Geneos Wealth Management Inc. Sells in Q3 2025

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TAP
Molson Coors Beverage CO

Consumer Defensive
-932
- 82.77%
$44.09 - $52.81 $41.1K - $49.2K
194 $8K
HAL
Halliburton CO

Energy
-3.9K
- 32.74%
$20.5 - $25.11 $80K - $98K
8.02K $197K
WCN
Waste Connections, Inc.

Industrials
-239
- 83.28%
$171.32 - $191.84 $40.9K - $45.8K
48 $8K
FDS
Factset Research Systems Inc

Financial Services
-91
- 77.78%
$283.86 - $450.3 $25.8K - $41K
26 $7K
IX
Orix Corp

Financial Services
-1.99K
- 96.6%
$22.28 - $27.06 $44.2K - $53.7K
70 $1K
IWN
Ishares Russell2000 Val ETF

ETFs
-2.32K
- 12.09%
$157.1 - $178.94 $364K - $415K
16.9K $2.98M
GDV
Gabelli Dividend & Income Trust

Financial Services
-1.85K
- 32.12%
$25.8 - $27.4 $47.7K - $50.6K
3.91K $105K
GPN
Global Payments Inc

Industrials
-566
- 53.45%
$77.61 - $90.01 $43.9K - $50.9K
493 $40K
WDAY
Workday, Inc.

Technology
-183
- 85.12%
$213.69 - $247.69 $39.1K - $45.3K
32 $7K
SEIC
Sei Investments CO

Financial Services
-495
- 93.05%
$84.85 - $93.8 $42K - $46.4K
37 $3K
ETN
Eaton Corp PLC

Industrials
-384
- 6.6%
$342.99 - $392.76 $132K - $151K
5.44K $2.03M
SNOW
Snowflake Inc.

Technology
-194
- 43.02%
$191.73 - $241.0 $37.2K - $46.8K
257 $57K
CBRE
Cbre Group, Inc.

Real Estate
-328
- 64.69%
$137.04 - $165.9 $44.9K - $54.4K
179 $28K
HQH
Tekla Healthcare Investors

Financial Services
-2.82K
- 97.51%
$15.58 - $18.46 $44K - $52.1K
72 $1K
CLX
Clorox CO

Consumer Defensive
-389
- 23.28%
$117.67 - $131.43 $45.8K - $51.1K
1.28K $158K
FANG
Diamondback Energy, Inc.

Energy
-353
- 24.28%
$134.53 - $152.5 $47.5K - $53.8K
1.1K $157K
VRSK
Verisk Analytics, Inc.

Industrials
-105
- 39.47%
$242.3 - $312.95 $25.4K - $32.9K
161 $40K
TSN
Tyson Foods, Inc.

Consumer Defensive
-729
- 60.7%
$52.3 - $57.69 $38.1K - $42.1K
472 $25K
HIW
Highwoods Properties, Inc.

Real Estate
-1.34K
- 76.68%
$28.32 - $32.39 $37.8K - $43.2K
406 $12K
FOXA
Fox Corp

Communication Services
-763
- 93.05%
$53.87 - $63.06 $41.1K - $48.1K
57 $3K
FHN
First Horizon Corp

Financial Services
-2.01K
- 93.05%
$21.16 - $23.23 $42.5K - $46.6K
150 $3K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-1.13K
- 18.81%
$56.19 - $62.9 $63.2K - $70.8K
4.86K $299K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-4.17K
- 17.66%
$10.08 - $11.67 $42.1K - $48.7K
19.5K $211K
MSI
Motorola Solutions, Inc.

Technology
-136
- 23.41%
$408.73 - $490.3 $55.6K - $66.7K
445 $203K
SHV
Ishares Tr

ETFs
-378
- 30.26%
$110.06 - $110.49 $41.6K - $41.8K
871 $96K
ICLR
Icon PLC

Healthcare
-325
- 60.07%
$139.63 - $195.01 $45.4K - $63.4K
216 $37K
ROL
Rollins Inc

Consumer Cyclical
-745
- 79.51%
$55.05 - $58.74 $41K - $43.8K
192 $11K
WTW
Willis Towers Watson PLC

Financial Services
-135
- 83.85%
$301.83 - $345.45 $40.7K - $46.6K
26 $8K
SLB
Schlumberger Limited

Energy
-3.2K
- 2.62%
$32.37 - $37.31 $103K - $119K
119K $4.09M
BWXT
Bwx Technologies, Inc.

Industrials
-553
- 35.96%
$136.45 - $184.37 $75.5K - $102K
985 $181K
NEAR
Blackrock Short Maturity Bond

ETFs
-784
- 27.55%
$50.8 - $51.32 $39.8K - $40.2K
2.06K $105K
IYLD
Ishares Tr Ishares Morningstar

ETFs
-1.99K
- 42.14%
$20.48 - $21.33 $40.8K - $42.5K
2.74K $58K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-426
- 55.11%
$86.67 - $100.17 $36.9K - $42.7K
347 $31K
NLOK
Norton Life Lock Inc.

Technology
-1.88K
- 75.19%
N/A
621 $13K
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
-615
- 71.1%
$63.58 - $66.13 $39.1K - $40.7K
250 $16K
HXL
Hexcel Corp

Industrials
-720
- 77.92%
$57.15 - $64.88 $41.1K - $46.7K
204 $12K
MMT
Mfs Multimarket Income Trust

Financial Services
-8.55K
- 78.74%
$4.61 - $4.85 $39.4K - $41.5K
2.31K $11K
CTSH
Cognizant Technology Solutions Corp

Technology
-493
- 76.67%
$66.67 - $80.98 $32.9K - $39.9K
150 $10K
STE
Steris PLC

Healthcare
-166
- 95.4%
$221.21 - $252.43 $36.7K - $41.9K
8 $1K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.39K
- 15.25%
$28.38 - $29.05 $39.5K - $40.5K
7.74K $223K
HLN
Haleon PLC

Healthcare
-3.6K
- 77.61%
$8.72 - $10.35 $31.4K - $37.3K
1.04K $9K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-99
- 80.49%
$332.69 - $399.0 $32.9K - $39.5K
24 $7K
UTHR
United Therapeutics Corp

Healthcare
-140
- 96.55%
$274.7 - $438.75 $38.5K - $61.4K
5 $2K
SBAC
Sba Communications Corp

Real Estate
-166
- 98.22%
$191.35 - $239.35 $31.8K - $39.7K
3 $0
AVXL
Anavex Life Sciences Corp.

Healthcare
-2.65K
- 5.88%
$8.44 - $13.41 $22.4K - $35.5K
42.4K $377K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-760
- 12.12%
$50.08 - $50.37 $38.1K - $38.3K
5.51K $276K
SJM
J M Smucker CO

Consumer Defensive
-560
- 25.21%
$102.24 - $113.2 $57.3K - $63.4K
1.66K $180K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.05K
- 17.89%
$36.55 - $37.16 $38.5K - $39.2K
4.84K $179K
AMCR
Amcor PLC

Consumer Cyclical
-4.15K
- 91.11%
$7.97 - $9.94 $33.1K - $41.2K
405 $3K
Activity Summary
Buys All Purchases 649 New Holdings 141 Increased Positions 508 Sells All Sells 1176 Reductions 1176 Sold out 0 Options Calls 0 Puts 0
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