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
Sitio Royalties Corp
-265
- 50.0%
N/A
265 $0
Expand Energy Corporation
-96
- 66.67%
N/A
48 $0
Phinia Inc
-51
- 29.31%
N/A
123 $0
BFB
Brown Forman Corp Cl B
-177
- 53.64%
N/A
153 $0
LYV
Live Nation Entertainment, Inc.

Communication Services
-1
- 2.5%
$115.79 - $154.66 $116 - $155
39 $5K
Grayscale Ethereum Mini Tr E
-212
- 44.73%
N/A
262 $0
Bankfinancial Corp
-345
- 50.0%
N/A
345 $0
Masterbrand Inc
-302
- 47.78%
N/A
330 $0
KSS
Kohls Corp

Consumer Cyclical
-27
- 4.96%
$8.06 - $14.12 $218 - $381
517 $4K
HNI
Hni Corp

Industrials
-11
- 10.78%
$43.17 - $51.26 $475 - $564
91 $4K
Digitalbridge Group Inc
-108
- 20.11%
N/A
429 $0
Fidelity Covington Trust
-114
- 50.0%
N/A
114 $0
Tidal Tr Ii
-219
- 50.11%
N/A
218 $0
Tidal Tr Ii
-208
- 50.0%
N/A
208 $0
WOLF
Wolfspeed, Inc.

Technology
-130
- 11.01%
$2.59 - $7.48 $337 - $972
1.05K $3K
Proshares Tr
-45
- 43.69%
N/A
58 $0
QDEL
Quidel Ortho Corp

Healthcare
-7
- 8.75%
$34.78 - $47.61 $243 - $333
73 $2K
John Hancock Exchange Traded
-77
- 50.0%
N/A
77 $0
AMH
American Homes 4 Rent

Real Estate
-17
- 22.08%
$34.43 - $37.81 $585 - $643
60 $2K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-20
- 22.47%
$31.17 - $40.0 $623 - $800
69 $2K
CCSI
Consensus Cloud Solutions, Inc.

Technology
-8
- 7.69%
$23.08 - $30.44 $185 - $244
96 $2K
Two Hbrs Invt Corp
-158
- 50.0%
N/A
158 $0
Ferguson Enterprises Inc
-2
- 13.33%
N/A
13 $0
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
-45
- 16.67%
$9.16 - $9.5 $412 - $428
225 $2K
Liberty Media Corp Del
-11
- 26.83%
N/A
30 $0
PEGA
Pegasystems Inc

Technology
-12
- 29.27%
$68.14 - $112.29 $818 - $1.35K
29 $2K
Exchange Listed Fds Tr
-90
- 50.0%
N/A
90 $0
Armour Residential Reit Inc
-52
- 33.33%
N/A
104 $0
Grail Inc
-26
- 31.71%
N/A
56 $0
Ats Corporation
-57
- 50.0%
N/A
57 $0
CNDT
Conduent Inc

Technology
-200
- 29.94%
$2.7 - $4.42 $540 - $884
468 $1K
Guardian Pharmacy Svcs Inc
-59
- 50.0%
N/A
59 $0
BFA
Brown Forman Corp Cl A
-74
- 66.67%
N/A
37 $0
UAA
Under Armour, Inc.

Consumer Cyclical
-27
- 12.05%
$6.25 - $8.66 $169 - $234
197 $1K
CHH
Choice Hotels International Inc

Consumer Cyclical
-4
- 30.77%
$127.89 - $155.97 $512 - $624
9 $1K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
-74
- 37.95%
$5.11 - $8.91 $378 - $659
121 $1K
American Battery Technology
-2K
- 66.67%
N/A
1K $0
Fortrea Hldgs Inc
-117
- 50.0%
N/A
117 $0
TGNA
Tegna Inc

Communication Services
-5
- 10.2%
$16.63 - $18.95 $83.1 - $94.8
44 $0
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-85
- 6.09%
$0.6 - $1.22 $51 - $104
1.31K $0
Magnera Corp
-31
- 46.97%
N/A
35 $0
Biohaven LTD
-23
- 50.0%
N/A
23 $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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