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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.49K
+ 93.92%
$36.06 - $37.66 $89.6K - $93.6K
5.13K $193K
ES
Eversource Energy

Utilities
1.42K
+ 800.0%
$56.52 - $68.38 $80K - $96.8K
1.59K $108K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
10.6K
+ 819.57%
$8.03 - $9.1 $85.1K - $96.4K
11.9K $108K
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.05%
$173.36 - $189.8 $520 - $569
6.31K $1.2M
LRCX
Lam Research Corp

Technology
136
+ 219.35%
$731.56 - $1127.3 $99.5K - $153K
198 $161K
VPU
Vanguard Utilities ETF

ETFs
84
+ 2.76%
$146.64 - $174.54 $12.3K - $14.7K
3.13K $544K
GL
Globe Life Inc.

Financial Services
56
+ 1.51%
$80.92 - $109.6 $4.53K - $6.14K
3.76K $398K
PHG
Koninklijke Philips Nv

Healthcare
2.71K
+ 436.17%
$25.08 - $32.73 $68K - $88.8K
3.34K $109K
EXPE
Expedia Group, Inc.

Consumer Cyclical
118
+ 3.44%
$112.12 - $149.09 $13.2K - $17.6K
3.55K $524K
RLY
Ssga Active ETF Tr

ETFs
802
+ 1.32%
$26.98 - $28.77 $21.6K - $23.1K
61.8K $1.78M
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.95K
+ 22.07%
$30.55 - $30.85 $90.2K - $91K
16.3K $503K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
6.36K
+ 605.43%
$14.16 - $14.47 $90K - $92K
7.41K $106K
ANET
Arista Networks, Inc.

Technology
209
+ 77.41%
$311.42 - $388.21 $65.1K - $81.1K
479 $183K
WFC
Wells Fargo & Company

Financial Services
3.86K
+ 8.69%
$51.58 - $60.97 $199K - $236K
48.3K $2.73M
NNN
National Retail Properties, Inc.

Real Estate
1.62K
+ 106.44%
$42.12 - $48.79 $68.2K - $79K
3.14K $152K
ESS
Essex Property Trust, Inc.

Real Estate
321
+ 16050.0%
$272.82 - $272.82 $87.6K - $87.6K
323 $88K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
138
+ 0.33%
$44.83 - $47.42 $6.19K - $6.54K
42.2K $1.99M
HWM
Howmet Aerospace Inc.

Industrials
327
+ 13.67%
$77.3 - $100.22 $25.3K - $32.8K
2.72K $272K
NRG
Nrg Energy, Inc.

Utilities
936
+ 4680.0%
$68.89 - $91.22 $64.5K - $85.4K
956 $87K
OGE
Oge Energy Corp.

Utilities
1.18K
+ 17.02%
$35.12 - $41.18 $41.5K - $48.7K
8.13K $333K
CRL
Charles River Laboratories International, Inc.

Healthcare
862
+ 9.55%
$187.96 - $245.29 $162K - $211K
9.89K $1.95M
PFG
Principal Financial Group Inc

Financial Services
903
+ 101.12%
$72.94 - $87.46 $65.9K - $79K
1.8K $154K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
289
+ 4.06%
$82.69 - $94.63 $23.9K - $27.3K
7.4K $687K
PINS
Pinterest, Inc.

Communication Services
2.7K
+ 519.46%
$28.66 - $43.51 $77.3K - $117K
3.22K $104K
RWK
Invesco Exchange Traded Fd Tr

ETFs
232
+ 2.86%
$107.13 - $116.56 $24.9K - $27K
8.36K $972K
DFUS
Dimensional ETF Tr U S Equity

ETFs
491
+ 3.26%
$56.04 - $62.2 $27.5K - $30.5K
15.5K $966K
SON
Sonoco Products CO

Consumer Cyclical
1.49K
+ 1492.0%
$48.33 - $56.57 $72.1K - $84.4K
1.59K $86K
DAL
Delta Air Lines, Inc.

Industrials
1.5K
+ 110.65%
$37.32 - $51.8 $55.8K - $77.5K
2.85K $144K
MCO
Moodys Corp

Financial Services
156
+ 135.65%
$421.49 - $494.67 $65.8K - $77.2K
271 $128K
FDX
Fedex Corp

Industrials
400
+ 34.04%
$254.64 - $313.52 $102K - $125K
1.58K $431K
BP
Bp PLC

Energy
3.92K
+ 42.11%
$30.78 - $37.05 $121K - $145K
13.2K $415K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.36K
+ 14.85%
$48.27 - $49.43 $65.8K - $67.4K
10.6K $521K
VRT
Vertiv Holdings CO

Industrials
902
+ 693.85%
$86.66 - $86.66 $78.2K - $78.2K
1.03K $89K
MSCI
Msci Inc.

Financial Services
132
+ 1320.0%
$479.31 - $584.91 $63.3K - $77.2K
142 $82K
ARCC
Ares Capital Corp

Financial Services
3.41K
+ 7.23%
$19.8 - $21.28 $67.4K - $72.5K
50.5K $1.06M
ENB
Enbridge Inc

Energy
202
+ 1.5%
$35.27 - $41.18 $7.12K - $8.32K
13.6K $553K
PCEF
Invesco Cef Income Composite E

ETFs
2.03K
+ 5.24%
$18.24 - $19.71 $37.1K - $40.1K
40.8K $804K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
351
+ 40.53%
$178.94 - $207.0 $62.8K - $72.7K
1.22K $244K
VST
Vistra Corp.

Utilities
593
+ 520.18%
$69.0 - $119.06 $40.9K - $70.6K
707 $83K
ING
Ing Groep Nv

Financial Services
4.03K
+ 1050.26%
$16.55 - $18.66 $66.7K - $75.3K
4.42K $80K
CARR
Carrier Global Corp

Industrials
312
+ 11.37%
$61.9 - $80.88 $19.3K - $25.2K
3.06K $245K
SOFI
So Fi Technologies, Inc.

Financial Services
7.58K
+ 75.61%
$6.32 - $8.19 $47.9K - $62.1K
17.6K $138K
OHI
Omega Healthcare Investors Inc

Real Estate
83
+ 0.78%
$33.55 - $41.29 $2.78K - $3.43K
10.7K $436K
SHEL
Shell PLC

Energy
1.42K
+ 36.71%
$65.65 - $73.28 $93.4K - $104K
5.3K $349K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
357
+ 35.1%
$233.4 - $302.36 $83.3K - $108K
1.37K $372K
TGT
Target Corp

Consumer Defensive
362
+ 22.64%
$133.47 - $159.25 $48.3K - $57.6K
1.96K $305K
CTVA
Corteva, Inc.

Basic Materials
1K
+ 49.41%
$50.72 - $58.78 $50.8K - $58.9K
3.03K $178K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
1.6K
+ 73.48%
$34.95 - $39.2 $55.8K - $62.6K
3.77K $146K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
2.01K
+ 5.27%
$19.08 - $19.89 $38.3K - $39.9K
40K $796K
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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