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
HTZ
Hertz Global Holdings, Inc

Industrials
90
New
$3.65 - $8.65 $329 - $779
90 $0
BCC
Boise Cascade CO

Basic Materials
7
New
$83.96 - $102.07 $588 - $714
7 $0
AMZA
Etfis Ser Tr I

ETFs
14
New
$39.22 - $47.77 $549 - $669
14 $0
PLTK
Playtika Holding Corp.

Communication Services
126
New
$4.51 - $5.44 $568 - $685
126 $0
VUZI
Vuzix Corp

Technology
200
New
$1.59 - $3.36 $318 - $672
200 $0
CTBI
Community Trust Bancorp Inc

Financial Services
11
New
$45.64 - $53.22 $502 - $585
11 $0
PNM
Pnm Resources Inc

Utilities
10
New
N/A
10 $0
CYTK
Cytokinetics Inc

Healthcare
17
New
$29.84 - $42.92 $507 - $730
17 $0
PEN
Penumbra Inc

Healthcare
2
New
$253.22 - $299.78 $506 - $600
2 $0
Capital Grp Fixed Incm ETF T
61
New
N/A
61 $0
STEL
Stellar Bancorp Inc
41
New
N/A
41 $0
First Tr Exch Traded Fd Iii
600
New
N/A
600 $0
Tempus Ai Inc
200
New
N/A
200 $0
Mach Natural Resources LP
1.25K
New
N/A
1.25K $0
GVAL
Cambria Global Value ETF
940
New
N/A
940 $0
GIGB
Goldman Sachs ETF Access Invt
616
New
N/A
616 $0
Tidal Tr Ii
600
New
N/A
600 $0
America Movil Sab De Cv
3.01K
New
N/A
3.01K $0
Matthews Intl Fds
1.71K
New
N/A
1.71K $0
Qxo Inc
550
New
N/A
550 $0
Calamos ETF Tr
400
New
N/A
400 $0
Exchange Traded Concepts Tru
120
New
N/A
120 $0
DRS
Leonardo Drs, Inc.
70
New
N/A
70 $0
Sprott Fds Tr
254
New
N/A
254 $0
Dave Inc
13
New
N/A
13 $0
Bkv Corp
152
New
N/A
152 $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
36
New
N/A
36 $0
Invesco Exch Traded Fd Tr Ii
100
New
N/A
100 $0
Ea Series Trust
155
New
N/A
155 $0
Vestis Corporation
1K
New
N/A
1K $0
Tidal Tr Ii
300
New
N/A
300 $0
ETF Opportunities Trust
17.8K
New
N/A
17.8K $0
Rbb Fund Trust
2.65K
New
N/A
2.65K $0
Direxion Shs ETF Tr
7.38K
New
N/A
7.38K $0
WFRD
Weatherford International PLC

Energy
19
New
$39.17 - $54.26 $744 - $1.03K
19 $0
REVG
Rev Group, Inc.

Industrials
20
New
$28.82 - $47.59 $576 - $952
20 $0
RH
Rh

Consumer Cyclical
5
New
$145.66 - $249.35 $728 - $1.25K
5 $0
WLDN
Willdan Group, Inc.

Industrials
15
New
$36.9 - $62.51 $554 - $938
15 $0
AVNT
Avient Corp

Basic Materials
29
New
$28.93 - $39.01 $839 - $1.13K
29 $0
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
23
New
$39.88 - $51.49 $917 - $1.18K
23 $0
AIT
Applied Industrial Technologies Inc

Industrials
4
New
$206.03 - $243.28 $824 - $973
4 $0
AKR
Acadia Realty Trust

Real Estate
50
New
$17.49 - $21.18 $874 - $1.06K
50 $0
SCL
Stepan CO

Basic Materials
17
New
$45.26 - $56.69 $769 - $964
17 $0
Ferrovial Se
17
New
N/A
17 $0
SBSI
Southside Bancshares Inc

Financial Services
33
New
$26.49 - $29.9 $874 - $987
33 $0
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
600
New
$0.51 - $1.64 $306 - $984
600 $0
Srm Entertainment Inc
136
New
N/A
136 $0
J P Morgan Exchange Traded F
11.3K
New
N/A
11.3K $0
Tidal ETF Tr
23.3K
New
N/A
23.3K $0
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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