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
PVH
Pvh Corp.

Consumer Cyclical
-7
- 2.14%
$92.92 - $112.86 $650 - $790
320 $33K
ALRM
Alarm.Com Holdings, Inc.

Technology
-2
- 1.46%
$52.26 - $68.81 $105 - $138
135 $8K
UGI
Ugi Corp

Utilities
-10
- 2.09%
$23.24 - $30.37 $232 - $304
468 $13K
QTWO
Q2 Holdings, Inc.

Technology
-10
- 8.2%
$77.81 - $110.85 $778 - $1.11K
112 $11K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1
- 0.06%
$107.41 - $115.71 $107 - $116
1.56K $172K
HQY
Healthequity, Inc.

Healthcare
-17
- 7.52%
$78.18 - $104.65 $1.33K - $1.78K
209 $20K
OMFL
Invesco Exchange Traded Self I

ETFs
-11
- 0.66%
$52.49 - $56.58 $577 - $622
1.65K $89K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-8
- 3.25%
$107.32 - $127.74 $859 - $1.02K
238 $29K
FIVN
Five9, Inc.

Technology
-12
- 6.03%
$27.26 - $43.41 $327 - $521
187 $7K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-217
- 1.4%
$19.23 - $20.44 $4.17K - $4.44K
15.3K $306K
ONB
Old National Bancorp

Financial Services
-1
- 0.11%
$17.94 - $23.23 $17.9 - $23.2
900 $19K
GL
Globe Life Inc.

Financial Services
-156
- 4.15%
$103.49 - $116.02 $16.1K - $18.1K
3.6K $401K
CUZ
Cousins Properties Inc

Real Estate
-107
- 1.97%
$28.63 - $31.94 $3.06K - $3.42K
5.32K $163K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-49
- 7.53%
$97.09 - $120.01 $4.76K - $5.88K
602 $65K
UPST
Upstart Holdings, Inc.

Financial Services
-100
- 22.12%
$37.78 - $84.46 $3.78K - $8.45K
352 $21K
FHN
First Horizon Corp

Financial Services
-4
- 0.57%
$14.91 - $21.42 $59.6 - $85.7
699 $14K
NTRA
Natera, Inc.

Healthcare
-83
- 15.51%
$117.67 - $174.0 $9.77K - $14.4K
452 $71K
RBLX
Roblox Corp

Communication Services
-90
- 13.01%
$39.86 - $61.45 $3.59K - $5.53K
602 $34K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-1
- 0.02%
$38.01 - $39.08 $38 - $39.1
4.78K $186K
EWBC
East West Bancorp Inc

Financial Services
-13
- 2.64%
$80.04 - $111.23 $1.04K - $1.45K
480 $45K
VTRS
Viatris Inc

Healthcare
-31
- 0.51%
$11.32 - $13.37 $351 - $414
6.04K $75K
EMLP
First Tr Exchange Traded Iv

ETFs
-42
- 1.21%
$33.69 - $38.24 $1.41K - $1.61K
3.43K $122K
GFL
Gfl Environmental Inc.

Industrials
-121
- 4.76%
$39.53 - $47.1 $4.78K - $5.7K
2.42K $107K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.58K
- 15.39%
$45.39 - $62.98 $71.7K - $99.5K
8.69K $493K
HSBC
Hsbc Holdings PLC

Financial Services
-358
- 6.43%
$43.83 - $49.51 $15.7K - $17.7K
5.21K $257K
GPN
Global Payments Inc

Industrials
-49
- 3.84%
$97.57 - $119.38 $4.78K - $5.85K
1.23K $137K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-265
- 3.11%
$55.73 - $66.16 $14.8K - $17.5K
8.26K $498K
JBL
Jabil Inc

Technology
-19
- 4.67%
$118.97 - $147.77 $2.26K - $2.81K
388 $55K
STT
State Street Corp

Financial Services
-12
- 1.19%
$85.96 - $100.78 $1.03K - $1.21K
998 $97K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-11
- 1.65%
$1146.59 - $1270.6 $12.6K - $14K
657 $779K
KD
Kyndryl Holdings, Inc.

Technology
-60
- 5.55%
$22.43 - $35.79 $1.35K - $2.15K
1.02K $35K
DLR
Digital Realty Trust, Inc.

Real Estate
-27
- 2.65%
$156.46 - $195.69 $4.22K - $5.28K
991 $175K
BCS
Barclays PLC

Financial Services
-72
- 0.68%
$11.65 - $13.67 $839 - $984
10.4K $138K
GTLS
Chart Industries Inc

Industrials
-26
- 10.28%
$119.65 - $202.35 $3.11K - $5.26K
227 $43K
VOT
Vanguard Mid Cap Growth Index

ETFs
-172
- 3.21%
$241.48 - $274.89 $41.5K - $47.3K
5.19K $1.32M
PAYC
Paycom Software, Inc.

Technology
-4
- 1.06%
$159.94 - $240.25 $640 - $961
375 $76K
KR
Kroger CO

Consumer Defensive
-2
- 0.06%
$55.21 - $63.3 $110 - $127
3.5K $213K
PAYX
Paychex Inc

Industrials
-21
- 0.77%
$135.86 - $148.73 $2.85K - $3.12K
2.72K $381K
CHWY
Chewy, Inc.

Consumer Cyclical
-323
- 5.02%
$26.51 - $35.87 $8.56K - $11.6K
6.12K $204K
CDNS
Cadence Design Systems Inc

Technology
-3
- 0.5%
$249.1 - $324.54 $747 - $974
602 $180K
AMP
Ameriprise Financial Inc

Financial Services
-6
- 1.69%
$473.15 - $574.01 $2.84K - $3.44K
348 $185K
FTC
First Tr Lge Cap Growth

ETFs
-90
- 1.83%
$130.13 - $149.09 $11.7K - $13.4K
4.82K $664K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-43
- 0.52%
$278.19 - $315.36 $12K - $13.6K
8.21K $2.36M
GM
General Motors CO

Consumer Cyclical
-466
- 7.91%
$44.82 - $60.2 $20.9K - $28.1K
5.42K $288K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-47
- 1.16%
$129.96 - $144.97 $6.11K - $6.81K
3.99K $556K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-404
- 4.86%
$90.31 - $106.37 $36.5K - $43K
7.91K $788K
USB
Us Bancorp \De\

Financial Services
-8
- 0.05%
$43.98 - $53.66 $352 - $429
16.2K $772K
LUV
Southwest Airlines CO

Industrials
-106
- 1.12%
$28.99 - $34.84 $3.07K - $3.69K
9.36K $314K
VTI
Vanguard Total Stock Market Et

ETFs
-1.52K
- 2.13%
$280.04 - $302.45 $425K - $459K
69.8K $20.2M
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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