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
SOFI
So Fi Technologies, Inc.

Financial Services
-6.05K
- 34.37%
$7.63 - $16.88 $46.2K - $102K
11.6K $177K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-400
- 3.84%
$19.44 - $28.35 $7.78K - $11.3K
10K $257K
EW
Edwards Lifesciences Corp

Healthcare
-166
- 2.33%
$64.54 - $75.92 $10.7K - $12.6K
6.96K $515K
VBK
Vanguard Small Cap Growth ETF

ETFs
-150
- 2.07%
$264.18 - $304.19 $39.6K - $45.6K
7.08K $1.98M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-742
- 2.62%
$31.7 - $36.82 $23.5K - $27.3K
27.6K $940K
DXCM
Dexcom Inc

Healthcare
-165
- 2.59%
$65.68 - $81.01 $10.8K - $13.4K
6.19K $481K
TMUS
T Mobile Us, Inc.

Communication Services
-282
- 3.25%
$206.1 - $246.94 $58.1K - $69.6K
8.41K $1.86M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-197
- 14.34%
$260.53 - $404.79 $51.3K - $79.7K
1.18K $450K
DASH
Door Dash, Inc.

Communication Services
-46
- 1.28%
$141.93 - $180.48 $6.53K - $8.3K
3.54K $594K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-2.16K
- 0.51%
$16.85 - $18.09 $36.4K - $39.1K
421K $7.27M
CAH
Cardinal Health Inc

Healthcare
-211
- 1.17%
$107.89 - $125.33 $22.8K - $26.4K
17.9K $2.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
-185
- 1.12%
$116.4 - $138.52 $21.5K - $25.6K
16.4K $2.07M
WMB
Williams Companies, Inc.

Energy
-1.59K
- 6.08%
$46.37 - $59.74 $73.9K - $95.2K
24.6K $1.33M
APP
App Lovin Corp

Technology
-589
- 34.07%
$130.67 - $401.5 $77K - $236K
1.14K $369K
ADP
Automatic Data Processing Inc

Industrials
-95
- 0.82%
$280.08 - $307.97 $26.6K - $29.3K
11.5K $3.35M
IYF
Ishares Tr

ETFs
-34
- 0.14%
$102.7 - $119.05 $3.49K - $4.05K
24.4K $2.69M
BAC
Bank Of America Corp

Financial Services
-60
- 0.14%
$39.22 - $47.77 $2.35K - $2.87K
41.3K $1.82M
COF
Capital One Financial Corp

Financial Services
-135
- 1.84%
$145.19 - $192.01 $19.6K - $25.9K
7.19K $1.28M
AVXL
Anavex Life Sciences Corp.

Healthcare
-14.5K
- 21.18%
$5.11 - $12.56 $73.8K - $181K
53.8K $577K
ET
Energy Transfer LP

Energy
-578
- 0.97%
$16.05 - $19.86 $9.28K - $11.5K
58.8K $1.15M
MA
Mastercard Inc

Financial Services
-127
- 1.43%
$491.3 - $536.15 $62.4K - $68.1K
8.77K $4.62M
DIS
Walt Disney CO

Communication Services
-1.49K
- 5.39%
$92.39 - $117.6 $138K - $175K
26.2K $2.92M
OKE
Oneok Inc

Energy
-1.18K
- 2.77%
$92.28 - $117.05 $109K - $139K
41.5K $4.17M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6.31K
- 1.73%
$124.26 - $134.12 $783K - $846K
357K $45.9M
NET
Cloudflare, Inc.

Technology
-43
- 0.34%
$78.11 - $117.56 $3.36K - $5.06K
12.6K $1.35M
TSLA
Tesla, Inc.

Consumer Cyclical
-9.29K
- 31.93%
$213.65 - $479.86 $1.98M - $4.46M
19.8K $8M
MSTR
Microstrategy Inc

Technology
-1.26K
- 17.84%
$162.69 - $473.83 $204K - $595K
5.79K $1.68M
GOOG
Alphabet Inc.

Communication Services
-7.51K
- 9.08%
$163.08 - $198.16 $1.23M - $1.49M
75.2K $14.3M
FCTR
First Tr Exchange Traded Fd

ETFs
-4.22K
- 1.07%
$30.91 - $35.25 $131K - $149K
389K $12.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 0.37%
$4100.99 - $5300.34 $12.3K - $15.9K
802 $3.98M
WFC
Wells Fargo & Company

Financial Services
-791
- 1.64%
$54.98 - $77.35 $43.5K - $61.2K
47.5K $3.34M
NFLX
Netflix Inc

Communication Services
-64
- 1.65%
$687.65 - $936.56 $44K - $59.9K
3.82K $3.41M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.05K
- 5.73%
$173.13 - $258.09 $181K - $270K
17.2K $3.98M
CRM
Salesforce, Inc.

Technology
-90
- 0.63%
$270.87 - $367.87 $24.4K - $33.1K
14.1K $4.73M
V
Visa Inc.

Financial Services
-532
- 2.05%
$273.87 - $320.91 $146K - $171K
25.5K $8.05M
GOOGL
Alphabet Inc.

Communication Services
-1.69K
- 2.65%
$161.86 - $196.66 $273K - $331K
61.9K $11.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.34K
- 0.84%
$567.81 - $607.81 $762K - $816K
159K $93.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-11.1K
- 9.48%
$180.88 - $232.93 $2.01M - $2.59M
106K $23.3M
JPM
Jpmorgan Chase & CO

Financial Services
-736
- 1.25%
$205.18 - $250.29 $151K - $184K
58K $13.9M
AVGO
Broadcom Inc.

Technology
-3.92K
- 7.24%
$159.67 - $250.0 $625K - $979K
50.2K $11.6M
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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