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
AMGN
Amgen Inc

Healthcare
-1.54K
- 18.0%
$271.18 - $309.22 $416K - $475K
7K $1.97M
OSTK
Overstock.Com, Inc

Consumer Cyclical
-15.9K
- 96.07%
N/A
651 $16K
HYG
Ishares Tr

ETFs
-5.08K
- 40.17%
$79.85 - $81.32 $406K - $413K
7.57K $614K
DFAU
Dimensional ETF Tr

ETFs
-9.57K
- 83.63%
$42.42 - $45.96 $406K - $440K
1.87K $85K
ADP
Automatic Data Processing Inc

Industrials
-345
- 1.84%
$288.69 - $310.94 $99.6K - $107K
18.4K $5.41M
PEP
Pepsico Inc

Consumer Defensive
-3.7K
- 22.44%
$133.81 - $152.16 $495K - $563K
12.8K $1.8M
AMT
American Tower Corp

Real Estate
-1.58K
- 64.77%
$192.32 - $232.35 $304K - $368K
861 $165K
EBND
Spdr Bloomberg Emerging Market

ETFs
-17.4K
- 99.36%
$20.95 - $21.57 $365K - $376K
112 $2K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-7.6K
- 86.02%
$47.76 - $48.46 $363K - $368K
1.24K $59K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-16.5K
- 97.93%
$21.15 - $22.45 $349K - $370K
349 $7K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-5.19K
- 4.71%
$81.76 - $86.36 $424K - $448K
105K $8.89M
PRU
Prudential Financial Inc

Financial Services
-3.16K
- 44.79%
$100.68 - $109.89 $318K - $348K
3.9K $404K
USB
Us Bancorp \De\

Financial Services
-9.26K
- 29.03%
$43.94 - $50.41 $407K - $467K
22.6K $1.09M
NFG
National Fuel Gas CO

Energy
-4.33K
- 63.81%
$82.19 - $93.72 $356K - $406K
2.46K $226K
BSX
Boston Scientific Corp

Healthcare
-3.2K
- 91.57%
$97.03 - $108.14 $310K - $346K
294 $28K
LMT
Lockheed Martin Corp

Industrials
-895
- 30.14%
$410.74 - $499.21 $368K - $447K
2.07K $1.04M
CGGO
Capital Group Global Growth Eq

ETFs
-15.2K
- 18.3%
$31.71 - $34.17 $481K - $519K
67.8K $2.32M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-11K
- 1.96%
$92.18 - $95.14 $1.01M - $1.05M
550K $52.3M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-32.5K
- 98.28%
$10.01 - $10.55 $326K - $343K
570 $5K
CFG
Citizens Financial Group Inc

Financial Services
-7.34K
- 94.52%
$46.1 - $53.65 $338K - $394K
425 $22K
APH
Amphenol Corp

Technology
-3.24K
- 99.27%
$97.39 - $125.4 $316K - $407K
24 $2K
SE
Sea LTD

Consumer Cyclical
-2K
- 93.67%
$146.23 - $196.5 $292K - $393K
135 $24K
CAH
Cardinal Health Inc

Healthcare
-1.01K
- 7.03%
$146.04 - $167.63 $147K - $169K
13.3K $2.09M
BCS
Barclays PLC

Financial Services
-16.5K
- 99.24%
$17.88 - $21.05 $295K - $347K
126 $2K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.35K
- 80.5%
$196.15 - $217.83 $266K - $295K
328 $66K
UUUU
Energy Fuels Inc

Energy
-56.6K
- 94.49%
$5.59 - $17.26 $316K - $976K
3.3K $50K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.72K
- 51.01%
$50.82 - $51.09 $291K - $292K
5.5K $280K
AXON
Axon Enterprise, Inc.

Industrials
-95
- 4.75%
$698.02 - $870.97 $66.3K - $82.7K
1.9K $1.37M
NKE
Nike, Inc.

Consumer Cyclical
-3.02K
- 5.14%
$69.24 - $79.24 $209K - $239K
55.6K $3.88M
KR
Kroger CO

Consumer Defensive
-3.84K
- 60.13%
$64.52 - $74.35 $248K - $286K
2.55K $171K
VST
Vistra Corp.

Utilities
-1.49K
- 74.25%
$182.0 - $217.92 $271K - $324K
516 $101K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-27K
- 23.22%
$9.36 - $9.87 $253K - $267K
89.4K $849K
SHEL
Shell PLC

Energy
-4.03K
- 33.46%
$69.82 - $73.93 $282K - $298K
8.02K $573K
NI
Nisource Inc.

Utilities
-6.92K
- 84.56%
$39.0 - $43.33 $270K - $300K
1.26K $54K
PHM
Pultegroup Inc

Consumer Cyclical
-2.62K
- 97.15%
$108.0 - $141.42 $283K - $371K
77 $10K
CL
Colgate Palmolive CO

Consumer Defensive
-2.59K
- 43.3%
$79.36 - $93.33 $206K - $242K
3.4K $271K
IEF
Ishares Barclays

ETFs
-3.16K
- 6.66%
$93.91 - $97.26 $297K - $307K
44.3K $4.27M
JCI
Johnson Controls International PLC

Industrials
-5.07K
- 7.67%
$103.24 - $111.73 $523K - $566K
61K $6.71M
GILD
Gilead Sciences, Inc.

Healthcare
-2.5K
- 4.94%
$108.22 - $120.47 $271K - $301K
48.1K $5.34M
CDNS
Cadence Design Systems Inc

Technology
-883
- 93.94%
$309.46 - $373.37 $273K - $330K
57 $20K
DFAX
Dimensional ETF Tr
-9.14K
- 80.22%
$29.25 - $31.56 $267K - $288K
2.25K $70K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-4.79K
- 33.35%
$89.32 - $107.82 $428K - $516K
9.57K $1.03M
UL
Unilever PLC

Consumer Defensive
-3.82K
- 21.66%
$58.43 - $65.01 $223K - $249K
13.8K $820K
ALLY
Ally Financial Inc.

Financial Services
-6.68K
- 78.97%
$36.95 - $44.58 $247K - $298K
1.78K $69K
ETR
Entergy Corp

Utilities
-3.23K
- 76.18%
$80.93 - $93.55 $261K - $302K
1.01K $94K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.03K
- 8.23%
$38.58 - $58.24 $39.9K - $60.2K
11.5K $451K
MMM
3 M CO

Industrials
-2.04K
- 9.42%
$144.41 - $160.2 $295K - $327K
19.6K $3.04M
ABNB
Airbnb, Inc.

Consumer Cyclical
-819
- 5.95%
$118.3 - $142.16 $96.9K - $116K
12.9K $1.57M
AIG
American International Group, Inc.

Financial Services
-2.68K
- 52.86%
$76.34 - $85.87 $205K - $230K
2.39K $187K
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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