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
CPNG
Coupang, Inc.

Consumer Cyclical
-258
- 4.5%
$21.98 - $26.89 $5.67K - $6.94K
5.48K $120K
FTSL
First Trust Senior Ln Fund

ETFs
-604
- 2.6%
$45.9 - $46.48 $27.7K - $28.1K
22.6K $1.05M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-140
- 8.26%
$98.47 - $109.35 $13.8K - $15.3K
1.56K $153K
XRX
Xerox Holdings Corp

Technology
-1.75K
- 64.84%
$8.17 - $11.07 $14.3K - $19.4K
950 $8K
DNL
Wiswisdomtree Tr

ETFs
-36
- 0.67%
$35.98 - $39.39 $1.3K - $1.42K
5.35K $192K
BAX
Baxter International Inc

Healthcare
-341
- 29.12%
$28.63 - $37.84 $9.76K - $12.9K
830 $24K
WING
Wingstop Inc.

Consumer Cyclical
-17
- 14.78%
$281.09 - $422.95 $4.78K - $7.19K
98 $27K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-183
- 3.07%
$29.34 - $32.61 $5.37K - $5.97K
5.77K $172K
FORM
Formfactor Inc

Technology
-412
- 57.87%
$37.74 - $48.72 $15.5K - $20.1K
300 $13K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-96
- 6.38%
$311.11 - $335.64 $29.9K - $32.2K
1.41K $453K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-313
- 0.07%
$30.18 - $33.87 $9.45K - $10.6K
470K $14.5M
PFG
Principal Financial Group Inc

Financial Services
-41
- 2.28%
$74.91 - $91.26 $3.07K - $3.74K
1.76K $135K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-400
- 52.63%
$42.8 - $44.98 $17.1K - $18K
360 $15K
HII
Huntington Ingalls Industries, Inc.

Industrials
-30
- 16.95%
$184.96 - $264.65 $5.55K - $7.94K
147 $27K
UUUU
Energy Fuels Inc

Energy
-820
- 2.14%
$5.11 - $7.29 $4.19K - $5.98K
37.5K $192K
VEEV
Veeva Systems Inc

Healthcare
-85
- 4.0%
$201.81 - $250.45 $17.2K - $21.3K
2.04K $428K
IRM
Iron Mountain Inc

Real Estate
-20
- 1.72%
$101.62 - $128.14 $2.03K - $2.56K
1.14K $120K
FXR
First Trust Industrials/Produc

ETFs
-222
- 13.21%
$74.81 - $83.27 $16.6K - $18.5K
1.46K $109K
LRGF
Ishares Tr

ETFs
-348
- 17.19%
$58.25 - $63.26 $20.3K - $22K
1.68K $101K
SJM
J M Smucker CO

Consumer Defensive
-45
- 3.62%
$106.92 - $121.75 $4.81K - $5.48K
1.2K $132K
KIND
Nextdoor Holdings, Inc.

Communication Services
-6.2K
- 33.33%
$2.28 - $2.84 $14.1K - $17.6K
12.4K $29K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-57
- 0.71%
$41.17 - $43.34 $2.35K - $2.47K
7.98K $330K
RACE
Ferrari N.V.

Consumer Cyclical
-10
- 3.57%
$422.83 - $490.34 $4.23K - $4.9K
270 $114K
RSG
Republic Services, Inc.

Industrials
-91
- 4.31%
$198.0 - $218.75 $18K - $19.9K
2.02K $406K
WY
Weyerhaeuser CO

Real Estate
-86
- 3.49%
$27.21 - $33.7 $2.34K - $2.9K
2.38K $66K
CC
Chemours CO

Basic Materials
-670
- 39.07%
$16.82 - $21.94 $11.3K - $14.7K
1.05K $17K
EBND
Spdr Bloomberg Emerging Market

ETFs
-6
- 0.06%
$19.53 - $21.1 $117 - $127
9.86K $192K
ETN
Eaton Corp PLC

Industrials
-56
- 2.08%
$326.96 - $377.52 $18.3K - $21.1K
2.63K $873K
SON
Sonoco Products CO

Consumer Cyclical
-152
- 9.55%
$48.6 - $54.89 $7.39K - $8.34K
1.44K $70K
DFAU
Dimensional ETF Tr

ETFs
-453
- 15.05%
$39.27 - $42.38 $17.8K - $19.2K
2.56K $103K
LYFT
Lyft, Inc.

Technology
-1.25K
- 56.74%
$12.36 - $18.59 $15.4K - $23.2K
950 $12K
EEMV
Ishares Msci Emerging Markets

ETFs
-146
- 9.28%
$57.85 - $63.11 $8.45K - $9.21K
1.43K $82K
MDU
Mdu Resources Group Inc

Industrials
-118
- 8.01%
$15.1 - $30.28 $1.78K - $3.57K
1.36K $24K
NU
Nu Holdings Ltd.

Financial Services
-821
- 36.07%
$10.24 - $15.89 $8.41K - $13K
1.46K $15K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-485
- 51.98%
$27.75 - $30.71 $13.5K - $14.9K
448 $12K
HRL
Hormel Foods Corp

Consumer Defensive
-363
- 3.88%
$29.21 - $33.55 $10.6K - $12.2K
8.99K $281K
LNT
Alliant Energy Corp

Utilities
-224
- 18.05%
$56.24 - $63.63 $12.6K - $14.3K
1.02K $60K
DOCN
Digital Ocean Holdings, Inc.

Technology
-15
- 0.64%
$34.07 - $44.0 $511 - $660
2.33K $79K
DOX
Amdocs LTD

Technology
-155
- 41.01%
$82.94 - $92.86 $12.9K - $14.4K
223 $18K
VVV
Valvoline Inc

Energy
-53
- 2.49%
$36.18 - $43.41 $1.92K - $2.3K
2.08K $75K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-150
- 6.52%
$40.41 - $45.12 $6.06K - $6.77K
2.15K $87K
VLUE
Ishares Msci Usa Value Factor

ETFs
-134
- 82.21%
$104.01 - $115.38 $13.9K - $15.5K
29 $3K
HPI
John Hancock Preferred Income Fund

Financial Services
-400
- 12.99%
$16.37 - $19.3 $6.55K - $7.72K
2.68K $44K
EXC
Exelon Corp

Utilities
-52
- 1.29%
$36.22 - $40.97 $1.88K - $2.13K
3.98K $149K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-40
- 1.21%
$27.09 - $32.06 $1.08K - $1.28K
3.26K $91K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-388
- 41.99%
$33.62 - $35.69 $13K - $13.8K
536 $18K
PPG
Ppg Industries Inc

Basic Materials
-9
- 0.98%
$119.09 - $131.37 $1.07K - $1.18K
910 $108K
CION
Cion Investment Corp

Financial Services
-789
- 9.84%
$11.25 - $12.08 $8.88K - $9.53K
7.23K $82K
PCG
Pg&E Corp

Utilities
-638
- 42.03%
$19.2 - $21.63 $12.2K - $13.8K
880 $17K
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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