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
RF
Regions Financial Corp

Financial Services
-5.6K
- 68.26%
$24.03 - $27.41 $134K - $153K
2.6K $68K
TXN
Texas Instruments Inc

Technology
-626
- 7.7%
N/A
7.51K $1.46M
WELL
Welltower Inc.

Real Estate
-1.66K
- 23.4%
$150.71 - $178.14 $249K - $295K
5.42K $965K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-9.02K
- 82.6%
$13.1 - $13.58 $118K - $122K
1.9K $25K
SONY
Sony Group Corp

Technology
-5.07K
- 54.87%
$23.92 - $30.07 $121K - $153K
4.17K $120K
JBL
Jabil Inc

Technology
-550
- 99.1%
$202.08 - $234.45 $111K - $129K
5 $1K
GDDY
Go Daddy Inc.

Technology
-639
- 91.03%
$133.35 - $178.59 $85.2K - $114K
63 $8K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-3.5K
- 66.02%
$32.65 - $34.4 $114K - $120K
1.8K $60K
CTVA
Corteva, Inc.

Basic Materials
-1.14K
- 21.31%
$67.08 - $77.12 $76.2K - $87.6K
4.19K $283K
CCI
Crown Castle International Corp

Real Estate
-1.06K
- 55.29%
$92.96 - $113.91 $98.5K - $121K
857 $82K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-7.8K
- 58.26%
$15.15 - $16.8 $118K - $131K
5.59K $91K
ARCC
Ares Capital Corp

Financial Services
-988
- 1.69%
$20.41 - $23.25 $20.2K - $23K
57.4K $1.17M
CCL
Carnival Corp

Consumer Cyclical
-4.35K
- 23.1%
$28.37 - $32.49 $123K - $141K
14.5K $418K
HSBC
Hsbc Holdings PLC

Financial Services
-2.53K
- 37.46%
$60.27 - $70.98 $152K - $180K
4.22K $299K
TM
Toyota Motor Corp

Consumer Cyclical
-685
- 65.99%
$167.86 - $202.79 $115K - $139K
353 $67K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-325
- 18.78%
$435.72 - $463.74 $142K - $151K
1.41K $652K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-7.3K
- 90.56%
$14.73 - $19.31 $108K - $141K
761 $14K
ESS
Essex Property Trust, Inc.

Real Estate
-400
- 99.5%
N/A
2 $0
EMR
Emerson Electric CO

Industrials
-87
- 0.19%
$128.6 - $149.63 $11.2K - $13K
44.9K $5.89M
DASH
Door Dash, Inc.

Communication Services
-786
- 18.89%
$234.5 - $272.5 $184K - $214K
3.37K $917K
OXY
Occidental Petroleum Corp

Energy
-3.13K
- 40.26%
$42.54 - $48.1 $133K - $150K
4.64K $219K
SNY
Sanofi

Healthcare
-1.87K
- 11.73%
$45.07 - $51.35 $84.2K - $96K
14.1K $664K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-7.55K
- 81.63%
$13.87 - $14.46 $105K - $109K
1.7K $24K
ES
Eversource Energy

Utilities
-1.65K
- 85.02%
$62.86 - $71.14 $103K - $117K
290 $20K
PINS
Pinterest, Inc.

Communication Services
-2.83K
- 84.87%
$32.17 - $39.17 $91.1K - $111K
505 $16K
PHG
Koninklijke Philips Nv

Healthcare
-4.29K
- 90.28%
$23.84 - $28.62 $102K - $123K
462 $12K
ED
Consolidated Edison Inc

Utilities
-1.02K
- 9.01%
$95.57 - $105.36 $97K - $107K
10.2K $1.03M
TOST
Toast, Inc.

Technology
-1.12K
- 15.25%
$36.51 - $49.3 $40.7K - $55K
6.2K $226K
EVRG
Evergy, Inc.

Utilities
-1.69K
- 39.76%
$67.73 - $76.02 $114K - $128K
2.56K $194K
HPQ
Hp Inc

Technology
-4.2K
- 64.69%
$24.45 - $29.35 $103K - $123K
2.29K $62K
STLD
Steel Dynamics Inc

Basic Materials
-982
- 82.73%
N/A
205 $20K
IDA
Idacorp Inc

Utilities
-1.23K
- 30.14%
$115.16 - $132.15 $142K - $163K
2.86K $377K
INGR
Ingredion Inc

Consumer Defensive
-391
- 11.3%
$121.01 - $138.21 $47.3K - $54K
3.07K $374K
ISCG
Ishares Morningstar Small Cap

ETFs
-1.96K
- 80.83%
$49.84 - $55.14 $97.5K - $108K
464 $25K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-1.99K
- 30.07%
$47.83 - $48.77 $95K - $96.9K
4.62K $225K
ADSK
Autodesk, Inc.

Technology
-367
- 11.1%
N/A
2.94K $722K
RACE
Ferrari N.V.

Consumer Cyclical
-182
- 66.91%
$436.24 - $517.65 $79.4K - $94.2K
90 $43K
HOMB
Home Bancshares Inc

Financial Services
-3.12K
- 60.91%
$27.55 - $30.19 $85.8K - $94.1K
2K $56K
WSO
Watsco Inc

Industrials
-198
- 83.54%
$381.94 - $489.97 $75.6K - $97K
39 $15K
VICI
Vici Properties Inc.

Real Estate
-2.68K
- 23.45%
$31.43 - $33.93 $84.2K - $90.9K
8.75K $285K
IBN
Icici Bank LTD

Financial Services
-2.54K
- 88.56%
$30.23 - $34.41 $76.8K - $87.4K
328 $9K
STT
State Street Corp

Financial Services
-864
- 57.99%
$102.01 - $117.25 $88.1K - $101K
626 $72K
CHD
Church & Dwight CO Inc

Consumer Defensive
-867
- 80.5%
$85.84 - $99.09 $74.4K - $85.9K
210 $18K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-183
- 72.91%
$422.75 - $485.53 $77.4K - $88.9K
68 $29K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-314
- 74.76%
$259.44 - $278.65 $81.5K - $87.5K
106 $27K
EFX
Equifax Inc

Industrials
-321
- 80.05%
$234.03 - $265.73 $75.1K - $85.3K
80 $20K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-5.63K
- 6.05%
$20.76 - $21.78 $117K - $123K
87.5K $1.89M
STZ
Constellation Brands, Inc.

Consumer Defensive
-409
- 41.23%
$131.78 - $176.09 $53.9K - $72K
583 $78K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.22K
- 14.73%
$79.89 - $83.25 $97.5K - $102K
7.07K $584K
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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