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
ALGT
Allegiant Travel CO

Industrials
-42
- 50.0%
$51.65 - $105.3 $2.17K - $4.42K
42 $2K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-39
- 50.0%
$51.39 - $57.43 $2K - $2.24K
39 $2K
STRL
Sterling Construction CO Inc

Industrials
-19
- 50.0%
$108.65 - $200.56 $2.06K - $3.81K
19 $2K
IHS
Ihs Holding LTD

Communication Services
-405
- 50.0%
$3.03 - $5.37 $1.23K - $2.17K
405 $2K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-39
- 50.0%
$52.01 - $61.99 $2.03K - $2.42K
39 $2K
MUSI
American Centy ETF Tr Multisec

ETFs
-46
- 50.0%
$42.96 - $44.13 $1.98K - $2.03K
46 $2K
HMN
Horace Mann Educators Corp

Financial Services
-46
- 50.0%
$36.56 - $43.12 $1.68K - $1.98K
46 $1K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
-50
- 43.86%
$28.17 - $45.41 $1.41K - $2.27K
64 $1K
WU
Western Union CO

Financial Services
-139
- 43.3%
$10.24 - $11.62 $1.42K - $1.62K
182 $1K
CDRE
Cadre Holdings, Inc.

Industrials
-64
- 50.0%
$29.08 - $39.84 $1.86K - $2.55K
64 $1K
RCI
Rogers Communications Inc

Communication Services
-66
- 50.0%
$26.73 - $31.05 $1.76K - $2.05K
66 $1K
OIS
Oil States International, Inc

Energy
-330
- 50.0%
$4.7 - $5.74 $1.55K - $1.89K
330 $1K
SPNT
Sirius Point LTD

Financial Services
-95
- 50.0%
$13.91 - $17.29 $1.32K - $1.64K
95 $1K
CRTO
Criteo S.A.

Communication Services
-45
- 50.0%
$34.81 - $45.89 $1.57K - $2.07K
45 $1K
WSFS
Wsfs Financial Corp

Financial Services
-30
- 50.0%
$49.95 - $59.33 $1.5K - $1.78K
30 $1K
EGO
Eldorado Gold Corp

Basic Materials
-92
- 50.0%
$13.41 - $16.82 $1.23K - $1.55K
92 $1K
NEP
Nextera Energy Partners, LP

Utilities
-240
- 66.67%
$8.38 - $18.87 $2.01K - $4.53K
120 $1K
HP
Helmerich & Payne, Inc.

Energy
-86
- 66.67%
$24.69 - $36.7 $2.12K - $3.16K
43 $1K
AROW
Arrow Financial Corp

Financial Services
-82
- 66.67%
$25.65 - $27.88 $2.1K - $2.29K
41 $1K
BTU
Peabody Energy Corp

Energy
-130
- 66.67%
$12.48 - $20.86 $1.62K - $2.71K
65 $0
SPNS
Sapiens International Corp N V

Technology
-64
- 66.67%
$25.3 - $28.76 $1.62K - $1.84K
32 $0
ALX
Alexanders Inc

Real Estate
-8
- 66.67%
$185.64 - $219.2 $1.49K - $1.75K
4 $0
KRC
Kilroy Realty Corp

Real Estate
-50
- 66.67%
$32.02 - $40.63 $1.6K - $2.03K
25 $0
BDN
Brandywine Realty Trust

Real Estate
-352
- 66.67%
$4.44 - $5.66 $1.56K - $1.99K
176 $0
BYRN
Byrna Technologies Inc.

Industrials
-92
- 66.67%
$16.84 - $34.19 $1.55K - $3.15K
46 $0
UPST
Upstart Holdings, Inc.

Financial Services
-12
- 2.59%
$46.03 - $88.77 $552 - $1.07K
452 $20K
RHI
Robert Half International Inc.

Industrials
-4
- 7.14%
$51.96 - $71.3 $208 - $285
52 $2K
IAU
Ishares Gold Trust

ETFs
-10
- 0.02%
$49.74 - $58.96 $497 - $590
59.8K $3.52M
CRDO
Credo Technology Group Holding LTD

Technology
-38
- 0.15%
$39.45 - $85.5 $1.5K - $3.25K
26K $1.04M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-32
- 0.48%
$48.32 - $51.22 $1.55K - $1.64K
6.69K $336K
OGS
One Gas, Inc.

Utilities
-17
- 0.46%
$67.77 - $76.05 $1.15K - $1.29K
3.69K $279K
SEE
Sealed Air Corp

Consumer Cyclical
-51
- 0.77%
$28.9 - $35.65 $1.47K - $1.82K
6.55K $189K
POWW
Ammo, Inc.

Industrials
-800
- 0.73%
$1.17 - $1.88 $936 - $1.5K
109K $150K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-5
- 0.25%
$68.37 - $87.97 $342 - $440
2.01K $137K
TROW
Price T Rowe Group Inc

Financial Services
-8
- 0.82%
$91.57 - $116.93 $733 - $935
964 $88K
LNT
Alliant Energy Corp

Utilities
-5
- 0.4%
$56.66 - $66.04 $283 - $330
1.26K $80K
CNO
Cno Financial Group, Inc.

Financial Services
-25
- 1.71%
$35.99 - $42.34 $900 - $1.06K
1.44K $59K
VTWO
Vanguard Russell 2000 ETF

ETFs
-10
- 1.43%
$80.08 - $92.93 $801 - $929
691 $55K
RIOT
Riot Blockchain, Inc.

Technology
-150
- 1.93%
$7.12 - $13.54 $1.07K - $2.03K
7.61K $54K
LECO
Lincoln Electric Holdings Inc

Industrials
-5
- 1.75%
$180.51 - $216.81 $903 - $1.08K
281 $53K
EA
Electronic Arts Inc.

Communication Services
-3
- 0.94%
$116.53 - $146.29 $350 - $439
316 $45K
JPRE
J P Morgan Exchange Traded Fd

ETFs
-24
- 2.67%
$45.34 - $49.96 $1.09K - $1.2K
874 $42K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
-37
- 2.05%
$21.34 - $23.86 $790 - $883
1.77K $40K
LTC
Ltc Properties Inc

Real Estate
-35
- 3.13%
$33.46 - $36.14 $1.17K - $1.26K
1.08K $38K
WSBC
Wesbanco Inc

Financial Services
-12
- 1.19%
$30.36 - $37.08 $364 - $445
1K $30K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-36
- 4.26%
$33.57 - $37.22 $1.21K - $1.34K
809 $29K
VOD
Vodafone Group Public LTD CO

Communication Services
-119
- 5.75%
$8.05 - $9.86 $958 - $1.17K
1.95K $18K
LNC
Lincoln National Corp

Financial Services
-43
- 8.27%
$30.06 - $39.23 $1.29K - $1.69K
477 $17K
EVGO
E Vgo Inc.

Consumer Cyclical
-200
- 3.25%
$2.37 - $4.46 $474 - $892
5.95K $15K
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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