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
DFNL
Davis Fundamental ETF Tr

ETFs
7.38K
+ 77.87%
$34.38 - $42.94 $254K - $317K
16.9K $724K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.85K
+ 47.82%
$66.89 - $111.18 $124K - $206K
5.72K $635K
LDOS
Leidos Holdings, Inc.

Technology
738
+ 7.21%
$132.9 - $160.3 $98.1K - $118K
11K $1.73M
SHEL
Shell PLC

Energy
5.25K
+ 77.21%
$59.75 - $73.05 $314K - $384K
12.1K $848K
IDA
Idacorp Inc

Utilities
3.02K
+ 281.27%
$111.01 - $119.72 $335K - $361K
4.09K $472K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.97K
+ 11.98%
$248.61 - $294.96 $490K - $582K
18.4K $5.2M
SDGR
Schrodinger, Inc.

Healthcare
15.4K
+ 18.11%
$17.97 - $26.69 $276K - $411K
100K $2.02M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13.7K
+ 2059.25%
$87.84 - $1441.89 $1.2M - $19.7M
14.4K $1.29M
VTHR
Vanguard Russell 3000 ETF

ETFs
1.07K
+ 56.6%
$218.71 - $272.75 $234K - $292K
2.97K $808K
IYG
Ishares Tr

ETFs
2.46K
+ 13.64%
$68.9 - $85.6 $169K - $210K
20.5K $1.75M
IYC
Ishares U.S. Consumer Discreti

ETFs
3.12K
+ 200.0%
$79.19 - $99.64 $247K - $311K
4.68K $466K
IYM
Ishares Tr

ETFs
2.29K
+ 186.32%
$116.16 - $140.01 $266K - $320K
3.52K $492K
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.37K
+ 175.98%
$39.43 - $49.34 $251K - $314K
9.99K $472K
EFV
Msci Eafe Value ETF

ETFs
157
+ 0.23%
$52.4 - $64.65 $8.23K - $10.2K
68.6K $4.35M
HCA
Hca Healthcare, Inc.

Healthcare
487
+ 13.87%
$317.61 - $387.52 $155K - $189K
4K $1.53M
IWS
Ishares Russell Midcap Value E

ETFs
1.47K
+ 7.37%
$110.58 - $132.14 $162K - $194K
21.4K $2.83M
TOST
Toast, Inc.

Technology
7.07K
+ 2861.94%
$30.03 - $45.23 $212K - $320K
7.32K $324K
D
Dominion Energy, Inc

Utilities
5.48K
+ 48.38%
$49.66 - $58.0 $272K - $318K
16.8K $950K
FTLS
First Tr Long/Short Equity ETF

ETFs
4.44K
+ 52.58%
$60.06 - $66.28 $267K - $294K
12.9K $853K
GPC
Genuine Parts CO

Consumer Cyclical
2.5K
+ 65.79%
$105.54 - $129.09 $264K - $323K
6.31K $765K
KNSL
Kinsale Capital Group, Inc.

Financial Services
646
+ 176.02%
$419.99 - $501.97 $271K - $324K
1.01K $490K
TDIV
First Trust Nasdaq Technology

ETFs
2.62K
+ 58.12%
$64.41 - $90.17 $169K - $237K
7.14K $643K
SOXX
Ishares Semiconductor ETF

ETFs
123
+ 2.22%
$154.86 - $239.07 $19K - $29.4K
5.66K $1.35M
FPE
First Tr Pfd Secs & Income ETF

ETFs
16.9K
+ 46.75%
$16.93 - $17.81 $286K - $301K
53K $943K
ZTS
Zoetis Inc.

Healthcare
3.17K
+ 14.55%
$144.41 - $170.3 $458K - $540K
25K $3.89M
BNDX
Vanguard Total International B

ETFs
3.5K
+ 1.96%
$48.77 - $49.55 $171K - $173K
182K $9.02M
GILD
Gilead Sciences, Inc.

Healthcare
3.17K
+ 6.68%
$96.91 - $113.0 $307K - $358K
50.6K $5.61M
AVUV
American Centy ETF Tr Avantis

ETFs
3.08K
+ 107.36%
$75.17 - $91.21 $231K - $281K
5.94K $541K
DVY
Ishares Tr

ETFs
2.45K
+ 10.14%
$118.37 - $134.86 $290K - $331K
26.7K $3.54M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
7.44K
+ 19.75%
$26.18 - $30.91 $195K - $230K
45.1K $1.36M
BK
Bank Of New York Mellon Corp

Financial Services
2.29K
+ 21.41%
$73.31 - $91.62 $168K - $210K
13K $1.18M
WMB
Williams Companies, Inc.

Energy
3.62K
+ 19.21%
$54.33 - $62.87 $197K - $228K
22.5K $1.41M
F
Ford Motor CO

Consumer Cyclical
22.2K
+ 42.1%
$8.69 - $10.85 $193K - $241K
74.8K $812K
HALO
Halozyme Therapeutics, Inc.

Healthcare
6.37K
+ 159.11%
$47.91 - $70.14 $305K - $447K
10.4K $539K
KLAC
Kla Corp

Technology
112
+ 13.25%
$576.53 - $902.94 $64.6K - $101K
957 $857K
DASH
Door Dash, Inc.

Communication Services
91
+ 2.24%
$163.16 - $246.51 $14.8K - $22.4K
4.16K $1.03M
FTSL
First Trust Senior Ln Fund

ETFs
5.59K
+ 5.38%
$44.58 - $46.07 $249K - $258K
109K $5.02M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
83
+ 0.98%
$224.16 - $285.86 $18.6K - $23.7K
8.51K $2.43M
ICLN
Ishares

ETFs
18.5K
+ 87.94%
$10.56 - $13.31 $195K - $246K
39.5K $517K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.13K
+ 71.53%
$63.54 - $68.5 $262K - $283K
9.9K $667K
KMB
Kimberly Clark Corp

Consumer Defensive
2.38K
+ 100.72%
$126.84 - $145.22 $301K - $345K
4.74K $610K
ALL
Allstate Corp

Financial Services
1.43K
+ 59.46%
$180.53 - $212.64 $259K - $305K
3.84K $773K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
229
+ 5.48%
$468.22 - $566.51 $107K - $130K
4.41K $2.5M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
716
+ 2.62%
$70.44 - $86.87 $50.4K - $62.2K
28.1K $2.44M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
196
+ 10.35%
$177.93 - $313.14 $34.9K - $61.4K
2.09K $654K
NU
Nu Holdings Ltd.

Financial Services
19K
+ 1361.79%
$9.6 - $13.72 $182K - $261K
20.4K $279K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
11.2K
+ 1618.67%
$15.54 - $23.35 $174K - $261K
11.9K $277K
WM
Waste Management Inc

Industrials
1.18K
+ 47.19%
$216.47 - $242.1 $255K - $285K
3.67K $839K
TTE
Total Energies Se

Energy
3.81K
+ 56.7%
N/A
10.5K $721K
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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