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
PECO
Phillips Edison & Company, Inc.

Real Estate
-22.7K
- 59.92%
$33.04 - $36.15 $750K - $821K
15.2K $521K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.78K
- 93.82%
$366.54 - $479.53 $651K - $851K
117 $45K
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.94K
- 37.92%
$282.75 - $294.19 $831K - $865K
4.81K $1.41M
CME
Cme Group Inc.

Financial Services
-2.79K
- 41.28%
$258.83 - $287.1 $721K - $800K
3.96K $1.07M
NOW
Service Now, Inc.

Technology
-753
- 95.44%
$850.86 - $1044.69 $641K - $787K
36 $33K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-18.4K
- 65.53%
$41.8 - $43.15 $771K - $795K
9.7K $414K
EMB
Ishares Tr

ETFs
-8.42K
- 68.4%
$91.52 - $95.59 $770K - $804K
3.89K $370K
SYK
Stryker Corp

Healthcare
-433
- 1.87%
$368.57 - $403.53 $160K - $175K
22.7K $8.39M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-42.1K
- 14.1%
$42.67 - $46.91 $1.8M - $1.97M
256K $12M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-37.2K
- 17.17%
$20.41 - $20.67 $758K - $768K
179K $3.69M
AWK
American Water Works Company, Inc.

Utilities
-5.3K
- 86.49%
$135.05 - $147.0 $716K - $779K
828 $115K
ZTS
Zoetis Inc.

Healthcare
-3.38K
- 13.53%
$141.13 - $159.19 $477K - $538K
21.6K $3.16M
IEFA
Ishares Tr

ETFs
-19.5K
- 7.68%
$81.7 - $87.53 $1.59M - $1.7M
234K $20.4M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-37.7K
- 15.52%
$19.61 - $19.79 $740K - $747K
205K $4.05M
PG
Procter & Gamble CO

Consumer Defensive
-3.67K
- 12.8%
$150.47 - $161.22 $552K - $591K
25K $3.84M
SNPS
Synopsys Inc

Technology
-1.37K
- 96.13%
$387.78 - $645.35 $530K - $883K
55 $27K
AMD
Advanced Micro Devices Inc

Technology
-6.75K
- 34.34%
$134.8 - $184.42 $910K - $1.25M
12.9K $2.09M
VHT
Vanguard Health Care ETF

ETFs
-2.87K
- 74.21%
$239.12 - $259.95 $685K - $745K
996 $258K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-72
- 9.02%
$5364.25 - $5815.92 $386K - $419K
726 $3.92M
NOC
Northrop Grumman Corp

Industrials
-1.51K
- 61.57%
$498.9 - $609.32 $754K - $921K
943 $574K
UNH
Unitedhealth Group Inc

Healthcare
-2.92K
- 27.01%
$237.77 - $353.61 $695K - $1.03M
7.9K $2.73M
KO
Coca Cola CO

Consumer Defensive
-6.39K
- 13.58%
$65.67 - $71.67 $420K - $458K
40.7K $2.7M
GPC
Genuine Parts CO

Consumer Cyclical
-5.35K
- 84.71%
$122.23 - $142.77 $653K - $763K
965 $133K
UNP
Union Pacific Corp

Industrials
-2.84K
- 32.55%
$214.91 - $237.16 $609K - $673K
5.88K $1.39M
CB
Chubb LTD

Financial Services
-1.59K
- 7.81%
$265.99 - $289.59 $424K - $462K
18.8K $5.31M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-30.7K
- 11.2%
$19.49 - $19.61 $599K - $602K
243K $4.76M
CSCO
Cisco Systems, Inc.

Technology
-7.82K
- 14.86%
$66.2 - $71.79 $518K - $562K
44.8K $3.07M
NXPI
Nxp Semiconductors N.V.

Technology
-2.63K
- 95.21%
$205.16 - $239.07 $539K - $628K
132 $30K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-64.5K
- 98.85%
$8.8 - $9.5 $567K - $613K
750 $7K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-13.8K
- 22.15%
$40.94 - $42.85 $564K - $590K
48.4K $2.04M
WMB
Williams Companies, Inc.

Energy
-8.65K
- 38.48%
$56.52 - $64.01 $489K - $554K
13.8K $875K
SPOT
Spotify Technology S.A.

Communication Services
-681
- 89.37%
$620.01 - $738.53 $422K - $503K
81 $56K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-3.19K
- 17.43%
$236.25 - $257.69 $754K - $823K
15.1K $3.88M
NVO
Novo Nordisk A S

Healthcare
-4.86K
- 27.27%
$45.38 - $71.7 $221K - $348K
13K $718K
SAP
Sap Se

Technology
-1.54K
- 88.47%
$252.42 - $311.93 $387K - $479K
200 $53K
MRK
Merck & Co., Inc.

Healthcare
-7.24K
- 25.0%
$77.6 - $87.37 $562K - $632K
21.7K $1.82M
ROP
Roper Technologies Inc

Industrials
-803
- 83.82%
$495.03 - $573.0 $398K - $460K
155 $77K
CMCSA
Comcast Corp

Communication Services
-8.91K
- 20.58%
$31.41 - $36.33 $280K - $324K
34.4K $1.08M
DE
Deere & CO

Industrials
-466
- 10.2%
$457.26 - $524.37 $213K - $244K
4.1K $1.88M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-16.4K
- 68.57%
$27.47 - $28.76 $451K - $473K
7.53K $216K
VZ
Verizon Communications Inc

Communication Services
-12.6K
- 7.74%
$40.84 - $45.06 $516K - $569K
151K $6.62M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.43K
- 16.61%
$92.26 - $97.51 $593K - $627K
32.3K $3.11M
MO
Altria Group, Inc.

Consumer Defensive
-12.7K
- 23.09%
$57.75 - $67.68 $732K - $857K
42.2K $2.79M
C
Citigroup Inc

Financial Services
-6.11K
- 51.32%
$85.57 - $103.49 $522K - $632K
5.79K $587K
GLDM
World Gold Trust

ETFs
-6.68K
- 83.58%
$64.73 - $76.45 $432K - $510K
1.31K $100K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-20K
- 68.42%
$20.84 - $21.03 $418K - $422K
9.25K $193K
KLAC
Kla Corp

Technology
-547
- 57.16%
$843.9 - $1078.6 $462K - $590K
410 $442K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2K
- 28.54%
$404.94 - $499.99 $811K - $1M
5.01K $2.43M
XLE
Energy Sector Spdr

ETFs
-9.29K
- 10.09%
$84.25 - $91.99 $783K - $855K
82.8K $7.4M
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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