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
RS
Reliance Steel & Aluminum CO

Basic Materials
-244
- 64.21%
$277.33 - $343.66 $67.7K - $83.9K
136 $38K
RGLD
Royal Gold Inc

Basic Materials
-481
- 67.65%
$151.42 - $200.58 $72.8K - $96.5K
230 $46K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-8.56K
- 93.02%
$9.44 - $10.23 $80.8K - $87.5K
642 $6K
FOX
Fox Corp Cl B (De)

Communication Services
-1.55K
- 96.88%
$49.06 - $57.29 $76K - $88.8K
50 $2K
HUBS
Hubspot Inc

Technology
-140
- 97.22%
$420.79 - $560.9 $58.9K - $78.5K
4 $1K
TFC
Truist Financial Corp

Financial Services
-3.1K
- 13.26%
$42.83 - $47.07 $133K - $146K
20.3K $927K
EWBC
East West Bancorp Inc

Financial Services
-782
- 79.63%
$97.41 - $109.7 $76.2K - $85.8K
200 $21K
RSG
Republic Services, Inc.

Industrials
-185
- 9.46%
$225.33 - $246.01 $41.7K - $45.5K
1.77K $406K
DGX
Quest Diagnostics Inc

Healthcare
-555
- 48.94%
N/A
579 $79K
EXC
Exelon Corp

Utilities
-1.92K
- 26.39%
$42.73 - $45.54 $82.1K - $87.5K
5.36K $241K
NXST
Nexstar Media Group, Inc.

Communication Services
-457
- 77.59%
$176.71 - $211.31 $80.8K - $96.6K
132 $26K
DDOG
Datadog, Inc.

Technology
-569
- 78.37%
$124.52 - $155.15 $70.9K - $88.3K
157 $22K
XLV
Select Sector Spdr Fund Health

ETFs
-802
- 9.29%
$129.01 - $139.72 $103K - $112K
7.83K $1.09M
RNR
Renaissancere Holdings LTD

Financial Services
-317
- 55.91%
$231.95 - $253.93 $73.5K - $80.5K
250 $63K
KMB
Kimberly Clark Corp

Consumer Defensive
-414
- 8.74%
$121.72 - $136.77 $50.4K - $56.6K
4.32K $537K
AON
Aon PLC

Financial Services
-201
- 32.21%
$350.91 - $375.27 $70.5K - $75.4K
423 $150K
MTD
Mettler Toledo International Inc

Healthcare
-61
- 95.31%
$1166.48 - $1324.06 $71.2K - $80.8K
3 $3K
KHC
Kraft Heinz CO

Consumer Defensive
-2.82K
- 22.4%
$25.63 - $28.94 $72.2K - $81.5K
9.75K $253K
CSL
Carlisle Companies Inc

Industrials
-99
- 11.66%
$327.52 - $435.11 $32.4K - $43.1K
750 $246K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-6.18K
- 15.1%
$9.91 - $10.26 $61.2K - $63.4K
34.7K $345K
ON
On Semiconductor Corp

Technology
-1.27K
- 57.66%
$46.98 - $62.45 $59.6K - $79.2K
932 $45K
CBOE
Cboe Global Markets, Inc.

Financial Services
-307
- 81.43%
$231.35 - $253.24 $71K - $77.7K
70 $17K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-12.9K
- 6.19%
$7.98 - $8.29 $103K - $107K
195K $1.6M
RBLX
Roblox Corp

Communication Services
-779
- 65.13%
$100.65 - $141.56 $78.4K - $110K
417 $57K
MGA
Magna International Inc

Consumer Cyclical
-1.81K
- 92.34%
$40.03 - $47.38 $72.4K - $85.7K
150 $7K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-288
- 2.91%
$60.9 - $70.75 $17.5K - $20.4K
9.61K $600K
EQT
Eqt Corp

Energy
-636
- 7.66%
$49.19 - $59.19 $31.3K - $37.6K
7.67K $417K
HRB
H&R Block Inc

Consumer Cyclical
-1.21K
- 90.12%
$49.28 - $56.76 $59.8K - $68.8K
133 $6K
PUK
Prudential PLC

Financial Services
-2.68K
- 96.44%
$24.27 - $28.15 $65K - $75.4K
99 $2K
AVGO
Broadcom Inc.

Technology
-13.5K
- 16.7%
$264.74 - $369.57 $3.57M - $4.98M
67.3K $22.2M
WY
Weyerhaeuser CO

Real Estate
-2.42K
- 36.55%
$24.1 - $26.83 $58.4K - $65K
4.21K $104K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-3.4K
- 49.44%
$21.5 - $23.94 $73K - $81.3K
3.47K $83K
BHP
Bhp Group LTD

Basic Materials
-1.43K
- 77.83%
$48.67 - $56.22 $69.5K - $80.3K
407 $22K
OMF
One Main Holdings, Inc.

Financial Services
-1.12K
- 53.13%
$55.61 - $62.61 $62.4K - $70.2K
990 $55K
CSGP
Costar Group, Inc.

Real Estate
-807
- 85.22%
$81.42 - $96.83 $65.7K - $78.1K
140 $11K
ADI
Analog Devices Inc

Technology
-401
- 8.71%
$220.68 - $255.63 $88.5K - $103K
4.2K $1.03M
K
Kellogg CO

Consumer Defensive
-847
- 33.35%
$76.96 - $82.02 $65.2K - $69.5K
1.69K $138K
VCEL
Vericel Corp

Healthcare
-1.36K
- 70.03%
$29.84 - $41.74 $40.4K - $56.6K
580 $18K
BCE
Bce Inc

Communication Services
-2.94K
- 81.96%
$22.63 - $25.74 $66.4K - $75.5K
646 $15K
CPRT
Copart Inc

Consumer Cyclical
-1.31K
- 94.87%
$44.6 - $49.97 $58.6K - $65.6K
71 $3K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.4K
- 38.62%
$45.26 - $46.63 $63.1K - $65K
2.22K $102K
MCHP
Microchip Technology Inc

Technology
-894
- 91.6%
$60.95 - $75.26 $54.5K - $67.3K
82 $5K
FDX
Fedex Corp

Industrials
-337
- 16.52%
$217.1 - $243.2 $73.2K - $82K
1.7K $401K
STAG
Stag Industrial, Inc.

Real Estate
-1.69K
- 62.77%
$34.28 - $36.97 $57.8K - $62.3K
1K $35K
HD
Home Depot, Inc.

Consumer Cyclical
-4.21K
- 9.87%
$357.4 - $423.42 $1.51M - $1.78M
38.5K $15.6M
IYK
Ishares U.S. Consumer Staples

ETFs
-248
- 1.16%
$67.65 - $71.68 $16.8K - $17.8K
21.2K $1.45M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-936
- 59.54%
$71.11 - $81.68 $66.6K - $76.5K
636 $50K
OTIS
Otis Worldwide Corp

Industrials
-480
- 22.89%
$84.93 - $101.07 $40.8K - $48.5K
1.62K $147K
NEM
Newmont Corp

Basic Materials
-1.55K
- 58.08%
$57.35 - $85.25 $88.6K - $132K
1.12K $94K
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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