Geneos Wealth Management Inc. Reduced Holdings in Q4 2024

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TYL
Tyler Technologies Inc

Technology
-3
- 9.38%
$576.64 - $635.69 $1.73K - $1.91K
29 $16K
MNDY
Monday.Com Ltd.

Technology
-2
- 6.06%
$224.69 - $324.31 $449 - $649
31 $7K
UTZ
Utz Brands, Inc.

Consumer Defensive
-81
- 19.24%
$15.46 - $18.02 $1.25K - $1.46K
340 $5K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
-182
- 81.25%
$9.31 - $15.95 $1.69K - $2.9K
42 $0
REXR
Rexford Industrial Realty, Inc.

Real Estate
-10
- 9.35%
$37.97 - $49.45 $380 - $495
97 $3K
FAF
First American Financial Corp

Financial Services
-29
- 52.73%
$61.55 - $70.63 $1.78K - $2.05K
26 $1K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
-163
- 15.26%
$10.12 - $10.87 $1.65K - $1.77K
905 $9K
STM
St Microelectronics N.V.

Technology
-24
- 13.56%
$24.48 - $28.92 $588 - $694
153 $3K
SCVL
Shoe Carnival Inc

Consumer Cyclical
-3
- 1.76%
$32.69 - $41.93 $98.1 - $126
167 $5K
ATHM
Autohome Inc.

Communication Services
-12
- 7.27%
$25.95 - $34.44 $311 - $413
153 $3K
BYND
Beyond Meat, Inc.

Consumer Defensive
-170
- 36.32%
$3.41 - $6.71 $580 - $1.14K
298 $1K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-6
- 0.43%
$8.43 - $9.68 $50.6 - $58.1
1.4K $11K
SU
Suncor Energy Inc

Energy
-6
- 0.82%
$34.5 - $41.53 $207 - $249
727 $25K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
-101
- 4.37%
$12.32 - $13.02 $1.24K - $1.32K
2.21K $27K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-129
- 1.74%
$14.28 - $14.81 $1.84K - $1.91K
7.28K $104K
QS
Quantum Scape Corp

Consumer Cyclical
-240
- 18.25%
$4.73 - $6.5 $1.14K - $1.56K
1.08K $5K
CASY
Caseys General Stores Inc

Consumer Cyclical
-10
- 10.99%
$366.65 - $427.88 $3.67K - $4.28K
81 $32K
RGA
Reinsurance Group Of America Inc

Financial Services
-3
- 0.9%
$201.26 - $231.95 $604 - $696
330 $70K
MKSI
Mks Instruments Inc

Technology
-1
- 0.23%
$98.56 - $117.93 $98.6 - $118
435 $45K
GWW
W.W. Grainger, Inc.

Industrials
-3
- 3.95%
$1023.06 - $1220.93 $3.07K - $3.66K
73 $76K
BGT
Blackrock Floating Rate Income Trust

Financial Services
-150
- 2.91%
$12.69 - $13.4 $1.9K - $2.01K
5K $64K
ATO
Atmos Energy Corp

Utilities
-3
- 0.58%
$136.41 - $151.43 $409 - $454
516 $71K
TGLS
Tecnoglass Inc.

Basic Materials
-14
- 28.57%
$68.5 - $85.52 $959 - $1.2K
35 $2K
LUMN
Lumen Technologies, Inc.

Communication Services
-32
- 6.3%
$5.31 - $10.12 $170 - $324
476 $2K
MTCH
Match Group, Inc.

Communication Services
-15
- 15.79%
$30.29 - $38.64 $454 - $580
80 $2K
SLM
Slm Corp

Financial Services
-158
- 22.87%
$21.37 - $28.14 $3.38K - $4.45K
533 $14K
CPRI
Capri Holdings LTD

Consumer Cyclical
-19
- 41.3%
$19.39 - $43.18 $368 - $820
27 $0
RIG
Transocean Ltd.

Energy
-250
- 23.13%
$3.47 - $4.67 $868 - $1.17K
831 $3K
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
-87
- 30.21%
$11.81 - $12.43 $1.03K - $1.08K
201 $2K
AMKR
Amkor Technology, Inc.

Technology
-14
- 11.67%
$25.13 - $31.61 $352 - $443
106 $2K
SHV
Ishares Tr

ETFs
-6
- 0.67%
$109.92 - $110.57 $660 - $663
887 $97K
VRSN
Verisign Inc

Technology
-12
- 13.79%
$176.68 - $206.96 $2.12K - $2.48K
75 $15K
FYBR
Frontier Communications Parent, Inc.

Communication Services
-28
- 27.72%
$34.15 - $36.14 $956 - $1.01K
73 $2K
MCI
Barings Corporate Investors

Financial Services
-121
- 2.93%
$18.88 - $20.81 $2.28K - $2.52K
4K $81K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-14
- 1.21%
$50.35 - $50.69 $705 - $710
1.14K $57K
KBR
Kbr, Inc.

Industrials
-1
- 0.73%
$55.19 - $72.02 $55.2 - $72
136 $7K
AES
Aes Corp

Utilities
-1
- 0.41%
$12.44 - $20.24 $12.4 - $20.2
244 $3K
NSSC
Napco Security Technologies, Inc

Industrials
-5
- 4.9%
$34.51 - $42.2 $173 - $211
97 $3K
FNB
Fnb Corp

Financial Services
-83
- 17.22%
$13.56 - $17.29 $1.13K - $1.44K
399 $5K
OI
O I Glass, Inc.

Consumer Cyclical
-45
- 7.43%
$9.95 - $13.37 $448 - $602
561 $6K
SNX
Td Synnex Corp

Technology
-7
- 11.86%
$114.71 - $125.79 $803 - $881
52 $6K
WU
Western Union CO

Financial Services
-11
- 1.41%
$10.52 - $11.94 $116 - $131
767 $8K
NCR
Ncr Corp

Technology
-32
- 4.4%
N/A
696 $10K
TEI
Templeton Emerging Markets Income Fund

Financial Services
-124
- 8.26%
$5.09 - $5.89 $631 - $730
1.38K $7K
VFC
V F Corp

Consumer Cyclical
-98
- 22.58%
$16.7 - $22.59 $1.64K - $2.21K
336 $7K
FDT
First Trust Developed Markets

ETFs
-2
- 1.41%
$53.27 - $57.72 $107 - $115
140 $7K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-5
- 2.45%
$37.27 - $41.46 $186 - $207
199 $7K
RGEN
Repligen Corp

Healthcare
-6
- 13.04%
$123.41 - $160.92 $740 - $966
40 $5K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-4
- 4.44%
$61.93 - $70.49 $248 - $282
86 $5K
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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