Geneos Wealth Management Inc. Reduced Holdings in Q1 2025

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACGL
Arch Capital Group Ltd.

Financial Services
-238
- 26.13%
$88.13 - $96.94 $21K - $23.1K
673 $64K
SEIC
Sei Investments CO

Financial Services
-295
- 35.67%
$72.08 - $86.58 $21.3K - $25.5K
532 $41K
ARW
Arrow Electronics Inc

Technology
-217
- 38.07%
$101.93 - $119.3 $22.1K - $25.9K
353 $36K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-529
- 41.04%
$43.63 - $46.01 $23.1K - $24.3K
760 $33K
COP
Conocophillips

Energy
-211
- 1.56%
$88.6 - $105.85 $18.7K - $22.3K
13.3K $1.4M
IWL
Ishares Tr Russell 200 ETF

ETFs
-158
- 7.66%
$135.83 - $151.73 $21.5K - $24K
1.91K $261K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-1.71K
- 15.36%
$12.94 - $14.29 $22.1K - $24.4K
9.42K $123K
ADM
Archer Daniels Midland CO

Consumer Defensive
-466
- 16.23%
$45.22 - $52.17 $21.1K - $24.3K
2.41K $115K
EME
Emcor Group, Inc.

Industrials
-61
- 21.71%
$361.16 - $535.99 $22K - $32.7K
220 $81K
SU
Suncor Energy Inc

Energy
-569
- 22.31%
$34.27 - $40.63 $19.5K - $23.1K
1.98K $76K
TXT
Textron Inc

Industrials
-307
- 26.77%
$70.19 - $81.2 $21.5K - $24.9K
840 $60K
ABR
Arbor Realty Trust Inc

Real Estate
-1.85K
- 32.66%
$11.68 - $13.98 $21.6K - $25.9K
3.82K $44K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-172
- 33.86%
$110.55 - $130.35 $19K - $22.4K
336 $42K
HXL
Hexcel Corp

Industrials
-409
- 35.02%
$54.76 - $70.69 $22.4K - $28.9K
759 $41K
FSIG
First Tr ETF Iv LTD Duration I
-1.19K
- 41.09%
$18.74 - $19.04 $22.2K - $22.6K
1.7K $32K
LZB
La Z Boy Inc

Consumer Cyclical
-567
- 49.74%
$38.0 - $48.02 $21.5K - $27.2K
573 $22K
NGVT
Ingevity Corp

Basic Materials
-542
- 54.58%
$37.74 - $48.87 $20.5K - $26.5K
451 $17K
RGCO
Rgc Resources Inc

Utilities
-1.07K
- 66.67%
$19.37 - $21.69 $20.7K - $23.2K
534 $11K
PAVE
Global X Fds Us Infrastructure

ETFs
-559
- 4.05%
$37.31 - $43.82 $20.9K - $24.5K
13.3K $500K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-410
- 8.97%
$48.13 - $51.78 $19.7K - $21.2K
4.16K $211K
CHE
Chemed Corp

Healthcare
-33
- 25.0%
$521.84 - $615.32 $17.2K - $20.3K
99 $60K
GLBE
Global E Online Ltd.

Consumer Cyclical
-592
- 31.06%
$35.65 - $62.84 $21.1K - $37.2K
1.31K $46K
LMAT
Lemaitre Vascular Inc

Healthcare
-249
- 30.89%
$78.82 - $104.0 $19.6K - $25.9K
557 $46K
UTHR
United Therapeutics Corp

Healthcare
-66
- 31.28%
$304.42 - $380.78 $20.1K - $25.1K
145 $44K
MTG
Mgic Investment Corp

Financial Services
-849
- 32.73%
$22.56 - $25.71 $19.2K - $21.8K
1.75K $43K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-440
- 33.72%
$48.06 - $53.73 $21.1K - $23.6K
865 $42K
LSTR
Landstar System Inc

Industrials
-143
- 36.48%
$146.63 - $177.82 $21K - $25.4K
249 $37K
MNST
Monster Beverage Corp

Consumer Defensive
-360
- 37.04%
$46.16 - $58.58 $16.6K - $21.1K
612 $35K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-198
- 41.34%
$99.42 - $126.15 $19.7K - $25K
281 $29K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-118
- 42.91%
$175.5 - $209.86 $20.7K - $24.8K
157 $28K
EXLS
Exl Service Holdings, Inc.

Technology
-453
- 44.11%
$44.13 - $51.8 $20K - $23.5K
574 $27K
ASH
Ashland Global Holdings Inc

Basic Materials
-357
- 45.83%
$55.87 - $73.16 $19.9K - $26.1K
422 $25K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-1K
- 50.0%
$20.37 - $21.34 $20.4K - $21.3K
1K $21K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-224
- 50.0%
$89.89 - $100.28 $20.1K - $22.5K
224 $20K
CHCO
City Holding CO

Financial Services
-175
- 50.0%
$114.48 - $120.39 $20K - $21.1K
175 $20K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-471
- 3.42%
$41.61 - $44.72 $19.6K - $21.1K
13.3K $575K
OSTK
Overstock.Com, Inc

Consumer Cyclical
-800
- 4.6%
N/A
16.6K $423K
NRZ
New Residential Investment Corp.

Real Estate
-2.64K
- 27.29%
N/A
7.03K $50K
XLB
Select Sector Spdr Fd Material

ETFs
-226
- 19.62%
$83.19 - $90.99 $18.8K - $20.6K
926 $79K
OVV
Ovintiv Inc.

Energy
-483
- 20.88%
$37.84 - $45.91 $18.3K - $22.2K
1.83K $78K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-154
- 38.69%
$81.78 - $131.92 $12.6K - $20.3K
244 $32K
ASX
Ase Technology Holding Co., Ltd.

Technology
-2.23K
- 43.25%
$8.76 - $11.36 $19.5K - $25.3K
2.92K $25K
PVH
Pvh Corp.

Consumer Cyclical
-305
- 44.4%
$63.81 - $107.78 $19.5K - $32.9K
382 $24K
FMC
Fmc Corp

Basic Materials
-474
- 45.49%
$34.54 - $56.38 $16.4K - $26.7K
568 $23K
FEMS
First Trust Emerging Markets S

ETFs
-533
- 50.0%
$36.09 - $39.16 $19.2K - $20.9K
533 $19K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-230
- 0.95%
$78.0 - $84.37 $17.9K - $19.4K
24K $1.92M
SRLN
Ssga Active Trust

ETFs
-458
- 2.0%
$41.02 - $41.99 $18.8K - $19.2K
22.4K $922K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-348
- 4.01%
$53.35 - $58.68 $18.6K - $20.4K
8.32K $467K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
-1.67K
- 12.79%
$3.11 - $13.16 $5.19K - $22K
11.4K $131K
Activity Summary
Buys All Purchases 447 New Holdings 211 Increased Positions 236 Sells All Sells 1843 Reductions 1843 Sold out 0 Options Calls 0 Puts 0
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