K
BSX
Boston Scientific Corp

Healthcare
1.46K
+ 1069.85%
$72.96 - $84.0 $106K - $122K
1.59K $133K
PINK
Simplify Exchange Traded Fds S

ETFs
3.11K
+ 22.18%
$30.71 - $33.23 $95.4K - $103K
17.1K $561K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
883
+ 8.32%
$59.5 - $66.9 $52.5K - $59.1K
11.5K $762K
TFC
Truist Financial Corp

Financial Services
1.73K
+ 14.47%
$38.22 - $44.94 $65.9K - $77.5K
13.6K $583K
LHX
L3 Harris Technologies, Inc.

Industrials
494
+ 258.64%
$221.96 - $243.27 $110K - $120K
685 $162K
APH
Amphenol Corp

Technology
1.85K
+ 7691.67%
$58.39 - $70.41 $108K - $130K
1.87K $121K
DWM
Wisdomtree Tr

ETFs
564
+ 2.55%
$52.24 - $58.1 $29.5K - $32.8K
22.7K $1.31M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.2K
+ 11.64%
$76.94 - $79.54 $92.4K - $95.5K
11.5K $915K
RF
Regions Financial Corp

Financial Services
4.45K
+ 119.97%
$19.51 - $23.42 $86.7K - $104K
8.15K $190K
RACE
Ferrari N.V.

Consumer Cyclical
243
+ 656.76%
$405.92 - $496.79 $98.6K - $121K
280 $131K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.49K
+ 37.75%
$58.03 - $65.37 $86.7K - $97.7K
5.45K $352K
RELX
Relx PLC

Communication Services
2.41K
+ 2357.84%
$44.1 - $48.86 $106K - $118K
2.51K $118K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
46
+ 7.4%
$1015.62 - $1159.62 $46.7K - $53.3K
668 $769K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
614
+ 24.91%
$211.47 - $281.27 $130K - $173K
3.08K $755K
CMS
Cms Energy Corp

Utilities
1.57K
+ 1440.37%
$58.7 - $70.62 $92.2K - $111K
1.68K $118K
STZ
Constellation Brands, Inc.

Consumer Defensive
431
+ 122.44%
$236.42 - $259.82 $102K - $112K
783 $201K
MCK
Mckesson Corp

Healthcare
350
+ 47.75%
$479.06 - $630.38 $168K - $221K
1.08K $535K
GRMN
Garmin LTD

Technology
418
+ 17.45%
$161.1 - $183.29 $67.3K - $76.6K
2.81K $495K
IWB
Ishares Tr Russell 1000 ETF

ETFs
269
+ 21.78%
$283.28 - $314.39 $76.2K - $84.6K
1.5K $472K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.1K
+ 1.46%
$91.42 - $91.82 $101K - $101K
76.4K $7.01M
TPYP
Managed Portfolio Ser Tortoise

ETFs
1.07K
+ 3.9%
$28.68 - $32.0 $30.5K - $34.1K
28.3K $889K
SPOT
Spotify Technology S.A.

Communication Services
262
+ 344.74%
$290.16 - $384.01 $76K - $101K
338 $124K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
3.63K
+ 10.86%
$23.08 - $23.52 $83.8K - $85.4K
37K $868K
KR
Kroger CO

Consumer Defensive
1.45K
+ 70.43%
$50.43 - $57.3 $72.9K - $82.9K
3.5K $200K
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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