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
SELV
Sei Exchange Traded Fds Enhanc

ETFs
3.04K
New
$28.96 - $30.87 $88K - $93.8K
3.04K $88K
HRB
H&R Block Inc

Consumer Cyclical
1.41K
New
$52.14 - $63.36 $73.7K - $89.5K
1.41K $74K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
3.25K
New
$19.82 - $21.55 $64.4K - $70K
3.25K $64K
JRS
Nuveen Real Estate Income Fund

Financial Services
6.05K
New
$8.09 - $9.64 $49K - $58.3K
6.05K $52K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
674
New
$70.54 - $79.61 $47.5K - $53.7K
674 $51K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.28K
New
$38.63 - $39.95 $49.4K - $51.1K
1.28K $50K
RRC
Range Resources Corp

Energy
1.28K
New
$29.77 - $36.41 $38.2K - $46.8K
1.28K $46K
JPUS
Jpmorgan Diversified Return Us

ETFs
410
New
$114.05 - $123.77 $46.8K - $50.7K
410 $46K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
1.58K
New
$27.48 - $32.37 $43.3K - $51K
1.58K $45K
VVR
Invesco Senior Income Trust

Financial Services
10.7K
New
$3.83 - $4.07 $41K - $43.6K
10.7K $42K
ZM
Zoom Video Communications, Inc.

Technology
484
New
$67.21 - $89.03 $32.5K - $43.1K
484 $39K
FTGC
First Trust Global Tactical CO

ETFs
1.47K
New
$23.23 - $24.25 $34.2K - $35.7K
1.47K $35K
HLN
Haleon PLC

Healthcare
3.64K
New
$9.23 - $10.71 $33.6K - $39K
3.64K $34K
MNST
Monster Beverage Corp

Consumer Defensive
632
New
$49.24 - $56.38 $31.1K - $35.6K
632 $33K
CSTM
Constellium Se

Basic Materials
3K
New
$9.97 - $16.45 $29.9K - $49.4K
3K $30K
ELS
Equity Lifestyle Properties Inc

Real Estate
450
New
$66.06 - $72.51 $29.7K - $32.6K
450 $29K
JSML
Janus Detroit Str Tr Henderson

ETFs
443
New
$63.67 - $73.6 $28.2K - $32.6K
443 $29K
YYY
Amplify ETF Tr High Income ETF

ETFs
2.48K
New
$11.52 - $12.3 $28.5K - $30.5K
2.48K $28K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.29K
New
$12.1 - $13.52 $27.7K - $30.9K
2.29K $28K
PFFA
Etfis Ser Tr I

ETFs
1.3K
New
$21.82 - $23.21 $28.4K - $30.2K
1.3K $28K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
2.28K
New
$11.91 - $14.14 $27.1K - $32.2K
2.28K $27K
BIT
Black Rock Multi Sector Income Trust

Financial Services
1.84K
New
$14.25 - $15.15 $26.1K - $27.8K
1.84K $26K
STLA
Stellantis N.V.

Consumer Cyclical
2K
New
$12.37 - $13.99 $24.7K - $28K
2K $26K
CORN
Teucrium Commodity Trust

ETFs
1.37K
New
$17.57 - $18.78 $24.1K - $25.8K
1.37K $25K
ESTC
Elastic N.V.

Technology
253
New
$75.01 - $116.22 $19K - $29.4K
253 $25K
APLD
Applied Blockchain, Inc.

Financial Services
3.13K
New
$5.97 - $10.68 $18.7K - $33.4K
3.13K $23K
JKHY
Henry Jack & Associates Inc

Technology
132
New
$171.12 - $186.18 $22.6K - $24.6K
132 $23K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
290
New
$77.43 - $89.47 $22.5K - $25.9K
290 $22K
JOBY
Joby Aviation, Inc.

Industrials
2.8K
New
$4.8 - $9.16 $13.4K - $25.6K
2.8K $22K
RZV
Invesco Fd Tr

ETFs
200
New
$105.77 - $119.36 $21.2K - $23.9K
200 $22K
PNR
Pentair PLC

Industrials
213
New
$95.0 - $109.21 $20.2K - $23.3K
213 $21K
UTHR
United Therapeutics Corp

Healthcare
60
New
$348.66 - $410.0 $20.9K - $24.6K
60 $21K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
520
New
$35.35 - $38.58 $18.4K - $20.1K
520 $19K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
1.44K
New
$13.12 - $14.37 $18.9K - $20.7K
1.44K $19K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
300
New
$64.28 - $76.45 $19.3K - $22.9K
300 $19K
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.11K
New
$17.14 - $18.44 $19K - $20.5K
1.11K $19K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
217
New
$83.21 - $88.08 $18.1K - $19.1K
217 $18K
RTO
Rentokil Initial PLC

Industrials
694
New
$22.92 - $26.98 $15.9K - $18.7K
694 $17K
PR
Permian Resources Corporation

Energy
1.19K
New
$13.41 - $16.21 $16K - $19.4K
1.19K $17K
X
United States Steel Corp

Basic Materials
500
New
$30.14 - $42.31 $15.1K - $21.2K
500 $16K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.39K
New
$9.95 - $12.23 $13.8K - $17K
1.39K $16K
RUM
Rumble Inc.

Technology
1.29K
New
$5.18 - $16.27 $6.7K - $21.1K
1.29K $16K
MAA
Mid America Apartment Communities Inc.

Real Estate
102
New
$149.17 - $165.2 $15.2K - $16.9K
102 $15K
WDS
Woodside Energy Group LTD

Energy
990
New
$14.38 - $18.32 $14.2K - $18.1K
990 $15K
ACHR
Archer Aviation Inc.

Industrials
1.44K
New
$2.94 - $11.33 $4.24K - $16.3K
1.44K $14K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
115
New
$101.51 - $140.63 $11.7K - $16.2K
115 $14K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
850
New
$17.41 - $19.29 $14.8K - $16.4K
850 $14K
ADC
Agree Realty Corp

Real Estate
183
New
$69.44 - $77.65 $12.7K - $14.2K
183 $12K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
300
New
$40.18 - $41.59 $12.1K - $12.5K
300 $12K
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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