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
VMEO
Vimeo, Inc.

Technology
-48
- 0.84%
$5.26 - $6.93 $252 - $333
5.65K $29K
Aptiv PLC
-25
- 4.89%
N/A
486 $0
Aim ETF Products Trust
-2K
- 66.67%
N/A
1K $0
Bank America Corp
-23
- 50.0%
N/A
23 $0
First Tr Exchange Traded Fd
-700
- 50.0%
N/A
700 $0
Corpay Inc
-61
- 44.2%
N/A
77 $0
RBLX
Roblox Corp

Communication Services
-10
- 2.16%
$53.77 - $75.47 $538 - $755
453 $26K
Atmus Filtration Technologie
-644
- 48.35%
N/A
688 $0
TTAI
Fcf International Quality ETF
-881
- 50.0%
N/A
881 $0
Wk Kellogg CO
-124
- 9.29%
N/A
1.21K $0
Expand Energy Corporation
-404
- 65.06%
N/A
217 $0
Bunge Global Sa
-116
- 30.13%
N/A
269 $0
First Tr Exchng Traded Fd Vi
-650
- 50.0%
N/A
650 $0
DAUG
First Tr ETF Viii Cboe Vest Us
-500
- 50.0%
N/A
500 $0
Nebius Group N V
-194
- 17.77%
N/A
898 $0
Primo Brands Corporation
-54
- 9.23%
N/A
531 $0
PCVX
Vaxcyte, Inc.

Healthcare
-3
- 0.61%
$37.76 - $92.13 $113 - $276
485 $18K
JWN
Nordstrom Inc

Consumer Cyclical
-20
- 2.6%
$24.01 - $24.46 $480 - $489
748 $18K
Jacobs Solutions Inc
-92
- 38.66%
N/A
146 $0
Fidelity Ethereum Fd
-1.93K
- 66.67%
N/A
967 $0
Cooper Cos Inc
-148
- 41.46%
N/A
209 $0
Crane Company
-89
- 44.28%
N/A
112 $0
Saba Capital Income Opport
-214
- 10.56%
N/A
1.81K $0
Liberty Media Corp Del
-3
- 1.34%
N/A
221 $0
Knife River Corp
-13
- 8.18%
N/A
146 $0
STXG
Ea Ser Tr Strive 1000 Growth E
-300
- 50.0%
N/A
300 $0
Sinclair Inc
-649
- 46.39%
N/A
750 $0
RBLD
First Tr Exchange Traded Fd Ii
-175
- 50.0%
N/A
175 $0
EGP
Eastgroup Properties Inc

Real Estate
-4
- 5.88%
$155.63 - $187.46 $623 - $750
64 $11K
Net Lease Office Properties
-233
- 39.49%
N/A
357 $0
PPC
Pilgrims Pride Corp

Consumer Defensive
-16
- 7.31%
$44.52 - $55.93 $712 - $895
203 $11K
RNSC
First Tr Vi Small Cap Us Equit
-400
- 50.0%
N/A
400 $0
PIZ
Invesco Exchange Traded Fd Tr
-185
- 39.36%
N/A
285 $0
Ncr Atleos Corporation
-108
- 24.11%
N/A
340 $0
Greystone Housing Impact Inv
-701
- 50.0%
N/A
701 $0
OXYWS
Occidental Pete Corp Wt Exp 08
-7
- 2.36%
N/A
290 $0
Proshares Tr
-310
- 50.0%
N/A
310 $0
Calamos ETF Tr
-315
- 50.0%
N/A
315 $0
ALGN
Align Technology Inc

Healthcare
-2
- 4.0%
$158.86 - $234.89 $318 - $470
48 $7K
VFC
V F Corp

Consumer Cyclical
-15
- 2.98%
$15.52 - $26.93 $233 - $404
489 $7K
PZZA
Papa Johns International Inc

Consumer Cyclical
-14
- 7.25%
$36.01 - $51.28 $504 - $718
179 $7K
Themes ETF Tr
-110
- 30.56%
N/A
250 $0
Everus Constr Group
-255
- 57.56%
N/A
188 $0
HRI
Herc Holdings Inc

Industrials
-1
- 1.92%
$122.25 - $211.06 $122 - $211
51 $6K
Aegon LTD
-367
- 26.97%
N/A
994 $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-126
- 50.0%
N/A
126 $0
APO
Apollo Global Management, Inc.

Financial Services
-5
- 9.8%
$126.01 - $172.06 $630 - $860
46 $6K
Lithium Amers Corp New
-174
- 6.98%
N/A
2.32K $0
Expand Energy Corporation
-106
- 66.67%
N/A
53 $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
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