Geneos Wealth Management Inc. Sells in Q4 2024

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
-50
- 2.31%
$224.28 - $285.52 $11.2K - $14.3K
2.11K $475K
QRVO
Qorvo, Inc.

Technology
-406
- 23.41%
$65.6 - $104.58 $26.6K - $42.5K
1.33K $92K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-202
- 0.24%
$32.65 - $33.68 $6.6K - $6.8K
83.8K $2.75M
SR
Spire Inc

Utilities
-1.26K
- 96.93%
$62.24 - $73.38 $78.5K - $92.6K
40 $2K
IXN
Ishares Global Information Tec

ETFs
-1.32K
- 9.88%
$80.67 - $87.84 $106K - $116K
12K $1.02M
CCL
Carnival Corp

Consumer Cyclical
-9.59K
- 39.32%
$17.34 - $26.8 $166K - $257K
14.8K $368K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-2.97K
- 8.41%
$19.99 - $20.7 $59.4K - $61.5K
32.4K $647K
BP
Bp PLC

Energy
-1.95K
- 14.74%
$28.16 - $33.14 $54.9K - $64.6K
11.3K $333K
IWD
Ishares Russell 1000 Val ETF

ETFs
-279
- 4.42%
$183.23 - $199.79 $51.1K - $55.7K
6.04K $1.12M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-3.07K
- 11.48%
$19.27 - $20.9 $59.1K - $64.1K
23.6K $466K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
-1.94K
- 2.76%
$45.67 - $50.69 $88.6K - $98.3K
68.2K $3.17M
IDU
Ishares Tr U S Utils ETF

ETFs
-500
- 9.53%
$94.65 - $105.73 $47.3K - $52.9K
4.74K $456K
BDX
Becton Dickinson & CO

Healthcare
-109
- 2.91%
$220.02 - $243.75 $24K - $26.6K
3.64K $825K
GLD
Spdr Gold Trust

ETFs
-266
- 2.2%
$236.59 - $257.5 $62.9K - $68.5K
11.8K $2.87M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-1.06K
- 22.23%
$49.25 - $53.57 $52.2K - $56.8K
3.71K $183K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-3.64K
- 6.03%
$12.74 - $14.23 $46.4K - $51.8K
56.7K $736K
IAU
Ishares Gold Trust

ETFs
-1.23K
- 2.14%
$48.37 - $52.65 $59.6K - $64.9K
56.3K $2.79M
PSA
Public Storage

Real Estate
-80
- 10.62%
$289.33 - $360.21 $23.1K - $28.8K
673 $201K
AVDV
American Centy ETF Tr Avantis

ETFs
-878
- 38.64%
$63.85 - $70.4 $56.1K - $61.8K
1.39K $90K
CL
Colgate Palmolive CO

Consumer Defensive
-144
- 3.29%
$90.22 - $102.31 $13K - $14.7K
4.23K $384K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-56
- 0.09%
$17.21 - $18.41 $964 - $1.03K
64.8K $1.12M
STX
Seagate Technology Holdings PLC

Technology
-48
- 1.8%
$86.31 - $112.64 $4.14K - $5.41K
2.61K $225K
STNG
Scorpio Tankers Inc.

Energy
-890
- 91.19%
$47.15 - $74.31 $42K - $66.1K
86 $4K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
-1.29K
- 14.38%
$44.57 - $45.47 $57.3K - $58.4K
7.65K $342K
ABT
Abbott Laboratories

Healthcare
-476
- 3.8%
$111.93 - $119.39 $53.3K - $56.8K
12K $1.36M
XLK
Technology Sector Spdr

ETFs
-842
- 4.33%
$220.26 - $241.44 $185K - $203K
18.6K $4.33M
PINS
Pinterest, Inc.

Communication Services
-1.8K
- 55.83%
$28.24 - $34.15 $50.7K - $61.3K
1.42K $41K
RF
Regions Financial Corp

Financial Services
-2.72K
- 33.3%
$22.45 - $27.47 $61K - $74.6K
5.44K $127K
ISRG
Intuitive Surgical Inc

Healthcare
-225
- 12.41%
$471.27 - $550.62 $106K - $124K
1.59K $828K
IGE
Ishares Tr North Amern Nat Res

ETFs
-374
- 1.11%
$41.52 - $48.01 $15.5K - $18K
33.4K $1.43M
EUFN
Ishares Msci Europe Financials

ETFs
-1.11K
- 4.46%
$23.06 - $24.69 $25.6K - $27.4K
23.7K $553K
F
Ford Motor CO

Consumer Cyclical
-2.37K
- 4.32%
$9.69 - $11.4 $22.9K - $27K
52.4K $518K
POWW
Ammo, Inc.

Industrials
-13.9K
- 10.69%
$0.98 - $1.36 $13.6K - $18.9K
116K $127K
DD
Du Pont De Nemours, Inc.

Basic Materials
-59
- 1.42%
$75.95 - $88.05 $4.48K - $5.19K
4.09K $311K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-806
- 4.38%
$65.67 - $69.79 $52.9K - $56.3K
17.6K $1.18M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-628
- 1.44%
$103.6 - $112.52 $65.1K - $70.7K
43.1K $4.52M
SHEL
Shell PLC

Energy
-632
- 11.93%
$60.63 - $70.23 $38.3K - $44.4K
4.67K $292K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1K
- 17.86%
$50.02 - $51.24 $50K - $51.2K
4.6K $230K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-999
- 8.51%
N/A
10.7K $611K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-178
- 2.38%
$185.87 - $204.12 $33.1K - $36.3K
7.31K $1.38M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.36K
- 20.58%
$35.95 - $36.76 $48.9K - $50K
5.25K $189K
AIG
American International Group, Inc.

Financial Services
-732
- 18.1%
$70.0 - $79.22 $51.2K - $58K
3.31K $241K
IBM
International Business Machines Corp

Technology
-181
- 1.45%
$204.9 - $238.04 $37.1K - $43.1K
12.3K $2.71M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-186
- 4.18%
$103.53 - $112.72 $19.3K - $21K
4.27K $444K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-306
- 3.56%
$54.29 - $59.49 $16.6K - $18.2K
8.3K $455K
CARR
Carrier Global Corp

Industrials
-238
- 7.79%
$66.69 - $82.65 $15.9K - $19.7K
2.82K $192K
WELL
Welltower Inc.

Real Estate
-319
- 4.67%
$123.11 - $139.3 $39.3K - $44.4K
6.51K $820K
MMM
3 M CO

Industrials
-127
- 2.8%
$124.74 - $137.12 $15.8K - $17.4K
4.41K $569K
EPI
Wisdomtree Tr India Earnings F

ETFs
-994
- 90.86%
$45.09 - $50.08 $44.8K - $49.8K
100 $4K
Activity Summary
Buys All Purchases 1316 New Holdings 457 Increased Positions 859 Sells All Sells 741 Reductions 741 Sold out 0 Options Calls 0 Puts 0
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