Geneos Wealth Management Inc. New Holdings in Q1 2024

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
EWG
Ishares Msci Germany ETF

ETFs
80.4K
New
$28.49 - $31.87 $2.29M - $2.56M
80.4K $2.55M
LGOV
First Tr ETF Iv Long Duration

ETFs
93.1K
New
$21.06 - $22.13 $1.96M - $2.06M
93.1K $1.99M
INDA
Ishares Msci India Index Fund

ETFs
28.2K
New
$48.59 - $52.29 $1.37M - $1.47M
28.2K $1.45M
IMFL
Invesco Ex Tr Self Indx Fd Tr
39.1K
New
$24.12 - $25.75 $943K - $1.01M
39.1K $1M
JPIE
J P Morgan Exchange Traded Fd
19.7K
New
$45.21 - $45.87 $890K - $903K
19.7K $896K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
15.2K
New
$30.02 - $33.85 $458K - $516K
15.2K $514K
PINK
Simplify Exchange Traded Fds S

ETFs
14K
New
$27.28 - $30.92 $382K - $433K
14K $432K
BBUS
J P Morgan Exchg Traded Fd

ETFs
3.62K
New
$84.37 - $94.43 $305K - $342K
3.62K $341K
DFAX
Dimensional ETF Tr
9.15K
New
$23.42 - $25.45 $214K - $233K
9.15K $232K
XPND
First Tr Exchange Traded Fd Vi
7.69K
New
$22.68 - $26.85 $174K - $207K
7.69K $204K
PMAR
Innovator U.S. Equity Power Bu

ETFs
2.85K
New
$35.51 - $36.81 $101K - $105K
2.85K $104K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.09K
New
$45.81 - $46.79 $95.8K - $97.8K
2.09K $97K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.59K
New
$54.39 - $59.89 $86.2K - $94.9K
1.59K $94K
FSLY
Fastly, Inc.

Technology
7.11K
New
$12.6 - $24.99 $89.6K - $178K
7.11K $92K
BHV
Blackrock Virginia Municipal Bond Trust

Financial Services
7.7K
New
$10.59 - $11.1 $81.5K - $85.4K
7.7K $84K
KEMX
Kraneshares Tr

ETFs
2.81K
New
$26.92 - $29.38 $75.7K - $82.6K
2.81K $82K
IAC
Iac/Inter Active Corp

Communication Services
1.5K
New
$48.61 - $57.67 $72.9K - $86.5K
1.5K $80K
AIR
Aar Corp

Industrials
1.06K
New
$57.14 - $68.8 $60.5K - $72.8K
1.06K $63K
CPER
United States Copper Index Fun

ETFs
2.27K
New
$22.95 - $25.76 $52.1K - $58.5K
2.27K $57K
AMN
Amn Healthcare Services Inc

Healthcare
920
New
$54.85 - $79.13 $50.5K - $72.8K
920 $57K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
623
New
$81.5 - $92.45 $50.8K - $57.6K
623 $57K
DAX
Global X Fds Dax Germany ETF

ETFs
1.65K
New
$29.85 - $33.53 $49.1K - $55.2K
1.65K $54K
DIDIY
Di Di Global Inc.

Technology
14.3K
New
$3.17 - $4.03 $45.4K - $57.8K
14.3K $54K
NWN
Northwest Natural Holding CO

Utilities
1.29K
New
$35.13 - $39.93 $45.4K - $51.6K
1.29K $48K
UGA
United States Gasoline Fund, LP

ETFs
664
New
$58.77 - $71.76 $39K - $47.6K
664 $47K
MCHI
Ishares Msci China ETF

ETFs
1.13K
New
$36.04 - $40.78 $40.8K - $46.2K
1.13K $45K
EWM
Ishs Msci Malaysia ETF

ETFs
2.06K
New
$20.93 - $22.13 $43.2K - $45.7K
2.06K $44K
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
1.01K
New
$41.65 - $44.89 $42K - $45.3K
1.01K $44K
EWN
Ishares Msci Netherlnds ETF

ETFs
868
New
$42.78 - $49.83 $37.1K - $43.3K
868 $42K
EWD
Ishares Inc Msci Sweden ETF

ETFs
1.07K
New
$36.24 - $41.43 $38.9K - $44.5K
1.07K $42K
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.92K
New
$20.12 - $23.1 $38.7K - $44.4K
1.92K $41K
VONE
Vanguard Russell 1000 ETF

ETFs
145
New
$212.91 - $238.32 $30.9K - $34.6K
145 $34K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
886
New
$33.86 - $37.1 $30K - $32.9K
886 $32K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
719
New
$41.54 - $42.6 $29.9K - $30.6K
719 $30K
AB
Alliancebernstein Holding L.P.

Financial Services
818
New
$30.37 - $34.75 $24.8K - $28.4K
818 $28K
CLS
Celestica Inc

Technology
457
New
$27.59 - $47.37 $12.6K - $21.6K
457 $20K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
1.15K
New
$16.41 - $18.01 $18.9K - $20.7K
1.15K $20K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
263
New
$61.94 - $80.91 $16.3K - $21.3K
263 $17K
BASE
Couchbase, Inc.

Technology
649
New
$20.41 - $29.26 $13.2K - $19K
649 $17K
FN
Fabrinet

Technology
87
New
$182.43 - $225.01 $15.9K - $19.6K
87 $16K
PLAB
Photronics Inc

Technology
544
New
$26.77 - $33.84 $14.6K - $18.4K
544 $15K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1K
New
$14.53 - $17.7 $14.5K - $17.7K
1K $15K
VRNS
Varonis Systems Inc

Technology
300
New
$42.52 - $51.98 $12.8K - $15.6K
300 $14K
CSWC
Capital Southwest Corp

Financial Services
600
New
$23.33 - $25.66 $14K - $15.4K
600 $14K
TOL
Toll Brothers, Inc.

Consumer Cyclical
100
New
$95.98 - $129.37 $9.6K - $12.9K
100 $12K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
350
New
$31.37 - $33.58 $11K - $11.8K
350 $11K
LANC
Lancaster Colony Corp

Consumer Defensive
50
New
$163.11 - $207.63 $8.16K - $10.4K
50 $10K
ENFR
Alerian Energy Infrastructure

ETFs
340
New
$22.44 - $25.43 $7.63K - $8.65K
340 $8K
GIC
Global Industrial CO

Industrials
200
New
$36.79 - $46.59 $7.36K - $9.32K
200 $8K
Activity Summary
Buys All Purchases 731 New Holdings 152 Increased Positions 579 Sells All Sells 654 Reductions 654 Sold out 0 Options Calls 0 Puts 0
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