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
R
Ryder System Inc

Industrials
-189
- 68.98%
$168.66 - $189.57 $31.9K - $35.8K
85 $16K
FIVE
Five Below, Inc

Consumer Cyclical
-219
- 80.22%
$128.78 - $155.44 $28.2K - $34K
54 $8K
AFL
Aflac Inc

Financial Services
-900
- 7.53%
$98.09 - $111.7 $88.3K - $101K
11K $1.23M
VT
Vanguard Total World Stk Index

ETFs
-294
- 19.33%
$128.41 - $138.03 $37.8K - $40.6K
1.23K $169K
SOFI
So Fi Technologies, Inc.

Financial Services
-3.81K
- 41.71%
$17.64 - $29.81 $67.2K - $114K
5.33K $140K
XYL
Xylem Inc.

Industrials
-322
- 26.66%
$129.67 - $147.5 $41.8K - $47.5K
886 $130K
SON
Sonoco Products CO

Consumer Cyclical
-573
- 18.91%
$42.77 - $48.68 $24.5K - $27.9K
2.46K $105K
NGVT
Ingevity Corp

Basic Materials
-643
- 76.73%
$40.4 - $60.74 $26K - $39.1K
195 $10K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-3K
- 89.69%
$8.4 - $8.79 $25.2K - $26.4K
345 $2K
ITW
Illinois Tool Works Inc

Industrials
-321
- 7.36%
$252.31 - $269.41 $81K - $86.5K
4.04K $1.05M
MPWR
Monolithic Power Systems Inc

Technology
-50
- 46.3%
$711.24 - $922.81 $35.6K - $46.1K
58 $53K
CUBE
Cube Smart

Real Estate
-593
- 66.41%
$38.71 - $43.34 $23K - $25.7K
300 $12K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-563
- 75.17%
$44.34 - $45.94 $25K - $25.9K
186 $8K
NICE
Nice Ltd.

Technology
-147
- 94.23%
$127.85 - $171.98 $18.8K - $25.3K
9 $1K
DMAR
First Tr Ex Tr Viii Cboe Vest
-642
- 39.1%
$39.59 - $40.77 $25.4K - $26.2K
1K $40K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-219
- 35.84%
$94.03 - $117.16 $20.6K - $25.7K
392 $36K
CACI
Caci International Inc

Technology
-56
- 58.95%
N/A
39 $16K
VRSN
Verisign Inc

Technology
-82
- 68.33%
$263.02 - $305.98 $21.6K - $25.1K
38 $10K
HDB
Hdfc Bank LTD

Financial Services
-269
- 78.43%
$34.14 - $78.94 $9.18K - $21.2K
74 $2K
VV
Vanguard Large Cap ETF

ETFs
-137
- 16.39%
$285.05 - $309.14 $39.1K - $42.4K
699 $215K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-482
- 66.21%
$46.86 - $48.27 $22.6K - $23.3K
246 $11K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-287
- 69.16%
$79.9 - $92.0 $22.9K - $26.4K
128 $10K
PNR
Pentair PLC

Industrials
-227
- 95.78%
$100.62 - $112.59 $22.8K - $25.6K
10 $1K
TER
Teradyne, Inc

Technology
-259
- 97.74%
$90.15 - $137.64 $23.3K - $35.6K
6 $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-827
- 8.57%
$50.02 - $53.28 $41.4K - $44.1K
8.82K $461K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-121
- 1.83%
$61.86 - $71.34 $7.49K - $8.63K
6.5K $416K
CHWY
Chewy, Inc.

Consumer Cyclical
-160
- 2.22%
$34.27 - $42.33 $5.48K - $6.77K
7.04K $284K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-1.32K
- 38.65%
$22.95 - $31.03 $30.2K - $40.8K
2.09K $58K
FYBR
Frontier Communications Parent, Inc.

Communication Services
-606
- 41.54%
$36.44 - $37.53 $22.1K - $22.7K
853 $31K
FMC
Fmc Corp

Basic Materials
-255
- 16.6%
$33.15 - $44.45 $8.45K - $11.3K
1.28K $43K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-196
- 42.89%
$121.46 - $130.92 $23.8K - $25.7K
261 $34K
FLEX
Flex Ltd.

Technology
-455
- 64.54%
$48.49 - $59.33 $22.1K - $27K
250 $14K
LITE
Lumentum Holdings Inc.

Technology
-232
- 94.69%
$90.44 - $171.5 $21K - $39.8K
13 $2K
SNX
Td Synnex Corp

Technology
-157
- 94.58%
$135.82 - $166.01 $21.3K - $26.1K
9 $1K
KRG
Kite Realty Group Trust

Real Estate
-679
- 4.45%
$20.94 - $23.26 $14.2K - $15.8K
14.6K $325K
TREX
Trex CO Inc

Industrials
-101
- 1.95%
$50.48 - $68.49 $5.1K - $6.92K
5.07K $261K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-118
- 7.55%
$48.34 - $67.22 $5.7K - $7.93K
1.45K $70K
RIOT
Riot Blockchain, Inc.

Technology
-3.9K
- 55.63%
$11.03 - $19.78 $43K - $77.1K
3.11K $59K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-149
- 29.39%
$122.0 - $138.74 $18.2K - $20.7K
358 $45K
VTRS
Viatris Inc

Healthcare
-2.64K
- 39.86%
$8.74 - $10.69 $23K - $28.2K
3.98K $39K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-88
- 45.83%
$185.65 - $214.38 $16.3K - $18.9K
104 $20K
RVT
Royce Value Trust, Inc.

Financial Services
-1.37K
- 71.77%
$14.94 - $16.5 $20.4K - $22.6K
538 $8K
VOD
Vodafone Group Public LTD CO

Communication Services
-1.93K
- 78.61%
$10.67 - $12.06 $20.6K - $23.3K
525 $6K
DINO
Hf Sinclair Corp

Energy
-484
- 97.58%
$42.11 - $54.01 $20.4K - $26.1K
12 $0
VONG
Vanguard Russell 1000 Growth E

ETFs
-488
- 13.73%
$108.08 - $121.73 $52.7K - $59.4K
3.07K $369K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-210
- 6.06%
$95.22 - $96.21 $20K - $20.2K
3.25K $312K
MKL
Markel Corp

Financial Services
-5
- 4.5%
$1898.34 - $2031.8 $9.49K - $10.2K
106 $202K
FTGC
First Trust Global Tactical CO

ETFs
-971
- 22.6%
$24.67 - $26.32 $24K - $25.6K
3.33K $86K
KD
Kyndryl Holdings, Inc.

Technology
-53
- 3.56%
$28.94 - $43.41 $1.53K - $2.3K
1.43K $43K
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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