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
HELE
Helen Of Troy LTD

Consumer Defensive
-22
- 50.0%
$50.39 - $66.75 $1.11K - $1.47K
22 $1K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-92
- 50.0%
$12.74 - $21.53 $1.17K - $1.98K
92 $1K
SACH
Sachem Capital Corp.

Real Estate
-1K
- 50.0%
$1.02 - $1.33 $1.02K - $1.33K
1K $1K
JBLU
Jetblue Airways Corp

Industrials
-288
- 54.86%
$4.82 - $8.09 $1.39K - $2.33K
237 $1K
ASGN
Asgn Inc

Technology
-18
- 50.0%
$63.02 - $93.96 $1.13K - $1.69K
18 $1K
SCKT
Socket Mobile, Inc.

Technology
-1K
- 50.0%
$1.11 - $1.62 $1.11K - $1.62K
1K $1K
OXM
Oxford Industries Inc

Consumer Cyclical
-19
- 50.0%
$55.24 - $88.05 $1.05K - $1.67K
19 $1K
PRVA
Privia Health Group, Inc.

Healthcare
-49
- 50.0%
$19.64 - $25.69 $962 - $1.26K
49 $1K
ESNT
Essent Group Ltd.

Financial Services
-19
- 50.0%
$53.6 - $59.25 $1.02K - $1.13K
19 $1K
SSTK
Shutterstock, Inc.

Communication Services
-84
- 59.57%
$17.79 - $34.5 $1.49K - $2.9K
57 $1K
ECPG
Encore Capital Group Inc

Financial Services
-29
- 50.0%
$32.02 - $51.25 $929 - $1.49K
29 $0
RILY
B. Riley Financial, Inc.

Financial Services
-250
- 50.0%
$3.08 - $6.39 $770 - $1.6K
250 $0
RLJ
Rlj Lodging Trust

Real Estate
-122
- 50.0%
$7.89 - $10.07 $963 - $1.23K
122 $0
PLAB
Photronics Inc

Technology
-46
- 50.0%
$19.89 - $24.57 $915 - $1.13K
46 $0
SGH
Smart Global Holdings, Inc.

Technology
-54
- 50.0%
N/A
54 $0
SNDX
Syndax Pharmaceuticals Inc

Healthcare
-75
- 50.0%
$12.29 - $16.38 $922 - $1.23K
75 $0
ARCB
Arcbest Corp

Industrials
-13
- 50.0%
$70.58 - $101.93 $918 - $1.33K
13 $0
BYND
Beyond Meat, Inc.

Consumer Defensive
-150
- 33.48%
$3.05 - $4.4 $458 - $660
298 $0
CRSR
Corsair Gaming, Inc.

Technology
-100
- 50.0%
$6.98 - $12.53 $698 - $1.25K
100 $0
IGC
India Globalization Capital, Inc.

Industrials
-3K
- 50.0%
$0.27 - $0.36 $810 - $1.08K
3K $0
HBI
Hanesbrands Inc.

Consumer Cyclical
-148
- 50.0%
$5.76 - $8.6 $852 - $1.27K
148 $0
VC
Visteon Corp

Consumer Cyclical
-11
- 50.0%
$77.62 - $90.68 $854 - $997
11 $0
TBT
Proshares Ultrashort 20+Year T

ETFs
-25
- 50.0%
$32.51 - $38.65 $813 - $966
25 $0
SEAT
Vivid Seats Inc.

Communication Services
-278
- 50.0%
$2.68 - $4.85 $745 - $1.35K
278 $0
WULF
Terawulf Inc.

Financial Services
-300
- 50.0%
$2.73 - $6.82 $819 - $2.05K
300 $0
MRTN
Marten Transport LTD

Industrials
-57
- 50.0%
$13.63 - $16.49 $777 - $940
57 $0
CSR
Centerspace

Real Estate
-12
- 50.0%
$60.29 - $66.19 $723 - $794
12 $0
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-39
- 41.94%
$13.31 - $18.41 $519 - $718
54 $0
HCC
Warrior Met Coal, Inc.

Basic Materials
-16
- 50.0%
$46.21 - $57.16 $739 - $915
16 $0
DNN
Denison Mines Corp.

Energy
-500
- 50.0%
$1.3 - $2.1 $650 - $1.05K
500 $0
PGRE
Paramount Group, Inc.

Real Estate
-296
- 66.67%
$3.99 - $5.04 $1.18K - $1.49K
148 $0
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
-10
- 50.0%
$38.15 - $61.67 $382 - $617
10 $0
CDAY
Ceridian Hcm Holding Inc.

Technology
-20
- 66.67%
N/A
10 $0
PTGX
Protagonist Therapeutics, Inc

Healthcare
-12
- 50.0%
$35.09 - $59.76 $421 - $717
12 $0
CANG
Cango Inc.

Consumer Cyclical
-150
- 50.0%
$3.1 - $5.25 $465 - $788
150 $0
LEG
Leggett & Platt Inc

Consumer Cyclical
-70
- 50.0%
$7.91 - $11.06 $554 - $774
70 $0
DNUT
Krispy Kreme, Inc.

Consumer Defensive
-111
- 50.0%
$4.92 - $9.82 $546 - $1.09K
111 $0
ZIMV
Zim Vie Inc.

Healthcare
-53
- 51.96%
$10.8 - $15.22 $572 - $807
49 $0
KBH
Kb Home

Consumer Cyclical
-9
- 50.0%
$57.73 - $70.05 $520 - $630
9 $0
HQH
Tekla Healthcare Investors

Financial Services
-62
- 66.67%
$16.23 - $18.27 $1.01K - $1.13K
31 $0
Dimensional ETF Trust
-430
- 0.15%
N/A
287K $0
JGRO
J P Morgan Exchange Traded Fd
-37.1K
- 26.27%
N/A
104K $0
First Tr Exchng Traded Fd Vi
-277K
- 52.22%
N/A
254K $0
J P Morgan Exchange Traded F
-37.2K
- 39.67%
N/A
56.6K $0
Northern Lts Fd Tr Iv
-358
- 2.41%
N/A
14.5K $0
First Tr Exchng Traded Fd Vi
-242K
- 64.45%
N/A
133K $0
FSCO
Fs Cr Opportunities Corp Com
-293K
- 46.51%
N/A
337K $0
NFTY
First Tr Alphadex Fd Ii India
-31.3K
- 42.41%
N/A
42.6K $0
Pimco ETF Tr
-3.6K
- 6.03%
N/A
56K $0
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
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email