Geneos Wealth Management Inc. Reduced Holdings in Q3 2024

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-270
- 1.36%
$144.27 - $157.55 $39K - $42.5K
19.5K $3.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.14K
- 3.35%
$117.9 - $128.2 $134K - $146K
32.8K $4.21M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-101
- 0.56%
$95.1 - $106.76 $9.61K - $10.8K
17.9K $1.91M
FTCS
First Trust Capital Strength E

ETFs
-217
- 0.68%
$83.58 - $90.94 $18.1K - $19.7K
31.6K $2.87M
SHW
Sherwin Williams CO

Basic Materials
-136
- 4.48%
$294.65 - $384.0 $40.1K - $52.2K
2.9K $1.11M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-16.3K
- 6.3%
$25.45 - $29.53 $414K - $480K
242K $7.05M
KRE
Spdr S&P Regional Banking ETF

ETFs
-171
- 0.57%
$47.94 - $59.23 $8.2K - $10.1K
29.7K $1.68M
IYF
Ishares Tr

ETFs
-21
- 0.09%
$93.83 - $105.05 $1.97K - $2.21K
24.4K $2.53M
VNQ
Vanguard Specialized Funds Van

ETFs
-991
- 4.14%
$82.97 - $98.97 $82.2K - $98.1K
22.9K $2.23M
KMI
Kinder Morgan, Inc.

Energy
-7.41K
- 3.95%
$19.72 - $22.22 $146K - $165K
180K $3.98M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.1K
- 1.82%
$39.95 - $45.86 $43.7K - $50.2K
59K $2.69M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-5.24K
- 5.64%
$77.23 - $87.97 $405K - $461K
87.7K $7.62M
DE
Deere & CO

Industrials
-227
- 2.23%
$344.84 - $418.0 $78.3K - $94.9K
9.96K $4.16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.26K
- 3.46%
$105.53 - $118.34 $239K - $268K
63.1K $7.38M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-967
- 1.09%
$44.07 - $50.57 $42.6K - $48.9K
87.6K $4.43M
PHYS
Sprott Physical Gold Trust

Financial Services
-2.21K
- 0.88%
$18.12 - $20.72 $40.1K - $45.9K
249K $5.09M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-2.66K
- 1.31%
$23.06 - $26.41 $61.2K - $70.1K
200K $5.21M
CGGR
Capital Group Growth ETF Shs C

ETFs
-7.71K
- 1.19%
$30.71 - $34.79 $237K - $268K
641K $22.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
-260
- 0.38%
$149.02 - $167.67 $38.7K - $43.6K
67.6K $11.3M
IWV
Ishares Russell 3000 ETF

ETFs
-1.82K
- 1.71%
$294.75 - $326.73 $538K - $596K
105K $34.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.09K
- 0.57%
$113.41 - $125.62 $237K - $263K
363K $45.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.18K
- 0.85%
$520.18 - $576.82 $616K - $683K
139K $80M
SPY
Spdr S&P 500 ETF Trust

ETFs
-514
- 0.32%
$517.38 - $573.86 $266K - $295K
160K $92.1M
Activity Summary
Buys All Purchases 1595 New Holdings 585 Increased Positions 1010 Sells All Sells 424 Reductions 424 Sold out 0 Options Calls 0 Puts 0
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