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
HPI
John Hancock Preferred Income Fund

Financial Services
-550
- 17.03%
$16.4 - $17.73 $9.02K - $9.75K
2.68K $44K
KEY
Keycorp

Financial Services
-535
- 18.07%
$15.15 - $18.3 $8.11K - $9.79K
2.43K $38K
AN
Autonation, Inc.

Consumer Cyclical
-59
- 20.07%
$156.67 - $195.15 $9.24K - $11.5K
235 $38K
POWI
Power Integrations Inc

Technology
-174
- 21.67%
$50.5 - $66.7 $8.79K - $11.6K
629 $31K
CGNX
Cognex Corp

Technology
-297
- 24.42%
$29.83 - $41.02 $8.86K - $12.2K
919 $27K
SNDR
Schneider National, Inc.

Industrials
-406
- 29.4%
$22.65 - $30.73 $9.2K - $12.5K
975 $22K
HDB
Hdfc Bank LTD

Financial Services
-134
- 28.57%
$58.06 - $66.85 $7.78K - $8.96K
335 $22K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-510
- 31.48%
$15.97 - $18.5 $8.14K - $9.44K
1.11K $17K
PK
Park Hotels & Resorts Inc.

Real Estate
-810
- 32.83%
$10.68 - $14.19 $8.65K - $11.5K
1.66K $17K
DINO
Hf Sinclair Corp

Energy
-268
- 33.33%
$30.66 - $38.48 $8.22K - $10.3K
536 $17K
NMRK
Newmark Group, Inc.

Real Estate
-792
- 37.25%
$11.84 - $14.69 $9.38K - $11.6K
1.33K $16K
PARA
Paramount Global

Communication Services
-787
- 37.82%
$10.16 - $12.14 $8K - $9.55K
1.29K $15K
NU
Nu Holdings Ltd.

Financial Services
-894
- 39.06%
$10.12 - $13.95 $9.05K - $12.5K
1.4K $14K
WHD
Cactus, Inc.

Energy
-208
- 40.47%
$43.48 - $63.78 $9.04K - $13.3K
306 $14K
INDB
Independent Bank Corp

Financial Services
-137
- 38.92%
$60.31 - $70.29 $8.26K - $9.63K
215 $13K
SAIC
Science Applications International Corp

Technology
-84
- 41.38%
$95.77 - $119.82 $8.04K - $10.1K
119 $13K
EQNR
Equinor Asa

Energy
-342
- 41.16%
$22.37 - $26.45 $7.65K - $9.05K
489 $12K
WMS
Advanced Drainage Systems, Inc.

Industrials
-78
- 43.82%
$105.29 - $126.99 $8.21K - $9.91K
100 $10K
QTWO
Q2 Holdings, Inc.

Technology
-112
- 48.07%
$71.37 - $102.68 $7.99K - $11.5K
121 $9K
MFG
Mizuho Financial Group Inc

Financial Services
-1.7K
- 50.0%
$4.83 - $6.04 $8.19K - $10.2K
1.7K $9K
BLD
Top Build Corp

Industrials
-29
- 50.0%
$295.17 - $354.82 $8.56K - $10.3K
29 $8K
TMC
Tmc The Metals CO Inc.

Basic Materials
-5.09K
- 50.0%
$1.05 - $2.37 $5.34K - $12.1K
5.09K $8K
BMI
Badger Meter Inc

Technology
-47
- 59.49%
$189.49 - $221.51 $8.91K - $10.4K
32 $6K
TFLO
Ishares Treasury Floating Rate

ETFs
-139
- 0.69%
$50.48 - $50.68 $7.02K - $7.04K
19.9K $1.01M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-13
- 1.69%
$634.14 - $744.83 $8.24K - $9.68K
757 $480K
BIDU
Baidu, Inc.

Communication Services
-97
- 4.38%
$77.43 - $102.51 $7.51K - $9.94K
2.12K $195K
QBTS
D Wave Quantum Inc.

Technology
-1K
- 4.92%
$3.83 - $11.18 $3.83K - $11.2K
19.3K $146K
IDV
Ishares Tr

ETFs
-275
- 5.63%
$27.0 - $31.7 $7.43K - $8.72K
4.61K $143K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-157
- 6.68%
$47.66 - $57.45 $7.48K - $9.02K
2.19K $119K
CODI
Compass Diversified Holdings

Industrials
-400
- 6.42%
$18.67 - $22.9 $7.47K - $9.16K
5.83K $108K
LIT
Global X Fds Global X Lithium

ETFs
-201
- 10.22%
$38.8 - $42.84 $7.8K - $8.61K
1.77K $68K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
-520
- 12.85%
$14.39 - $15.91 $7.48K - $8.27K
3.53K $54K
NDAQ
Nasdaq, Inc.

Financial Services
-110
- 15.56%
$72.17 - $83.76 $7.94K - $9.21K
597 $45K
WTM
White Mountains Insurance Group LTD

Financial Services
-4
- 19.05%
$1818.58 - $1983.07 $7.27K - $7.93K
17 $32K
ALB
Albemarle Corp

Basic Materials
-111
- 20.07%
$69.95 - $97.49 $7.76K - $10.8K
442 $31K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-95
- 24.3%
$91.44 - $106.54 $8.69K - $10.1K
296 $27K
PSTG
Pure Storage, Inc.

Technology
-184
- 24.86%
$44.27 - $72.37 $8.15K - $13.3K
556 $24K
ALE
Allete Inc

Utilities
-133
- 26.65%
$64.9 - $65.91 $8.63K - $8.77K
366 $24K
FLEX
Flex Ltd.

Technology
-251
- 26.23%
$32.92 - $44.46 $8.26K - $11.2K
706 $23K
USPH
U S Physical Therapy Inc

Healthcare
-120
- 27.15%
$71.93 - $90.88 $8.63K - $10.9K
322 $23K
TRMB
Trimble Inc.

Technology
-128
- 29.56%
$65.52 - $77.49 $8.39K - $9.92K
305 $20K
GMED
Globus Medical Inc

Healthcare
-113
- 30.05%
$69.68 - $93.32 $7.87K - $10.5K
263 $19K
BWA
Borgwarner Inc

Consumer Cyclical
-279
- 29.52%
$27.78 - $32.9 $7.75K - $9.18K
666 $19K
SLGN
Silgan Holdings Inc

Consumer Cyclical
-152
- 29.8%
$48.82 - $56.15 $7.42K - $8.53K
358 $18K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-35
- 34.65%
$243.0 - $367.0 $8.51K - $12.8K
66 $16K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-300
- 40.11%
$27.51 - $30.68 $8.25K - $9.2K
448 $13K
BBD
Bank Bradesco

Financial Services
-3.81K
- 41.0%
$1.85 - $2.32 $7.05K - $8.84K
5.49K $12K
BRKR
Bruker Corp

Healthcare
-202
- 42.71%
$41.74 - $62.95 $8.43K - $12.7K
271 $11K
EVR
Evercore Inc.

Financial Services
-42
- 44.21%
$190.28 - $291.27 $7.99K - $12.2K
53 $10K
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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