Geneos Wealth Management Inc. Reduced Holdings in Q2 2025

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESTA
Establishment Labs Holdings Inc.

Healthcare
-10
- 4.55%
$27.31 - $42.71 $273 - $427
210 $8K
Reddit Inc
-283
- 76.69%
N/A
86 $0
Dimensional ETF Trust
-110
- 2.0%
N/A
5.39K $0
Cooper Cos Inc
-35
- 16.75%
N/A
174 $0
MFG
Mizuho Financial Group Inc

Financial Services
-37
- 2.18%
$4.25 - $5.66 $157 - $209
1.66K $9K
APO
Apollo Global Management, Inc.

Financial Services
-2
- 4.35%
$108.68 - $145.07 $217 - $290
44 $6K
PPT
Putnam Premier Income Trust

Financial Services
-30
- 0.89%
$3.45 - $3.71 $104 - $111
3.36K $12K
QTWO
Q2 Holdings, Inc.

Technology
-19
- 15.7%
$68.72 - $95.27 $1.31K - $1.81K
102 $9K
RTM
Invesco S&P 500 Equal Weight M

ETFs
-1.7K
- 85.0%
N/A
300 $0
Healthcare Rlty Tr
-1.3K
- 5.52%
N/A
22.3K $0
HLMN
Hillman Solutions Corp.

Industrials
-7
- 4.22%
$6.66 - $8.99 $46.6 - $62.9
159 $1K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-19
- 20.65%
$9.99 - $16.97 $190 - $322
73 $1K
Armour Residential Reit Inc
-31
- 29.81%
N/A
73 $0
IVZ
Invesco Ltd.

Financial Services
-3
- 3.49%
$12.14 - $15.77 $36.4 - $47.3
83 $1K
EVR
Evercore Inc.

Financial Services
-15
- 28.3%
$163.77 - $271.5 $2.46K - $4.07K
38 $10K
HWC
Hancock Whitney Corp

Financial Services
-3
- 11.54%
$46.05 - $58.03 $138 - $174
23 $1K
THO
Thor Industries Inc

Consumer Cyclical
-9
- 37.5%
$64.83 - $89.72 $583 - $807
15 $1K
Qiagen Nv
-90
- 12.66%
N/A
621 $0
DWAC
Digital World Acquisition Corp.

Financial Services
-1
- 0.06%
N/A
1.65K $0
Lazard Inc
-337
- 16.79%
N/A
1.67K $0
Nuveen Global High Income Fd
-161
- 6.63%
N/A
2.27K $0
Oaktree Specialty Lending CO
-258
- 4.21%
N/A
5.87K $0
CNMD
Conmed Corp

Healthcare
-5
- 16.13%
$47.66 - $60.73 $238 - $304
26 $1K
MEDP
Medpace Holdings, Inc.

Healthcare
-2
- 2.13%
$277.23 - $315.28 $554 - $631
92 $28K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-250
- 8.33%
N/A
2.75K $0
ACHC
Acadia Healthcare Company, Inc.

Healthcare
-3
- 4.69%
$20.6 - $29.93 $61.8 - $89.8
61 $1K
TFSL
Tfs Financial Corp

Financial Services
-9
- 7.69%
$11.62 - $13.54 $105 - $122
108 $1K
PRVA
Privia Health Group, Inc.

Healthcare
-1
- 2.04%
$21.48 - $25.07 $21.5 - $25.1
48 $1K
Natwest Group PLC
-42
- 0.91%
N/A
4.55K $0
FFIN
First Financial Bankshares Inc

Financial Services
-5
- 0.28%
$31.3 - $37.48 $157 - $187
1.76K $63K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-67
- 11.2%
$65.04 - $82.18 $4.36K - $5.51K
531 $43K
Vesta Real Estate Corp
-1
- 4.0%
N/A
24 $0
Amalgamated Financial Corp
-10
- 29.41%
N/A
24 $0
NOV
Nov Inc.

Energy
-4
- 6.15%
$11.11 - $15.41 $44.4 - $61.6
61 $0
MT
Arcelor Mittal

Basic Materials
-135
- 8.26%
$23.47 - $31.65 $3.17K - $4.27K
1.5K $47K
Curbline Pptys Corp
-8
- 18.18%
N/A
36 $0
Flagstar Financial Inc
-99
- 2.55%
N/A
3.78K $0
Spdr Index Shs Fds
-159
- 20.57%
N/A
614 $0
Grayscale Ethereum Trust ETF
-96
- 3.63%
N/A
2.55K $0
Atlassian Corporation
-16
- 8.12%
N/A
181 $0
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-19
- 1.45%
$0.54 - $0.87 $10.3 - $16.5
1.29K $0
BLNK
Blink Charging Co.

Industrials
-100
- 9.35%
$0.66 - $1.01 $66 - $101
970 $0
First Tr Exchng Traded Fd Vi
-700
- 11.15%
N/A
5.58K $0
Trust For Professional Manag
-565
- 24.18%
N/A
1.77K $0
GRFS
Grifols Sa

Healthcare
-4
- 3.51%
$6.49 - $9.09 $26 - $36.4
110 $0
Siriusxm Holdings Inc
-358
- 19.5%
N/A
1.48K $0
CAC
Camden National Corp

Financial Services
-2
- 6.9%
$36.35 - $41.49 $72.7 - $83
27 $1K
ACMR
Acm Research, Inc.

Technology
-1
- 1.79%
$18.33 - $26.51 $18.3 - $26.5
55 $1K
Simplify Exchange Traded Fun
-27.3K
- 99.89%
N/A
30 $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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