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
IYH
Ishares Tr

ETFs
5.17K
+ 69.92%
$53.97 - $60.17 $279K - $311K
12.6K $709K
CINF
Cincinnati Financial Corp

Financial Services
1.72K
+ 57.36%
$126.6 - $151.6 $217K - $260K
4.71K $700K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.91K
+ 7.8%
$89.87 - $92.93 $261K - $270K
40.2K $3.7M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.21K
+ 40.49%
$47.09 - $48.01 $245K - $250K
18.1K $867K
PH
Parker Hannifin Corp

Industrials
79
+ 3.6%
$517.23 - $700.54 $40.9K - $55.3K
2.27K $1.59M
AUB
Atlantic Union Bankshares Corp

Financial Services
8.05K
+ 157.89%
$23.85 - $32.24 $192K - $259K
13.1K $411K
VLO
Valero Energy Corp

Energy
1.45K
+ 6.77%
$104.69 - $141.77 $151K - $205K
22.8K $3.06M
IYT
Ishares Tr U.S. Transportation

ETFs
3.44K
+ 183.94%
$55.22 - $68.54 $190K - $236K
5.3K $363K
ALLY
Ally Financial Inc.

Financial Services
6.09K
+ 257.09%
$30.09 - $38.95 $183K - $237K
8.46K $329K
C
Citigroup Inc

Financial Services
1.05K
+ 9.63%
$58.13 - $85.12 $60.7K - $89K
11.9K $1.01M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
3.3K
+ 320.08%
$55.5 - $69.0 $183K - $228K
4.33K $298K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.2K
+ 19.86%
$55.54 - $69.09 $122K - $152K
13.3K $916K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.02K
+ 84.45%
$44.8 - $53.97 $180K - $217K
8.79K $474K
ISCV
Ishares Morningstar Small Cap

ETFs
3.6K
+ 98.33%
$51.37 - $61.54 $185K - $221K
7.26K $445K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
695
+ 2.74%
$56.88 - $70.77 $39.5K - $49.2K
26K $1.84M
VEEV
Veeva Systems Inc

Healthcare
354
+ 16.09%
$209.39 - $289.94 $74.1K - $103K
2.55K $735K
INGR
Ingredion Inc

Consumer Defensive
1.66K
+ 92.27%
$123.22 - $140.95 $205K - $234K
3.46K $469K
VICI
Vici Properties Inc.

Real Estate
6.83K
+ 148.86%
$29.41 - $32.97 $201K - $225K
11.4K $372K
IYJ
Ishares Tr

ETFs
1.42K
+ 92.09%
$115.07 - $142.31 $163K - $202K
2.96K $421K
QBTS
D Wave Quantum Inc.

Technology
5.71K
+ 29.55%
$6.22 - $19.04 $35.5K - $109K
25K $366K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
1.34K
+ 6.23%
$54.98 - $67.95 $73.7K - $91.1K
22.9K $1.54M
XLE
Energy Sector Spdr

ETFs
10.8K
+ 13.35%
$76.44 - $94.13 $829K - $1.02M
92.1K $7.81M
INTC
Intel Corp

Technology
10.4K
+ 21.3%
$18.13 - $22.69 $188K - $236K
59.2K $1.33M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.26K
+ 18.37%
$89.63 - $111.92 $113K - $141K
8.14K $911K
VST
Vistra Corp.

Utilities
544
+ 37.26%
$98.07 - $195.04 $53.4K - $106K
2K $388K
EMLP
First Tr Exchange Traded Iv

ETFs
5.79K
+ 168.97%
$33.62 - $37.89 $195K - $219K
9.22K $345K
FSLR
First Solar, Inc.

Technology
1.19K
+ 262.56%
$120.38 - $192.98 $143K - $230K
1.65K $272K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.57K
+ 20.13%
$121.58 - $136.74 $190K - $214K
9.34K $1.27M
TFC
Truist Financial Corp

Financial Services
4.11K
+ 21.35%
$34.79 - $42.99 $143K - $177K
23.4K $1.01M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
3.27K
+ 81.83%
$49.55 - $60.46 $162K - $198K
7.28K $433K
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.75K
+ 101.93%
$94.92 - $114.85 $166K - $200K
3.46K $397K
CI
Cigna Corp

Healthcare
630
+ 42.45%
$301.89 - $340.04 $190K - $214K
2.11K $698K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
610
+ 4.08%
$108.87 - $133.04 $66.4K - $81.2K
15.6K $2.07M
VPU
Vanguard Utilities ETF

ETFs
892
+ 9.68%
$158.36 - $178.82 $141K - $160K
10.1K $1.78M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2.68K
+ 98.6%
$65.1 - $75.98 $174K - $203K
5.39K $409K
BX
Blackstone Inc.

Financial Services
1.04K
+ 19.69%
$120.07 - $151.11 $125K - $157K
6.32K $944K
NOW
Service Now, Inc.

Technology
29
+ 3.82%
$721.65 - $1040.18 $20.9K - $30.2K
789 $811K
BSCV
Invesco ETF Self Indexed Fd Tr
12K
+ 52.71%
$15.97 - $16.53 $192K - $198K
34.7K $574K
CARR
Carrier Global Corp

Industrials
2.25K
+ 57.32%
$55.55 - $75.83 $125K - $171K
6.19K $452K
CSL
Carlisle Companies Inc

Industrials
510
+ 150.44%
$317.1 - $408.5 $162K - $208K
849 $317K
EQT
Eqt Corp

Energy
3.01K
+ 56.69%
$46.11 - $60.44 $139K - $182K
8.31K $484K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
391
+ 29.18%
$376.48 - $440.65 $147K - $172K
1.73K $762K
ECL
Ecolab Inc.

Basic Materials
585
+ 22.55%
$225.65 - $270.95 $132K - $159K
3.18K $856K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.76K
+ 27.02%
$63.36 - $80.23 $112K - $141K
8.29K $665K
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.79K
+ 69.81%
$29.07 - $29.38 $197K - $199K
16.5K $483K
MGC
Vanguard Mega Cap ETF

ETFs
775
+ 76.28%
$179.23 - $224.92 $139K - $174K
1.79K $402K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
827
+ 5.53%
$57.14 - $72.68 $47.3K - $60.1K
15.8K $1.15M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.74K
+ 37.85%
$35.9 - $43.76 $134K - $163K
13.6K $588K
FYLD
Cambria Foreign Shareholder Yi

ETFs
4.17K
+ 14.08%
$23.46 - $29.42 $97.8K - $123K
33.8K $987K
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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