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
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-356
- 15.56%
$11.76 - $15.2 $4.19K - $5.41K
1.93K $22K
RGEN
Repligen Corp

Healthcare
-36
- 17.82%
$127.24 - $174.24 $4.58K - $6.27K
166 $21K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-160
- 17.02%
$23.71 - $27.77 $3.79K - $4.44K
780 $18K
VAW
Vanguard Materials ETF

ETFs
-22
- 24.72%
$185.71 - $202.46 $4.09K - $4.45K
67 $12K
GTES
Gates Industrial Corp PLC

Industrials
-224
- 27.12%
$18.41 - $23.51 $4.12K - $5.27K
602 $11K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-54
- 27.55%
$69.67 - $86.15 $3.76K - $4.65K
142 $10K
KEX
Kirby Corp

Industrials
-37
- 27.21%
$95.1 - $112.81 $3.52K - $4.17K
99 $9K
VOX
Vanguard Communication Service

ETFs
-26
- 29.21%
$147.73 - $169.24 $3.84K - $4.4K
63 $9K
CNHI
Cnh Industrial N.V.

Industrials
-474
- 41.29%
N/A
674 $7K
MMS
Maximus, Inc.

Industrials
-70
- 37.23%
$64.34 - $79.68 $4.5K - $5.58K
118 $8K
VNO
Vornado Realty Trust

Real Estate
-113
- 39.37%
$35.4 - $43.26 $4K - $4.89K
174 $6K
MASI
Masimo Corp

Healthcare
-24
- 39.34%
$163.55 - $190.63 $3.93K - $4.58K
37 $6K
SNAP
Snap Inc

Communication Services
-486
- 40.98%
$8.37 - $12.57 $4.07K - $6.11K
700 $6K
FNB
Fnb Corp

Financial Services
-304
- 43.24%
$13.08 - $15.95 $3.98K - $4.85K
399 $5K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-141
- 46.69%
$31.92 - $38.83 $4.5K - $5.48K
161 $5K
H
Hyatt Hotels Corp

Consumer Cyclical
-32
- 42.67%
$120.83 - $166.34 $3.87K - $5.32K
43 $5K
ROLL
Rbc Bearings Inc

Industrials
-16
- 50.0%
N/A
16 $3K
MWA
Mueller Water Products, Inc.

Industrials
-137
- 42.28%
$21.65 - $28.24 $2.97K - $3.87K
187 $4K
CROX
Crocs, Inc.

Consumer Cyclical
-40
- 47.62%
$88.83 - $112.59 $3.55K - $4.5K
44 $4K
NOK
Nokia Corp

Technology
-662
- 43.21%
$4.43 - $5.42 $2.93K - $3.59K
870 $4K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-304
- 50.0%
$8.25 - $14.77 $2.51K - $4.49K
304 $4K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
-135
- 50.0%
$32.18 - $40.46 $4.34K - $5.46K
135 $4K
VERX
Vertex, Inc.

Technology
-127
- 50.0%
$31.15 - $58.95 $3.96K - $7.49K
127 $4K
ATHM
Autohome Inc.

Communication Services
-153
- 50.0%
$25.21 - $31.07 $3.86K - $4.75K
153 $4K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-86
- 50.0%
$44.87 - $56.71 $3.86K - $4.88K
86 $4K
INSM
Insmed Inc

Healthcare
-54
- 50.0%
$65.25 - $83.83 $3.52K - $4.53K
54 $4K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-97
- 50.0%
$37.17 - $41.44 $3.61K - $4.02K
97 $3K
XP
Xp Inc.

Financial Services
-264
- 49.25%
$11.05 - $15.69 $2.92K - $4.14K
272 $3K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-80
- 50.0%
$45.21 - $50.33 $3.62K - $4.03K
80 $3K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
-310
- 50.0%
$11.64 - $12.49 $3.61K - $3.87K
310 $3K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
-362
- 50.0%
$9.75 - $10.52 $3.53K - $3.81K
362 $3K
IRMD
Iradimed Corp

Healthcare
-76
- 54.29%
$51.44 - $62.67 $3.91K - $4.76K
64 $3K
HNDL
Strategy Shs

ETFs
-200
- 66.67%
$20.7 - $21.8 $4.14K - $4.36K
100 $2K
IPAR
Inter Parfums Inc

Consumer Defensive
-34
- 66.67%
$113.87 - $144.54 $3.87K - $4.91K
17 $1K
URA
Global X Uranium ETF

ETFs
-150
- 0.24%
$22.92 - $30.98 $3.44K - $4.65K
62.3K $1.43M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-20
- 0.34%
$80.53 - $147.57 $1.61K - $2.95K
5.93K $783K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-83
- 0.58%
$36.63 - $37.45 $3.04K - $3.11K
14.1K $519K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-1.2K
- 1.0%
$2.52 - $4.08 $3.02K - $4.9K
119K $311K
PDI
Pimco Dynamic Income Fund

Financial Services
-180
- 1.44%
$18.51 - $20.05 $3.33K - $3.61K
12.3K $244K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-110
- 2.01%
$28.69 - $31.94 $3.16K - $3.51K
5.35K $157K
STAG
Stag Industrial, Inc.

Real Estate
-90
- 3.2%
$32.39 - $37.07 $2.92K - $3.34K
2.72K $98K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-140
- 3.69%
$21.04 - $21.64 $2.95K - $3.03K
3.65K $76K
ARES
Ares Management Corp

Financial Services
-19
- 3.71%
$140.19 - $198.28 $2.66K - $3.77K
493 $72K
A
Agilent Technologies, Inc.

Healthcare
-32
- 5.07%
$116.69 - $152.6 $3.73K - $4.88K
599 $70K
SLG
Sl Green Realty Corp

Real Estate
-52
- 4.27%
$55.58 - $68.38 $2.89K - $3.56K
1.17K $67K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
-51
- 5.04%
$51.68 - $58.59 $2.64K - $2.99K
961 $54K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-23
- 5.96%
$120.5 - $145.97 $2.77K - $3.36K
363 $47K
CPB
Campbell Soup CO

Consumer Defensive
-71
- 6.79%
$37.29 - $42.04 $2.65K - $2.98K
975 $38K
CSGS
Csg Systems International Inc

Technology
-47
- 6.82%
$49.81 - $66.73 $2.34K - $3.14K
642 $38K
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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