Geneos Wealth Management Inc. New Holdings in Q2 2025

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
120K
New
$53.27 - $54.27 $6.39M - $6.51M
120K $6.45M
EWP
Ishares Inc Msci Spain ETF

ETFs
35.2K
New
$34.15 - $44.03 $1.2M - $1.55M
35.2K $1.55M
EWK
Ishares Inc Msci Belgium ETF

ETFs
68.1K
New
$18.27 - $22.45 $1.24M - $1.53M
68.1K $1.5M
NBTB
Nbt Bancorp Inc

Financial Services
21.3K
New
$38.62 - $44.8 $823K - $955K
21.3K $885K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
35.3K
New
$9.74 - $10.75 $344K - $379K
35.3K $378K
ILDR
First Tr Exchange Traded Fd Vi
5.1K
New
$20.6 - $29.43 $105K - $150K
5.1K $150K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.47K
New
$88.49 - $92.4 $130K - $135K
1.47K $135K
FSMO
Fidelity Covington Tr

ETFs
3.72K
New
N/A
3.72K $97K
TWST
Twist Bioscience Corp

Healthcare
2.65K
New
$28.16 - $40.27 $74.6K - $107K
2.65K $97K
BTEGF
Baytex Energy Corp.

Energy
13.4K
New
N/A
13.4K $48K
EWZS
Ishares Msci Brazil Small Cap

ETFs
3.53K
New
$9.92 - $13.26 $35K - $46.8K
3.53K $46K
CPER
United States Copper Index Fun

ETFs
1.46K
New
$25.72 - $31.7 $37.7K - $46.4K
1.46K $46K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
1.45K
New
$26.82 - $30.48 $38.9K - $44.2K
1.45K $44K
ATRC
Atri Cure, Inc.

Healthcare
1.14K
New
$29.07 - $34.94 $33K - $39.7K
1.14K $37K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
476
New
$60.21 - $75.37 $28.7K - $35.9K
476 $35K
ECC
Eagle Point Credit CO Inc.

Financial Services
4.28K
New
$6.94 - $8.31 $29.7K - $35.5K
4.28K $32K
ESTC
Elastic N.V.

Technology
363
New
$73.36 - $94.17 $26.6K - $34.2K
363 $30K
DIOD
Diodes Inc

Technology
564
New
$34.26 - $52.89 $19.3K - $29.8K
564 $29K
CRS
Carpenter Technology Corp

Industrials
102
New
$151.3 - $276.38 $15.4K - $28.2K
102 $28K
IGHG
Proshares Investment Grade Int

ETFs
350
New
$74.89 - $78.35 $26.2K - $27.4K
350 $27K
SCM
Stellus Capital Investment Corp

Financial Services
1.8K
New
$11.69 - $14.03 $21K - $25.2K
1.8K $25K
FLGB
Franklin Templeton ETF Tr

ETFs
806
New
$25.34 - $31.3 $20.4K - $25.2K
806 $24K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.03K
New
$22.43 - $23.23 $23K - $23.9K
1.03K $23K
KIO
Kkr Income Opportunities Fund

Financial Services
1.83K
New
$10.99 - $12.56 $20.1K - $23K
1.83K $22K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
255
New
$66.94 - $88.47 $17.1K - $22.6K
255 $21K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
307
New
$64.31 - $75.93 $19.7K - $23.3K
307 $20K
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
382
New
$49.62 - $49.88 $19K - $19.1K
382 $19K
CMBS
Ishares Cmbs ETF

ETFs
386
New
$47.54 - $48.72 $18.4K - $18.8K
386 $18K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
1.57K
New
$9.72 - $10.39 $15.3K - $16.3K
1.57K $15K
SKYX
Skyx Platforms Corp.

Industrials
13.5K
New
$0.91 - $1.5 $12.3K - $20.3K
13.5K $14K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
518
New
$23.33 - $24.01 $12.1K - $12.4K
518 $12K
FLJP
Franklin Templeton ETF Tr

ETFs
389
New
$26.35 - $32.28 $10.3K - $12.6K
389 $12K
ISCB
International Speedway Corp

ETFs
189
New
$47.12 - $58.28 $8.91K - $11K
189 $11K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
290
New
$29.41 - $37.21 $8.53K - $10.8K
290 $10K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
400
New
$24.66 - $25.17 $9.86K - $10.1K
400 $10K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
919
New
$10.66 - $11.83 $9.8K - $10.9K
919 $10K
RFDI
First Trust ETF Iii Riverfront

ETFs
150
New
$58.95 - $73.36 $8.84K - $11K
150 $10K
AGZ
Ishares Agency Bond ETF

ETFs
91
New
$108.32 - $109.92 $9.86K - $10K
91 $9K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
852
New
$11.19 - $11.84 $9.53K - $10.1K
852 $9K
PAYO
Payoneer Global Inc.

Technology
1.3K
New
$5.9 - $7.55 $7.67K - $9.82K
1.3K $8K
MLPA
Global X Mlp ETF

ETFs
151
New
$46.47 - $54.16 $7.02K - $8.18K
151 $7K
EIC
Eagle Point Income CO Inc.

N/A
572
New
$12.8 - $15.19 $7.32K - $8.69K
572 $7K
VKQ
Invesco Municipal Trust

Financial Services
687
New
$9.02 - $9.76 $6.2K - $6.71K
687 $6K
KEP
Korea Electric Power Corp

Utilities
468
New
$7.24 - $14.63 $3.39K - $6.85K
468 $6K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
194
New
N/A
194 $6K
OCCI
Ofs Credit Company, Inc.

Financial Services
1.11K
New
$5.64 - $6.8 $6.26K - $7.55K
1.11K $6K
IONS
Ionis Pharmaceuticals Inc

Healthcare
139
New
$25.51 - $40.0 $3.55K - $5.56K
139 $5K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
200
New
$23.87 - $29.82 $4.77K - $5.96K
200 $5K
TIGO
Millicom International Cellular Sa

Communication Services
120
New
$26.95 - $38.28 $3.23K - $4.59K
120 $4K
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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