Geneos Wealth Management Inc. New Holdings in Q1 2025

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TKR
Timken CO

Industrials
94
New
$69.85 - $83.79 $6.57K - $7.88K
94 $6K
ALKS
Alkermes Plc.

Healthcare
201
New
$28.08 - $36.0 $5.64K - $7.24K
201 $6K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
242
New
$25.9 - $31.26 $6.27K - $7.56K
242 $6K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
267
New
$23.24 - $28.11 $6.21K - $7.51K
267 $6K
PCTY
Paylocity Holding Corp

Technology
33
New
$183.21 - $217.86 $6.05K - $7.19K
33 $6K
WTS
Watts Water Technologies Inc

Industrials
30
New
$195.28 - $224.67 $5.86K - $6.74K
30 $6K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
56
New
$96.27 - $116.36 $5.39K - $6.52K
56 $6K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
432
New
$15.77 - $17.14 $6.81K - $7.4K
432 $6K
BCAT
Black Rock Capital Allocation Trust

ETFs
463
New
$14.35 - $15.88 $6.64K - $7.35K
463 $6K
TME
Tencent Music Entertainment Group

Communication Services
413
New
$10.28 - $15.09 $4.25K - $6.23K
413 $5K
ESI
Element Solutions Inc

Basic Materials
247
New
$22.61 - $27.55 $5.58K - $6.8K
247 $5K
NEU
Newmarket Corp

Basic Materials
9
New
$482.93 - $570.11 $4.35K - $5.13K
9 $5K
ESAB
Esab Corp

Industrials
39
New
$115.08 - $131.54 $4.49K - $5.13K
39 $4K
SVC
Service Properties Trust

Real Estate
1.8K
New
$2.38 - $2.99 $4.27K - $5.37K
1.8K $4K
BRO
Brown & Brown, Inc.

Financial Services
36
New
$100.54 - $124.4 $3.62K - $4.48K
36 $4K
PATK
Patrick Industries Inc

Consumer Cyclical
59
New
$82.13 - $97.92 $4.85K - $5.78K
59 $4K
NSSC
Napco Security Technologies, Inc

Industrials
193
New
$23.02 - $37.2 $4.44K - $7.18K
193 $4K
IBKR
Interactive Brokers Group, Inc.

Financial Services
26
New
$161.03 - $235.53 $4.19K - $6.12K
26 $4K
EXP
Eagle Materials Inc

Basic Materials
19
New
$207.49 - $262.13 $3.94K - $4.98K
19 $4K
ACA
Arcosa, Inc.

Industrials
54
New
$77.12 - $103.53 $4.16K - $5.59K
54 $4K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
522
New
$7.97 - $8.55 $4.16K - $4.46K
522 $4K
FBP
First Bancorp

Financial Services
189
New
$17.43 - $21.08 $3.29K - $3.98K
189 $3K
WAT
Waters Corp

Healthcare
10
New
$362.16 - $417.28 $3.62K - $4.17K
10 $3K
BFH
Bread Financial Holdings, Inc.

Financial Services
69
New
$46.51 - $65.07 $3.21K - $4.49K
69 $3K
NVST
Envista Holdings Corp

Healthcare
197
New
$16.25 - $22.15 $3.2K - $4.36K
197 $3K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
53
New
$63.82 - $127.89 $3.38K - $6.78K
53 $3K
NOVT
Novanta Inc

Technology
24
New
N/A
24 $3K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
33
New
$93.32 - $95.35 $3.08K - $3.15K
33 $3K
ROG
Rogers Corp

Technology
47
New
$67.53 - $102.68 $3.17K - $4.83K
47 $3K
ALKT
Alkami Technology, Inc.

Technology
128
New
$23.76 - $37.53 $3.04K - $4.8K
128 $3K
ASND
Ascendis Pharma A/S

Healthcare
17
New
$119.49 - $168.84 $2.03K - $2.87K
17 $2K
OSIS
Osi Systems Inc

Technology
15
New
$153.35 - $219.6 $2.3K - $3.29K
15 $2K
GATX
Gatx Corp

Industrials
18
New
$149.94 - $167.38 $2.7K - $3.01K
18 $2K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
200
New
$11.67 - $16.75 $2.33K - $3.35K
200 $2K
ITRI
Itron, Inc.

Technology
23
New
$92.6 - $110.29 $2.13K - $2.54K
23 $2K
AVT
Avnet Inc

Technology
50
New
$46.61 - $54.65 $2.33K - $2.73K
50 $2K
ENVA
Enova International, Inc.

Financial Services
24
New
$87.18 - $116.49 $2.09K - $2.8K
24 $2K
BSAC
Banco Santander Chile

Financial Services
101
New
$18.24 - $23.57 $1.84K - $2.38K
101 $2K
MTH
Meritage Homes Corp

Consumer Cyclical
32
New
$69.41 - $152.01 $2.22K - $4.86K
32 $2K
CNMD
Conmed Corp

Healthcare
31
New
$57.6 - $74.0 $1.79K - $2.29K
31 $1K
FTDR
Frontdoor, Inc.

Consumer Cyclical
47
New
$37.07 - $62.39 $1.74K - $2.93K
47 $1K
ONTO
Onto Innovation Inc.

Technology
16
New
$121.34 - $224.5 $1.94K - $3.59K
16 $1K
VAL
Valaris LTD

Energy
50
New
$32.85 - $49.52 $1.64K - $2.48K
50 $1K
FRT
Federal Realty Investment Trust

Real Estate
18
New
$94.7 - $111.82 $1.7K - $2.01K
18 $1K
SRRK
Scholar Rock Holding Corp

Healthcare
54
New
$32.15 - $45.55 $1.74K - $2.46K
54 $1K
PRG
Prog Holdings, Inc.

Industrials
41
New
$25.94 - $43.82 $1.06K - $1.8K
41 $1K
IVR
Invesco Mortgage Capital Inc.

Real Estate
219
New
$7.6 - $8.96 $1.66K - $1.96K
219 $1K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
63
New
$16.23 - $22.23 $1.02K - $1.4K
63 $1K
TEX
Terex Corp

Industrials
30
New
$37.65 - $48.97 $1.13K - $1.47K
30 $1K
Activity Summary
Buys All Purchases 447 New Holdings 211 Increased Positions 236 Sells All Sells 1843 Reductions 1843 Sold out 0 Options Calls 0 Puts 0
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