Geneos Wealth Management Inc. New Holdings in Q4 2024

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
13.7K
New
$485.52 - $625.25 $6.64M - $8.56M
13.7K $6.92M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
126K
New
$48.48 - $49.47 $6.09M - $6.21M
126K $6.11M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
147K
New
$26.16 - $28.82 $3.85M - $4.24M
147K $3.85M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
29.7K
New
$123.69 - $133.68 $3.68M - $3.97M
29.7K $3.72M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
93K
New
$30.04 - $32.01 $2.79M - $2.98M
93K $2.92M
PG
Procter & Gamble CO

Consumer Defensive
17.3K
New
$161.05 - $179.7 $2.79M - $3.11M
17.3K $2.9M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
194K
New
$11.14 - $20.2 $2.16M - $3.92M
194K $2.79M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
44K
New
$53.94 - $58.15 $2.37M - $2.56M
44K $2.48M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
46.1K
New
$40.0 - $52.93 $1.84M - $2.44M
46.1K $1.86M
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
110K
New
$14.56 - $16.65 $1.6M - $1.83M
110K $1.8M
FYX
First Tr Small Cap Core Alphad

ETFs
16.3K
New
$96.51 - $110.53 $1.57M - $1.8M
16.3K $1.65M
ARGT
Global X Msci Argentina ETF

ETFs
19.3K
New
$66.16 - $88.28 $1.28M - $1.7M
19.3K $1.6M
KCE
Spdr S&P Capital Markets ETF

ETFs
11.5K
New
$124.2 - $148.51 $1.43M - $1.7M
11.5K $1.58M
AMD
Advanced Micro Devices Inc

Technology
12.8K
New
$118.88 - $172.8 $1.52M - $2.21M
12.8K $1.55M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
17.6K
New
$47.29 - $84.74 $831K - $1.49M
17.6K $1.31M
DINT
Davis Fundamental ETF Tr

ETFs
53.6K
New
$21.84 - $25.69 $1.17M - $1.38M
53.6K $1.17M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
29.4K
New
$35.84 - $41.12 $1.05M - $1.21M
29.4K $1.14M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
18.8K
New
$59.74 - $60.03 $1.13M - $1.13M
18.8K $1.13M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
32.9K
New
$32.51 - $34.98 $1.07M - $1.15M
32.9K $1.09M
TJX
Tjx Companies Inc

Consumer Cyclical
5.78K
New
$112.15 - $127.2 $648K - $735K
5.78K $697K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
11.3K
New
$58.46 - $65.6 $659K - $740K
11.3K $659K
FPE
First Tr Pfd Secs & Income ETF

ETFs
34.4K
New
$17.65 - $18.18 $608K - $626K
34.4K $609K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
16K
New
$34.1 - $36.82 $545K - $588K
16K $558K
CLOI
Vaneck ETF Tr

ETFs
9.58K
New
$52.7 - $53.15 $505K - $509K
9.58K $505K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.99K
New
$40.38 - $44.35 $403K - $443K
9.99K $408K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.65K
New
$50.06 - $55.0 $383K - $421K
7.65K $384K
SCCO
Southern Copper Corp

Basic Materials
3.38K
New
$91.13 - $117.95 $308K - $398K
3.38K $307K
BSCU
Invesco Exc Self Ind Tr

ETFs
18.4K
New
$16.32 - $16.99 $300K - $313K
18.4K $301K
FCX
Freeport Mcmoran Inc

Basic Materials
7.3K
New
$38.08 - $50.82 $278K - $371K
7.3K $278K
MTB
M&T Bank Corp

Financial Services
1.38K
New
$172.48 - $221.95 $238K - $306K
1.38K $259K
PRK
Park National Corp

Financial Services
1.51K
New
$160.0 - $206.49 $242K - $312K
1.51K $259K
NI
Nisource Inc.

Utilities
6.7K
New
$33.74 - $38.25 $226K - $256K
6.7K $246K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
9.44K
New
$21.68 - $22.16 $205K - $209K
9.44K $204K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
9.34K
New
$20.68 - $23.73 $193K - $222K
9.34K $195K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.24K
New
$35.32 - $44.84 $185K - $235K
5.24K $194K
SMBK
Smartfinancial Inc.

Financial Services
6.21K
New
$28.3 - $36.86 $176K - $229K
6.21K $192K
BMO
Bank Of Montreal

Financial Services
1.97K
New
$89.75 - $103.39 $177K - $204K
1.97K $191K
COPX
Global X Copper Miners ETF

ETFs
5.03K
New
$38.17 - $48.57 $192K - $244K
5.03K $191K
FNF
Fidelity National Financial, Inc.

Financial Services
3.26K
New
$55.19 - $63.83 $180K - $208K
3.26K $182K
IGIC
International General Insurance Holdings Ltd.

Financial Services
7.45K
New
$18.49 - $26.6 $138K - $198K
7.45K $177K
FANG
Diamondback Energy, Inc.

Energy
983
New
$153.06 - $199.5 $150K - $196K
983 $161K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
4.38K
New
$30.22 - $34.08 $132K - $149K
4.38K $149K
CDC
Victory Portfolios Ii Shs Inco

ETFs
2.35K
New
$61.65 - $67.55 $145K - $159K
2.35K $147K
SPG
Simon Property Group Inc

Real Estate
850
New
$167.23 - $183.84 $142K - $156K
850 $146K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
2.82K
New
$50.81 - $51.59 $143K - $146K
2.82K $144K
CBU
Community Bank System, Inc.

Financial Services
2.29K
New
$56.38 - $71.45 $129K - $163K
2.29K $140K
AR
Antero Resources Corp

Energy
3.68K
New
$25.54 - $35.52 $94.1K - $131K
3.68K $129K
WBD
Warner Bros. Discovery, Inc.

Communication Services
11.4K
New
$7.33 - $12.37 $83.3K - $141K
11.4K $120K
MKC
Mccormick & CO Inc

Consumer Defensive
1.48K
New
$73.97 - $84.09 $109K - $124K
1.48K $112K
Activity Summary
Buys All Purchases 1316 New Holdings 457 Increased Positions 859 Sells All Sells 741 Reductions 741 Sold out 0 Options Calls 0 Puts 0
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