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
WPP
Wpp PLC

Communication Services
-26
- 6.0%
$37.96 - $51.07 $987 - $1.33K
407 $15K
CRSP
Crispr Therapeutics Ag

Healthcare
-10
- 2.41%
$34.03 - $53.02 $340 - $530
405 $13K
AROC
Archrock, Inc.

Energy
-49
- 8.73%
$22.72 - $30.34 $1.11K - $1.49K
512 $13K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-5
- 1.75%
$38.51 - $45.32 $193 - $227
281 $10K
ROKU
Roku, Inc

Communication Services
-19
- 11.45%
$67.36 - $99.07 $1.28K - $1.88K
147 $10K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-73
- 12.9%
$20.08 - $21.07 $1.47K - $1.54K
493 $10K
ALEX
Alexander & Baldwin, Inc.

Real Estate
-65
- 10.32%
$17.04 - $18.35 $1.11K - $1.19K
565 $9K
ATKR
Atkore Inc.

Industrials
-25
- 14.2%
$58.89 - $88.18 $1.47K - $2.2K
151 $9K
LSCC
Lattice Semiconductor Corp

Technology
-31
- 16.58%
$52.45 - $68.78 $1.63K - $2.13K
156 $8K
MAS
Masco Corp

Industrials
-20
- 15.5%
$68.67 - $81.85 $1.37K - $1.64K
109 $7K
MSGS
Madison Square Garden Sports Corp.

Communication Services
-5
- 12.82%
$185.75 - $223.33 $929 - $1.12K
34 $6K
ARLO
Arlo Technologies, Inc.

Industrials
-115
- 14.8%
$9.87 - $14.38 $1.14K - $1.65K
662 $6K
NBHC
National Bank Holdings Corp

Financial Services
-49
- 23.79%
$38.11 - $44.09 $1.87K - $2.16K
157 $6K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-17
- 12.69%
$46.18 - $47.84 $785 - $813
117 $5K
PATH
Ui Path, Inc.

Technology
-30
- 6.11%
$9.97 - $15.19 $299 - $456
461 $4K
HI
Hillenbrand, Inc.

Industrials
-24
- 10.91%
$24.14 - $35.33 $579 - $848
196 $4K
NWSA
News Corp

Communication Services
-31
- 15.58%
$26.29 - $30.49 $815 - $945
168 $4K
JHG
Janus Henderson Group PLC

Financial Services
-32
- 20.78%
$35.98 - $45.94 $1.15K - $1.47K
122 $4K
SLAB
Silicon Laboratories Inc.

Technology
-12
- 23.53%
$112.57 - $158.7 $1.35K - $1.9K
39 $4K
NTNX
Nutanix, Inc.

Technology
-14
- 19.18%
$61.28 - $77.44 $858 - $1.08K
59 $4K
FPI
Farmland Partners Inc.

Real Estate
-76
- 17.51%
$10.72 - $12.51 $815 - $951
358 $3K
BHF
Brighthouse Financial, Inc.

Financial Services
-9
- 11.84%
$45.74 - $62.97 $412 - $567
67 $3K
VICR
Vicor Corp

Technology
-18
- 18.18%
$46.78 - $64.71 $842 - $1.16K
81 $3K
XRX
Xerox Holdings Corp

Technology
-288
- 28.66%
$4.83 - $9.84 $1.39K - $2.83K
717 $3K
PTEN
Patterson Uti Energy Inc

Energy
-96
- 21.1%
$7.15 - $9.45 $686 - $907
359 $2K
ACM
Aecom

Industrials
-6
- 16.22%
$92.54 - $111.05 $555 - $666
31 $2K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-140
- 30.43%
$8.61 - $10.05 $1.21K - $1.41K
320 $2K
UMBF
Umb Financial Corp

Financial Services
-3
- 10.0%
$98.0 - $122.56 $294 - $368
27 $2K
WRBY
Warby Parker Inc.

Healthcare
-58
- 29.44%
$17.82 - $28.42 $1.03K - $1.65K
139 $2K
PJT
Pjt Partners Inc.

Financial Services
-6
- 25.0%
$135.97 - $177.59 $816 - $1.07K
18 $2K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-38
- 38.78%
$36.21 - $45.78 $1.38K - $1.74K
60 $2K
BILL
Bill.Com Holdings, Inc.

Technology
-27
- 38.03%
$43.59 - $97.07 $1.18K - $2.62K
44 $2K
FC
Franklin Covey CO

Industrials
-14
- 16.47%
$27.62 - $38.75 $387 - $543
71 $1K
LGFA
Lions Gate Entmt Corp Cl A Vtg
-103
- 33.12%
N/A
208 $1K
THO
Thor Industries Inc

Consumer Cyclical
-12
- 33.33%
$75.81 - $105.39 $910 - $1.26K
24 $1K
HCI
Hci Group, Inc.

Financial Services
-6
- 33.33%
$110.25 - $150.47 $662 - $903
12 $1K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
-150
- 50.0%
$9.0 - $9.94 $1.35K - $1.49K
150 $1K
STNG
Scorpio Tankers Inc.

Energy
-16
- 29.09%
$37.58 - $56.62 $601 - $906
39 $1K
HLMN
Hillman Solutions Corp.

Industrials
-166
- 50.0%
$8.69 - $10.5 $1.44K - $1.74K
166 $1K
CLDT
Chatham Lodging Trust

Real Estate
-200
- 50.0%
$7.13 - $8.89 $1.43K - $1.78K
200 $1K
MATV
Schweitzer Mauduit International Inc

Basic Materials
-227
- 50.11%
$5.67 - $10.97 $1.29K - $2.49K
226 $1K
W
Wayfair Inc.

Consumer Cyclical
-44
- 50.0%
$30.07 - $50.1 $1.32K - $2.2K
44 $1K
CARG
Car Gurus, Inc.

Communication Services
-28
- 36.84%
$28.82 - $40.55 $807 - $1.14K
48 $1K
INSW
International Seaways, Inc.

Energy
-39
- 50.0%
$32.85 - $41.61 $1.28K - $1.62K
39 $1K
HCKT
Hackett Group, Inc.

Technology
-44
- 50.0%
$28.16 - $32.09 $1.24K - $1.41K
44 $1K
EXTR
Extreme Networks Inc

Technology
-96
- 50.0%
$13.23 - $17.49 $1.27K - $1.68K
96 $1K
TCBI
Texas Capital Bancshares Inc

Financial Services
-17
- 50.0%
$70.86 - $83.85 $1.2K - $1.43K
17 $1K
WNC
Wabash National Corp

Industrials
-112
- 50.0%
$10.59 - $17.28 $1.19K - $1.94K
112 $1K
BIGC
Big Commerce Holdings, Inc.

Technology
-207
- 50.0%
$5.76 - $7.09 $1.19K - $1.47K
207 $1K
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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