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
PWR
Quanta Services, Inc.

Industrials
-4.66K
- 95.69%
$372.29 - $421.68 $1.73M - $1.96M
210 $87K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-14.5K
- 67.9%
$116.29 - $120.92 $1.68M - $1.75M
6.85K $821K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-13K
- 83.46%
$131.47 - $143.64 $1.71M - $1.87M
2.58K $364K
VB
Vanguard Small Cap ETF

ETFs
-7.55K
- 59.2%
$237.58 - $259.17 $1.79M - $1.96M
5.2K $1.32M
VGT
Vanguard Information Technolog

ETFs
-2.69K
- 70.82%
$656.44 - $753.15 $1.77M - $2.03M
1.11K $828K
ISRG
Intuitive Surgical Inc

Healthcare
-2.13K
- 31.57%
$433.66 - $544.47 $922K - $1.16M
4.61K $2.06M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-55.6K
- 66.9%
$26.52 - $31.32 $1.47M - $1.74M
27.5K $851K
EWD
Ishares Inc Msci Sweden ETF

ETFs
-33.7K
- 99.85%
$43.68 - $47.85 $1.47M - $1.61M
51 $2K
JPM
Jpmorgan Chase & CO

Financial Services
-11.6K
- 13.96%
$282.78 - $316.06 $3.28M - $3.67M
71.6K $22.6M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-35.8K
- 41.23%
$42.75 - $43.37 $1.53M - $1.55M
51K $2.21M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-68.7K
- 79.74%
$20.34 - $21.61 $1.4M - $1.49M
17.5K $376K
XLU
Utilities Sector Spdr

ETFs
-18.7K
- 44.5%
$81.14 - $87.32 $1.52M - $1.64M
23.4K $2.04M
PM
Philip Morris International Inc.

Consumer Defensive
-4.55K
- 14.0%
$157.77 - $183.27 $718K - $834K
27.9K $4.53M
VPU
Vanguard Utilities ETF

ETFs
-7.97K
- 78.85%
$175.25 - $189.41 $1.4M - $1.51M
2.14K $404K
VDC
Vanguard Consumer Staples ETF

ETFs
-6.22K
- 80.74%
$212.64 - $225.25 $1.32M - $1.4M
1.48K $316K
CTAS
Cintas Corp

Industrials
-5.98K
- 88.05%
$199.29 - $226.27 $1.19M - $1.35M
811 $166K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-26K
- 96.69%
$50.73 - $52.47 $1.32M - $1.36M
890 $46K
LLY
Eli Lilly & CO

Healthcare
-1.51K
- 16.81%
$625.65 - $812.69 $947K - $1.23M
7.49K $5.72M
T
At&T Inc.

Communication Services
-43K
- 33.64%
$26.94 - $29.62 $1.16M - $1.27M
84.8K $2.39M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-14K
- 13.08%
$91.44 - $91.77 $1.28M - $1.29M
93.2K $8.55M
IBM
International Business Machines Corp

Technology
-3.35K
- 12.97%
$234.77 - $292.47 $786K - $979K
22.5K $6.34M
SUB
Ishares Short Term National Mu

ETFs
-11.9K
- 86.2%
$106.17 - $107.3 $1.26M - $1.28M
1.91K $203K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-51.1K
- 97.05%
$24.11 - $24.94 $1.23M - $1.27M
1.55K $38K
COF
Capital One Financial Corp

Financial Services
-5.73K
- 58.55%
$207.29 - $229.74 $1.19M - $1.32M
4.06K $862K
TT
Trane Technologies PLC

Industrials
-2.73K
- 73.37%
$398.96 - $472.54 $1.09M - $1.29M
990 $417K
HCA
Hca Healthcare, Inc.

Healthcare
-3.14K
- 78.46%
$334.32 - $426.2 $1.05M - $1.34M
861 $366K
WMT
Walmart Inc.

Consumer Defensive
-15.6K
- 18.16%
$94.4 - $104.27 $1.47M - $1.63M
70.4K $7.26M
ADBE
Adobe Inc.

Technology
-1.72K
- 11.16%
$333.65 - $392.1 $575K - $675K
13.7K $4.84M
SPGI
S&P Global Inc.

Financial Services
-2.13K
- 91.72%
$484.94 - $564.15 $1.03M - $1.2M
192 $93K
ALTL
Pacer Lunt Large Cap Altenator

Technology
-74K
- 17.64%
$37.71 - $42.96 $2.79M - $3.18M
346K $14.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-34.2K
- 9.65%
$55.15 - $58.11 $1.89M - $1.99M
320K $18.4M
PH
Parker Hannifin Corp

Industrials
-1.64K
- 72.02%
$697.13 - $769.67 $1.14M - $1.26M
636 $482K
DIS
Walt Disney CO

Communication Services
-1.73K
- 1.87%
$112.25 - $124.0 $194K - $214K
90.6K $10.4M
EOG
Eog Resources Inc

Energy
-5.19K
- 8.85%
$112.12 - $126.1 $582K - $655K
53.5K $6M
BSCU
Invesco Exc Self Ind Tr

ETFs
-61.4K
- 22.65%
$16.67 - $17.03 $1.02M - $1.05M
210K $3.54M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-10.1K
- 8.68%
$181.56 - $190.33 $1.84M - $1.93M
107K $20.3M
PGR
Progressive Corp

Financial Services
-461
- 1.05%
$238.61 - $264.3 $110K - $122K
43.3K $10.7M
MBB
Ishares Tr

ETFs
-12.1K
- 9.24%
$92.46 - $95.73 $1.11M - $1.15M
118K $11.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.83K
- 22.65%
$291.67 - $316.99 $1.12M - $1.21M
13.1K $3.97M
GE
General Electric CO

Industrials
-5.49K
- 34.44%
$244.75 - $305.63 $1.34M - $1.68M
10.4K $3.14M
TJX
Tjx Companies Inc

Consumer Cyclical
-7.57K
- 88.28%
$121.35 - $144.54 $919K - $1.09M
1.01K $145K
INTU
Intuit Inc

Technology
-1.08K
- 69.39%
$646.03 - $807.39 $696K - $870K
475 $324K
SCHO
Schwab Short Term Us Treasury

ETFs
-36.3K
- 99.24%
$24.23 - $24.42 $880K - $887K
280 $6K
MSTR
Microstrategy Inc

Technology
-504
- 5.93%
$300.7 - $455.9 $152K - $230K
8K $2.58M
XOM
Exxon Mobil Corp

Energy
-16.9K
- 7.94%
$105.83 - $117.22 $1.79M - $1.98M
196K $22.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-3.46K
- 55.4%
$275.84 - $326.36 $954K - $1.13M
2.79K $909K
IGE
Ishares Tr North Amern Nat Res

ETFs
-19.4K
- 69.74%
$44.5 - $49.6 $863K - $962K
8.42K $413K
BAC
Bank Of America Corp

Financial Services
-20.8K
- 34.3%
$44.92 - $52.42 $935K - $1.09M
39.9K $2.06M
VTHR
Vanguard Russell 3000 ETF

ETFs
-2.96K
- 99.8%
$272.54 - $295.85 $807K - $876K
6 $1K
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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