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
WMS
Advanced Drainage Systems, Inc.

Industrials
100
New
$114.63 - $163.52 $11.5K - $16.4K
100 $11K
DC
Dakota Gold Corp.

Basic Materials
5.14K
New
$2.08 - $2.51 $10.7K - $12.9K
5.14K $11K
BFH
Bread Financial Holdings, Inc.

Financial Services
195
New
$46.5 - $66.38 $9.07K - $12.9K
195 $11K
FBNC
First Bancorp

Financial Services
246
New
$40.32 - $49.2 $9.92K - $12.1K
246 $10K
DCTH
Delcath Systems, Inc.

Healthcare
923
New
$8.32 - $12.64 $7.68K - $11.7K
923 $10K
INOD
Innodata Inc

Technology
265
New
$15.45 - $46.23 $4.09K - $12.3K
265 $10K
RDN
Radian Group Inc

Financial Services
299
New
$31.67 - $35.84 $9.47K - $10.7K
299 $9K
MKTX
Marketaxess Holdings Inc

Financial Services
40
New
$225.3 - $293.66 $9.01K - $11.7K
40 $9K
UGL
Pro Shares Trust Ii

ETFs
100
New
$89.87 - $106.93 $8.99K - $10.7K
100 $9K
SMLR
Semler Scientific, Inc.

Healthcare
150
New
$22.48 - $74.73 $3.37K - $11.2K
150 $8K
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
687
New
$12.22 - $13.71 $8.4K - $9.42K
687 $8K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
232
New
$35.71 - $38.39 $8.28K - $8.91K
232 $8K
STEP
Step Stone Group Inc.

Financial Services
150
New
$57.28 - $69.32 $8.59K - $10.4K
150 $8K
NBTB
Nbt Bancorp Inc

Financial Services
183
New
$42.64 - $52.33 $7.8K - $9.58K
183 $8K
CR
Crane Holdings, Co.

Industrials
59
New
$148.97 - $184.96 $8.79K - $10.9K
59 $8K
CNS
Cohen & Steers, Inc.

Financial Services
86
New
$90.53 - $106.6 $7.79K - $9.17K
86 $7K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
645
New
$9.77 - $10.51 $6.3K - $6.78K
645 $6K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
200
New
$28.6 - $34.92 $5.72K - $6.98K
200 $6K
STRL
Sterling Construction CO Inc

Industrials
39
New
$142.94 - $199.03 $5.57K - $7.76K
39 $6K
BBAX
J P Morgan Betabuilders Develo

ETFs
114
New
$48.75 - $54.36 $5.56K - $6.2K
114 $5K
GMAB
Genmab A/S

Healthcare
244
New
$20.02 - $24.15 $4.88K - $5.89K
244 $5K
RMBS
Rambus Inc

Technology
100
New
$40.13 - $59.14 $4.01K - $5.91K
100 $5K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
82
New
$70.12 - $75.48 $5.75K - $6.19K
82 $5K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
93
New
$55.42 - $61.69 $5.15K - $5.74K
93 $5K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
164
New
$31.59 - $32.95 $5.18K - $5.4K
164 $5K
ALKT
Alkami Technology, Inc.

Technology
158
New
$31.06 - $42.22 $4.91K - $6.67K
158 $5K
QDEL
Quidel Ortho Corp

Healthcare
128
New
$36.18 - $44.84 $4.63K - $5.74K
128 $5K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
269
New
$16.06 - $16.92 $4.32K - $4.55K
269 $4K
SMMT
Summit Therapeutics Inc.

Healthcare
235
New
$17.52 - $23.46 $4.12K - $5.51K
235 $4K
DVA
Davita Inc.

Healthcare
32
New
$139.81 - $167.96 $4.47K - $5.37K
32 $4K
SEB
Seaboard Corp

Industrials
2
New
$2390.98 - $3163.38 $4.78K - $6.33K
2 $4K
KWR
Quaker Chemical Corp

Basic Materials
30
New
$137.52 - $180.36 $4.13K - $5.41K
30 $4K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
344
New
$13.32 - $14.34 $4.58K - $4.93K
344 $4K
SPXC
Spx Corp

Industrials
28
New
$143.2 - $181.56 $4.01K - $5.08K
28 $4K
UWMC
Uwm Holdings Corp

Financial Services
759
New
$5.65 - $8.33 $4.29K - $6.32K
759 $4K
CRDO
Credo Technology Group Holding LTD

Technology
67
New
$30.16 - $77.25 $2.02K - $5.18K
67 $4K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
157
New
$24.76 - $27.53 $3.89K - $4.32K
157 $4K
INSM
Insmed Inc

Healthcare
54
New
$66.29 - $76.63 $3.58K - $4.14K
54 $3K
EWX
Spdr S&P Emerging Markets Smal

ETFs
64
New
$58.61 - $64.79 $3.75K - $4.15K
64 $3K
TME
Tencent Music Entertainment Group

Communication Services
282
New
$10.67 - $13.73 $3.01K - $3.87K
282 $3K
PATK
Patrick Industries Inc

Consumer Cyclical
37
New
$82.71 - $146.16 $3.06K - $5.41K
37 $3K
SYM
Symbotic Inc.

Financial Services
128
New
$22.73 - $38.78 $2.91K - $4.96K
128 $3K
PCTY
Paylocity Holding Corp

Technology
19
New
$162.14 - $213.79 $3.08K - $4.06K
19 $3K
TOST
Toast, Inc.

Technology
79
New
$27.43 - $43.54 $2.17K - $3.44K
79 $2K
PJT
Pjt Partners Inc.

Financial Services
18
New
$132.4 - $167.36 $2.38K - $3.01K
18 $2K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
269
New
$10.38 - $11.36 $2.79K - $3.06K
269 $2K
FAAR
First Trust Vii Alternative Ab

ETFs
88
New
$27.44 - $28.42 $2.41K - $2.5K
88 $2K
BILL
Bill.Com Holdings, Inc.

Technology
29
New
$51.23 - $97.41 $1.49K - $2.82K
29 $2K
SRRK
Scholar Rock Holding Corp

Healthcare
54
New
$7.07 - $45.73 $382 - $2.47K
54 $2K
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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