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
FTCS
First Trust Capital Strength E

ETFs
-321
- 0.61%
$89.72 - $93.74 $28.8K - $30.1K
52.7K $4.94M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.18K
- 1.25%
$47.56 - $49.7 $55.9K - $58.4K
92.6K $4.58M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.06K
- 4.71%
$164.63 - $174.58 $504K - $534K
61.9K $10.8M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-4.48K
- 1.2%
$11.15 - $11.87 $50K - $53.2K
369K $4.28M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.7K
- 3.34%
$21.69 - $23.34 $233K - $250K
310K $7.22M
HSY
Hershey CO

Consumer Defensive
-11
- 0.17%
$161.95 - $193.45 $1.78K - $2.13K
6.34K $1.19M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-385
- 0.93%
$78.88 - $85.2 $30.4K - $32.8K
41.1K $3.43M
CGUS
Capital Group Core Equity ETF
-5.74K
- 4.09%
$36.89 - $39.72 $212K - $228K
135K $5.33M
RTX
Raytheon Technologies Corp

Industrials
-2.04K
- 8.84%
$144.19 - $167.33 $294K - $341K
21K $3.52M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-475
- 2.21%
$182.33 - $194.5 $86.6K - $92.4K
21K $4.09M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-232
- 0.25%
$35.21 - $37.43 $8.17K - $8.68K
91.5K $3.41M
GS
Goldman Sachs Group Inc

Financial Services
-903
- 8.85%
$696.56 - $806.32 $629K - $728K
9.31K $7.41M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-3.7K
- 11.31%
$44.14 - $61.05 $163K - $226K
29K $1.75M
CSX
Csx Corp

Industrials
-8.21K
- 4.89%
$32.05 - $36.52 $263K - $300K
160K $5.67M
STX
Seagate Technology Holdings PLC

Technology
-833
- 19.45%
$142.01 - $236.06 $118K - $197K
3.45K $814K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-621
- 1.31%
$87.69 - $96.0 $54.5K - $59.6K
46.6K $4.4M
IQV
Iqvia Holdings Inc.

Healthcare
-510
- 5.31%
$157.68 - $200.82 $80.4K - $102K
9.1K $1.73M
XLC
Select Sector Spdr Tr Communic

ETFs
-855
- 2.65%
$105.99 - $119.41 $90.6K - $102K
31.4K $3.72M
GD
General Dynamics Corp

Industrials
-360
- 5.22%
$293.92 - $341.0 $106K - $123K
6.54K $2.23M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-513
- 0.28%
$44.8 - $46.43 $23K - $23.8K
182K $8.45M
UBER
Uber Technologies, Inc

Technology
-2.27K
- 2.3%
$86.91 - $99.57 $197K - $226K
96.5K $9.45M
CIEN
Ciena Corp

Technology
-53
- 1.38%
$77.75 - $145.67 $4.12K - $7.72K
3.79K $552K
XLY
Select Sector Spdr Consumer Di

ETFs
-534
- 3.23%
$216.09 - $242.18 $115K - $129K
16K $3.84M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-8
- 0.07%
$86.72 - $111.84 $694 - $895
11.4K $1.28M
PSX
Phillips 66

Energy
-796
- 3.61%
$118.37 - $139.46 $94.2K - $111K
21.3K $2.89M
XLK
Technology Sector Spdr

ETFs
-2.62K
- 7.4%
$250.97 - $282.66 $657K - $740K
32.7K $9.23M
FNDC
Schwab Fundamental Intl Small

ETFs
-5.44K
- 2.58%
$41.81 - $45.21 $228K - $246K
206K $9.15M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-737
- 0.35%
$25.53 - $26.94 $18.8K - $19.9K
212K $5.71M
O
Realty Income Corp

Real Estate
-3.53K
- 2.26%
$56.13 - $60.79 $198K - $214K
153K $9.29M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-144
- 2.85%
$103.83 - $179.9 $15K - $25.9K
4.92K $878K
SCHW
Schwab Charles Corp

Financial Services
-1.02K
- 1.03%
$91.03 - $98.69 $92.8K - $101K
97.6K $9.31M
XEL
Xcel Energy Inc

Utilities
-2.08K
- 4.9%
$67.56 - $80.65 $141K - $168K
40.4K $3.26M
SECT
Sector 10, Inc.

ETFs
-888
- 1.0%
$57.95 - $63.16 $51.5K - $56.1K
87.9K $5.54M
INTC
Intel Corp

Technology
-7.72K
- 13.04%
$19.31 - $35.5 $149K - $274K
51.4K $1.73M
MOD
Modine Manufacturing CO

Consumer Cyclical
-22
- 0.23%
$90.02 - $158.57 $1.98K - $3.49K
9.58K $1.36M
ITA
Ishares Tr

ETFs
-431
- 1.64%
$184.73 - $209.26 $79.6K - $90.2K
25.9K $5.42M
GLD
Spdr Gold Trust

ETFs
-3.04K
- 9.95%
$300.96 - $355.47 $914K - $1.08M
27.5K $9.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.57K
- 2.1%
$459.11 - $506.91 $722K - $797K
73.3K $36.9M
URA
Global X Uranium ETF

ETFs
-2.49K
- 3.65%
$36.45 - $50.4 $90.9K - $126K
65.9K $3.14M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-9.17K
- 5.9%
$32.29 - $38.12 $296K - $350K
146K $5.58M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.5K
- 2.07%
$108.46 - $120.63 $163K - $181K
71.2K $8.46M
MDT
Medtronic PLC

Healthcare
-259
- 0.38%
$87.67 - $95.74 $22.7K - $24.8K
67.6K $6.43M
SIL
Global X Silver Miners ETF

ETFs
-130
- 0.56%
$47.34 - $71.63 $6.15K - $9.31K
23.2K $1.66M
APP
App Lovin Corp

Technology
-1.51K
- 34.01%
$335.1 - $718.54 $505K - $1.08M
2.92K $2.1M
PLTR
Palantir Technologies Inc.

Technology
-137
- 1.07%
$130.68 - $186.97 $17.9K - $25.6K
12.7K $2.31M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-421
- 0.91%
$112.94 - $129.99 $47.5K - $54.7K
46.1K $5.9M
PHYS
Sprott Physical Gold Trust

Financial Services
-12.1K
- 5.46%
$25.02 - $29.62 $302K - $358K
209K $6.19M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-9.26K
- 3.34%
$50.7 - $54.86 $469K - $508K
268K $14.7M
GALT
Galectin Therapeutics Inc

Healthcare
-63.1K
- 14.9%
$2.09 - $5.37 $132K - $339K
360K $1.51M
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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