Geneos Wealth Management Inc. Sells in Q3 2024

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
-49
- 1.94%
$170.05 - $200.86 $8.33K - $9.84K
2.48K $495K
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.26K
- 7.67%
$32.1 - $38.93 $40.5K - $49.1K
15.2K $572K
DFNL
Davis Fundamental ETF Tr

ETFs
-1
- 0.01%
$33.22 - $36.99 $33.2 - $37
9.47K $350K
PANW
Palo Alto Networks Inc

Technology
-93
- 0.37%
$294.18 - $368.01 $27.4K - $34.2K
24.9K $8.49M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-39
- 0.41%
$55.06 - $62.25 $2.15K - $2.43K
9.43K $580K
BOTZ
Global X Fds

ETFs
-635
- 1.38%
$27.68 - $32.27 $17.6K - $20.5K
45.2K $1.45M
IRT
Independence Realty Trust, Inc.

Real Estate
-616
- 2.1%
$18.32 - $21.15 $11.3K - $13K
28.7K $588K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6
- 0.45%
$386.81 - $423.12 $2.32K - $2.54K
1.34K $566K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-182
- 2.66%
$72.52 - $82.35 $13.2K - $15K
6.66K $544K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-117
- 0.19%
$25.19 - $26.39 $2.95K - $3.09K
61.9K $1.63M
EXR
Extra Space Storage Inc.

Real Estate
-25
- 1.09%
$151.92 - $183.06 $3.8K - $4.58K
2.28K $409K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-143
- 0.89%
$86.85 - $98.91 $12.4K - $14.1K
15.9K $1.57M
PAVE
Global X Fds Us Infrastructure

ETFs
-304
- 1.87%
$36.39 - $41.16 $11.1K - $12.5K
15.9K $654K
FDL
First Tr Morningstar Dividend

ETFs
-427
- 2.36%
$37.66 - $42.06 $16.1K - $18K
17.7K $740K
PSA
Public Storage

Real Estate
-5
- 0.66%
$283.13 - $365.01 $1.42K - $1.83K
753 $273K
AVUS
American Centy ETF Tr Avantis

ETFs
-370
- 2.0%
$86.27 - $95.15 $31.9K - $35.2K
18.1K $1.72M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-104
- 1.52%
$141.31 - $161.48 $14.7K - $16.8K
6.74K $1.08M
SPYG
Spdr Portfolio

ETFs
-9.08K
- 3.14%
$73.38 - $84.1 $667K - $764K
280K $23.2M
BFST
Business First Bancshares, Inc.

Financial Services
-5K
- 10.45%
$20.55 - $26.63 $103K - $133K
42.8K $1.1M
AVEM
American Centy ETF Tr Avantis

ETFs
-201
- 0.95%
$57.2 - $65.59 $11.5K - $13.2K
20.9K $1.35M
BOND
Pimco Active Bond Exchange Tra

ETFs
-750
- 1.99%
$90.01 - $95.32 $67.5K - $71.5K
36.9K $3.49M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.16K
- 4.94%
$87.56 - $95.49 $101K - $110K
22.2K $2.12M
O
Realty Income Corp

Real Estate
-411
- 4.88%
$52.36 - $63.42 $21.5K - $26.1K
8.01K $507K
XLI
Industrial Sector Spdr

ETFs
-65
- 1.22%
$120.56 - $135.44 $7.84K - $8.8K
5.28K $715K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-258
- 1.93%
$60.13 - $68.17 $15.5K - $17.6K
13.1K $888K
IDU
Ishares Tr U S Utils ETF

ETFs
-100
- 1.87%
$87.2 - $102.21 $8.72K - $10.2K
5.24K $534K
FYC
First Trust Small Cap Growth A

ETFs
-33
- 0.41%
$65.44 - $74.98 $2.16K - $2.47K
8.07K $599K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-23
- 0.59%
$41.77 - $67.84 $961 - $1.56K
3.85K $245K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-240
- 1.75%
$39.15 - $46.02 $9.4K - $11K
13.5K $616K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-287
- 3.54%
$125.95 - $142.04 $36.1K - $40.8K
7.81K $1.11M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-350
- 1.95%
$100.75 - $111.62 $35.3K - $39.1K
17.6K $1.92M
GALT
Galectin Therapeutics Inc

Healthcare
-40.8K
- 10.36%
$2.04 - $2.86 $83.2K - $117K
353K $970K
INFY
Infosys LTD

Technology
-4.83K
- 9.28%
$18.76 - $23.28 $90.7K - $113K
47.2K $1.05M
KOMP
Spdr S&P Kensho New Economies

ETFs
-448
- 1.35%
$44.44 - $50.42 $19.9K - $22.6K
32.8K $1.62M
SBUX
Starbucks Corp

Consumer Cyclical
-4.26K
- 16.64%
$72.51 - $98.6 $309K - $420K
21.3K $2.08M
IYG
Ishares Tr

ETFs
-500
- 2.36%
$64.2 - $71.76 $32.1K - $35.9K
20.6K $1.47M
SA
Seabridge Gold Inc

Basic Materials
-3.96K
- 7.82%
$13.33 - $18.56 $52.8K - $73.5K
46.7K $784K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-86
- 0.32%
$81.1 - $89.18 $6.97K - $7.67K
27.1K $2.38M
FNDC
Schwab Fundamental Intl Small

ETFs
-18K
- 7.82%
$33.85 - $38.5 $610K - $694K
212K $8.1M
VONV
Vanguard Russell 1000 Value Et

ETFs
-7.55K
- 7.01%
$76.07 - $83.33 $575K - $629K
100K $8.35M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.58K
- 4.01%
$57.47 - $62.76 $90.6K - $99K
37.7K $2.37M
GLD
Spdr Gold Trust

ETFs
-1.07K
- 8.14%
$215.56 - $246.98 $231K - $265K
12.1K $2.94M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-9.31K
- 9.13%
$19.78 - $23.53 $184K - $219K
92.7K $2.15M
IWP
Ishares Russell Mid Cap Growth

ETFs
-16
- 0.1%
$103.87 - $117.59 $1.66K - $1.88K
16.5K $1.94M
WPC
W. P. Carey Inc.

Real Estate
-161
- 0.92%
$54.63 - $63.96 $8.8K - $10.3K
17.3K $1.08M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-1.78K
- 0.71%
$45.75 - $50.32 $81.4K - $89.5K
249K $12.4M
ALGN
Align Technology Inc

Healthcare
-100
- 0.8%
$204.03 - $257.2 $20.4K - $25.7K
12.5K $3.17M
WELL
Welltower Inc.

Real Estate
-128
- 1.84%
$104.0 - $129.74 $13.3K - $16.6K
6.83K $873K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-6.87K
- 1.6%
$15.26 - $16.99 $105K - $117K
423K $7.19M
Activity Summary
Buys All Purchases 1595 New Holdings 585 Increased Positions 1010 Sells All Sells 424 Reductions 424 Sold out 0 Options Calls 0 Puts 0
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