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
MET
Metlife Inc

Financial Services
-2.14K
- 52.09%
$73.82 - $82.37 $158K - $176K
1.97K $162K
TFLO
Ishares Treasury Floating Rate

ETFs
-3.24K
- 18.84%
$50.45 - $50.65 $164K - $164K
14K $707K
SMBK
Smartfinancial Inc.

Financial Services
-5.53K
- 29.69%
$32.94 - $37.83 $182K - $209K
13.1K $467K
SRLN
Ssga Active Trust

ETFs
-3.87K
- 18.29%
$41.28 - $41.65 $160K - $161K
17.3K $718K
TTE
Total Energies Se

Energy
-2.34K
- 22.27%
N/A
8.18K $560K
DEO
Diageo PLC

Consumer Defensive
-1.12K
- 11.56%
$93.64 - $115.33 $105K - $129K
8.54K $814K
GM
General Motors CO

Consumer Cyclical
-4.27K
- 49.36%
$48.89 - $61.24 $209K - $261K
4.38K $266K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-14.6K
- 98.38%
$10.81 - $11.15 $158K - $163K
240 $2K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-3.75K
- 64.43%
$41.6 - $42.66 $156K - $160K
2.07K $87K
TRV
Travelers Companies, Inc.

Financial Services
-788
- 14.23%
$250.62 - $279.43 $197K - $220K
4.75K $1.33M
VRT
Vertiv Holdings CO

Industrials
-1.75K
- 50.14%
N/A
1.74K $150K
SHW
Sherwin Williams CO

Basic Materials
-465
- 12.3%
$330.88 - $375.23 $154K - $174K
3.32K $1.15M
FNF
Fidelity National Financial, Inc.

Financial Services
-2.77K
- 73.16%
$51.22 - $61.07 $142K - $169K
1.02K $61K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-6.35K
- 30.39%
$23.29 - $23.38 $148K - $148K
14.5K $339K
TGT
Target Corp

Consumer Defensive
-1.26K
- 30.05%
$86.56 - $107.43 $109K - $135K
2.92K $262K
ALL
Allstate Corp

Financial Services
-930
- 24.2%
$192.0 - $214.65 $179K - $200K
2.91K $625K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-7.23K
- 10.41%
$67.1 - $74.29 $485K - $537K
62.2K $4.58M
CMS
Cms Energy Corp

Utilities
-2.11K
- 92.92%
$69.37 - $74.67 $147K - $158K
161 $11K
MCK
Mckesson Corp

Healthcare
-260
- 18.56%
$659.01 - $772.54 $171K - $201K
1.14K $881K
CCJ
Cameco Corp

Energy
-3.04K
- 26.79%
$70.47 - $86.89 $214K - $264K
8.29K $695K
COIN
Coinbase Global, Inc.

Technology
-360
- 19.66%
$297.99 - $419.78 $107K - $151K
1.47K $496K
AZO
Autozone Inc

Consumer Cyclical
-45
- 54.22%
$3649.42 - $4354.54 $164K - $196K
38 $163K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-8.91K
- 14.4%
$39.37 - $44.24 $351K - $394K
52.9K $2.32M
ABC
Amerisourcebergen Corp

Healthcare
-777
- 11.74%
N/A
5.84K $1.08M
BOND
Pimco Active Bond Exchange Tra

ETFs
-2.03K
- 5.05%
$90.83 - $93.81 $184K - $190K
38.1K $3.56M
CVS
Cvs Health Corp

Healthcare
-2.63K
- 30.74%
$58.75 - $76.5 $154K - $201K
5.92K $446K
CARR
Carrier Global Corp

Industrials
-1.01K
- 16.26%
$58.75 - $80.73 $59.1K - $81.2K
5.18K $309K
IYT
Ishares Tr U.S. Transportation

ETFs
-2.17K
- 40.95%
$66.62 - $72.7 $145K - $158K
3.13K $224K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.67K
- 14.39%
$52.39 - $53.11 $140K - $142K
15.9K $843K
CINF
Cincinnati Financial Corp

Financial Services
-1.14K
- 24.23%
$145.8 - $158.1 $166K - $180K
3.57K $563K
FTLS
First Tr Long/Short Equity ETF

ETFs
-2.62K
- 20.33%
$65.78 - $69.95 $172K - $183K
10.3K $717K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-11.3K
- 26.76%
$12.9 - $13.59 $146K - $153K
30.9K $414K
CHKP
Check Point Software Technologies LTD

Technology
-227
- 3.71%
$180.73 - $231.23 $41K - $52.5K
5.89K $1.22M
AEP
American Electric Power CO Inc

Utilities
-2.87K
- 13.11%
$103.26 - $115.0 $296K - $330K
19K $2.14M
D
Dominion Energy, Inc

Utilities
-3.41K
- 20.3%
$56.32 - $62.1 $192K - $212K
13.4K $819K
DTE
Dte Energy CO

Utilities
-1.12K
- 35.79%
$130.26 - $141.49 $146K - $159K
2.02K $284K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.51K
- 36.73%
$65.64 - $78.22 $99.1K - $118K
2.6K $174K
SPG
Simon Property Group Inc

Real Estate
-904
- 62.73%
$159.93 - $187.67 $145K - $170K
537 $100K
CGCP
Capital Group Core Plus Income

ETFs
-8.2K
- 3.19%
$22.27 - $22.95 $183K - $188K
248K $5.65M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.27K
- 12.68%
$70.77 - $73.59 $160K - $167K
15.6K $1.14M
SAN
Banco Santander, S.A.

Financial Services
-15.7K
- 96.57%
$8.27 - $10.48 $130K - $165K
559 $5K
ECL
Ecolab Inc.

Basic Materials
-521
- 16.39%
$259.39 - $285.47 $135K - $149K
2.66K $727K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-162
- 15.99%
$415.15 - $489.89 $67.3K - $79.4K
851 $361K
PEAK
Healthpeak Properties, Inc.

Real Estate
-6.76K
- 66.56%
N/A
3.39K $64K
DFAE
Dimensional ETF Tr

ETFs
-4.51K
- 84.76%
$28.84 - $31.84 $130K - $143K
810 $25K
SBUX
Starbucks Corp

Consumer Cyclical
-109
- 0.66%
$81.9 - $96.86 $8.93K - $10.6K
16.5K $1.4M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
-15.2K
- 82.86%
$8.15 - $8.82 $124K - $134K
3.15K $27K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-640
- 94.53%
$201.83 - $230.93 $129K - $148K
37 $8K
DAL
Delta Air Lines, Inc.

Industrials
-2.75K
- 64.58%
$49.0 - $61.97 $135K - $170K
1.51K $85K
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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