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
CAG
Conagra Brands Inc.

Consumer Defensive
-444
- 11.33%
$26.48 - $32.72 $11.8K - $14.5K
3.48K $96K
GBIL
Goldman Sachs Access Treasury

ETFs
-300
- 10.0%
$99.85 - $100.22 $30K - $30.1K
2.7K $269K
MGM
Mgm Resorts International

Consumer Cyclical
-125
- 2.07%
$33.44 - $41.99 $4.18K - $5.25K
5.92K $205K
VGIT
Vanguard Intermediate Term Tre

ETFs
-476
- 43.79%
$57.78 - $60.4 $27.5K - $28.8K
611 $35K
CNI
Canadian National Railway CO

Industrials
-95
- 7.42%
$100.62 - $117.12 $9.56K - $11.1K
1.19K $120K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-381
- 3.61%
$47.98 - $49.47 $18.3K - $18.8K
10.2K $491K
KMB
Kimberly Clark Corp

Consumer Defensive
-44
- 2.05%
$130.37 - $146.09 $5.74K - $6.43K
2.11K $275K
QDF
Flexshares Quality Dividend In

ETFs
-245
- 2.09%
$70.4 - $73.87 $17.2K - $18.1K
11.5K $808K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-105
- 4.52%
$56.18 - $67.64 $5.9K - $7.1K
2.22K $125K
PSR
Invesco Actively

ETFs
-21
- 0.63%
$89.02 - $99.55 $1.87K - $2.09K
3.34K $301K
KRBN
Kraneshares Global Carbon Stra

Technology
-875
- 48.61%
$26.98 - $32.82 $23.6K - $28.7K
925 $27K
PEG
Public Service Enterprise Group Inc

Utilities
-105
- 2.49%
$81.87 - $94.51 $8.6K - $9.92K
4.11K $347K
MOTE
Vaneck ETF Tr Morningstar Esg

ETFs
-1K
- 93.02%
$28.16 - $30.02 $28.2K - $30K
75 $2K
FEM
First Trust Emerging Markets A

ETFs
-1.04K
- 40.17%
$22.03 - $24.21 $23K - $25.3K
1.56K $34K
BBY
Best Buy CO Inc

Consumer Cyclical
-79
- 6.46%
$85.2 - $101.35 $6.73K - $8.01K
1.14K $98K
YUM
Yum Brands Inc

Consumer Cyclical
-166
- 14.52%
$130.36 - $139.54 $21.6K - $23.2K
977 $131K
LEN
Lennar Corp

Consumer Cyclical
-1
- 0.19%
$136.2 - $188.96 $136 - $189
535 $72K
OTIS
Otis Worldwide Corp

Industrials
-129
- 9.71%
$92.57 - $106.01 $11.9K - $13.7K
1.2K $111K
PCVX
Vaxcyte, Inc.

Healthcare
-213
- 69.61%
$80.97 - $117.93 $17.2K - $25.1K
93 $7K
IDXX
Idexx Laboratories Inc

Healthcare
-11
- 4.35%
$406.92 - $495.42 $4.48K - $5.45K
242 $100K
PHG
Koninklijke Philips Nv

Healthcare
-68
- 2.04%
$24.71 - $32.66 $1.68K - $2.22K
3.27K $82K
ON
On Semiconductor Corp

Technology
-250
- 23.19%
$63.05 - $74.7 $15.8K - $18.7K
828 $52K
BOTZ
Global X Fds

ETFs
-527
- 1.16%
$31.11 - $34.18 $16.4K - $18K
44.7K $1.43M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-233
- 12.4%
$118.0 - $127.04 $27.5K - $29.6K
1.65K $200K
PBA
Pembina Pipeline Corp

Energy
-373
- 13.24%
$35.89 - $43.35 $13.4K - $16.2K
2.44K $90K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-171
- 39.86%
$114.08 - $125.68 $19.5K - $21.5K
258 $29K
GVI
Ishares Tr

ETFs
-200
- 15.63%
$103.89 - $107.05 $20.8K - $21.4K
1.08K $112K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1.73K
- 4.15%
$14.69 - $15.67 $25.4K - $27K
39.9K $604K
PAVE
Global X Fds Us Infrastructure

ETFs
-313
- 1.97%
$40.41 - $45.95 $12.6K - $14.4K
15.6K $630K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-215
- 3.23%
$80.18 - $88.79 $17.2K - $19.1K
6.45K $520K
GXO
Gxo Logistics, Inc.

Industrials
-448
- 91.62%
$41.93 - $63.02 $18.8K - $28.2K
41 $1K
BEN
Franklin Resources Inc

Financial Services
-1.23K
- 20.74%
$19.35 - $22.76 $23.7K - $27.9K
4.69K $95K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-521
- 45.46%
$33.93 - $38.37 $17.7K - $20K
625 $21K
MDIV
First Trust Multi Asset Divers

ETFs
-1.3K
- 34.08%
$15.95 - $16.94 $20.7K - $22K
2.52K $40K
DHI
Horton D R Inc

Consumer Cyclical
-81
- 34.47%
$137.24 - $194.56 $11.1K - $15.8K
154 $21K
ABC
Amerisourcebergen Corp

Healthcare
-124
- 2.12%
N/A
5.73K $1.06M
ES
Eversource Energy

Utilities
-96
- 6.03%
$55.9 - $67.73 $5.37K - $6.5K
1.5K $85K
CLX
Clorox CO

Consumer Defensive
-141
- 8.3%
$156.51 - $169.74 $22.1K - $23.9K
1.56K $253K
NTR
Nutrien Ltd.

Basic Materials
-450
- 48.7%
$44.04 - $50.78 $19.8K - $22.9K
474 $21K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-920
- 6.3%
$35.31 - $38.83 $32.5K - $35.7K
13.7K $500K
FISV
Fiserv Inc

Technology
-180
- 0.52%
N/A
34.7K $4.34M
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 9.09%
$1666.0 - $2117.3 $6.66K - $8.47K
40 $68K
IYY
Ishares Tr

ETFs
-200
- 9.49%
$138.14 - $149.13 $27.6K - $29.8K
1.91K $272K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
-700
- 53.85%
$31.2 - $37.11 $21.8K - $26K
600 $20K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-522
- 46.69%
$39.4 - $40.57 $20.6K - $21.2K
596 $23K
EXAS
Exact Sciences Corp

Healthcare
-105
- 8.8%
$49.33 - $71.97 $5.18K - $7.56K
1.09K $61K
FBT
First Trust Nyse Arca Biotechn

ETFs
-109
- 25.06%
$161.65 - $178.69 $17.6K - $19.5K
326 $54K
LHX
L3 Harris Technologies, Inc.

Industrials
-6
- 0.88%
$208.94 - $264.22 $1.25K - $1.59K
679 $142K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-2.35K
- 76.35%
$8.1 - $9.04 $19.1K - $21.3K
729 $6K
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
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email