Geneos Wealth Management Inc. Closed Holding Positions

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCPL
Sci Play Corp

Communication Services
Q3 2021 Filed on Nov 09, 2021
750
$15.36 - $20.9 $11.5K - $15.7K
INTZ
Intrusion Inc

Technology
Q3 2021 Filed on Nov 09, 2021
400
$3.38 - $14.8 $1.35K - $5.92K
GTHX
G1 Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
300
$13.16 - $22.47 $3.95K - $6.74K
KURA
Kura Oncology, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
250
$15.42 - $21.72 $3.86K - $5.43K
ZEPP
Zepp Health Corp

Technology
Q3 2021 Filed on Nov 09, 2021
588
$8.03 - $11.7 $4.72K - $6.88K
DBI
Designer Brands Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
100
$11.99 - $17.01 $1.2K - $1.7K
AYTU
Aytu Biopharma, Inc

Healthcare
Q3 2021 Filed on Nov 09, 2021
783
$2.78 - $5.12 $2.18K - $4.01K
ADT
Adt Inc.

Industrials
Q3 2021 Filed on Nov 09, 2021
400
$7.91 - $10.89 $3.16K - $4.36K
Ault Global Holdings Inc
Q3 2021 Filed on Nov 09, 2021
1,000
N/A
ITM
Vaneck Intermediate Muni ETF

ETFs
Q3 2021 Filed on Nov 09, 2021
54
$51.24 - $52.24 $2.77K - $2.82K
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q3 2021 Filed on Nov 09, 2021
75
$19.68 - $22.51 $1.48K - $1.69K
EAR
Eargo, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
35
$6.59 - $38.71 $231 - $1.35K
Orbcomm Inc
Q3 2021 Filed on Nov 09, 2021
200
N/A
Amplify ETF Tr
Q3 2021 Filed on Nov 09, 2021
22
N/A
Solarwinds Corp
Q3 2021 Filed on Nov 09, 2021
500
N/A
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
120
$20.52 - $26.92 $2.46K - $3.23K
DIG
Proshares Ultra Oil & Gas

ETFs
Q3 2021 Filed on Nov 09, 2021
282,163
$13.01 - $18.7 $3.67M - $5.28M
TQQQ
Proshares Ultrapro Qqq

ETFs
Q3 2021 Filed on Nov 09, 2021
357
$61.26 - $76.04 $21.9K - $27.1K
Spark Energy Inc
Q3 2021 Filed on Nov 09, 2021
2,700
N/A
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
Q3 2021 Filed on Nov 09, 2021
600
$52.2 - $52.57 $31.3K - $31.5K
Ashford Hospitality Tr Inc
Q3 2021 Filed on Nov 09, 2021
3,100
N/A
Portman Ridge Fin Corp
Q3 2021 Filed on Nov 09, 2021
3,667
N/A
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
Q3 2021 Filed on Nov 09, 2021
226
$29.17 - $30.05 $6.59K - $6.79K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
Q3 2021 Filed on Nov 09, 2021
67
$96.17 - $104.54 $6.44K - $7K
Xeris Pharmaceuticals Inc
Q3 2021 Filed on Nov 09, 2021
1,000
N/A
PSCD
Invesco S&P Smallcap Consumer

ETFs
Q3 2021 Filed on Nov 09, 2021
35
$107.12 - $117.76 $3.75K - $4.12K
Listed Fd Tr
Q3 2021 Filed on Nov 09, 2021
230
N/A
CAL
Caleres Inc

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
100
$21.72 - $28.0 $2.17K - $2.8K
SIM
Grupo Simec, S.A.B. De C.V.

Basic Materials
Q3 2021 Filed on Nov 09, 2021
50
$21.92 - $29.35 $1.1K - $1.47K
FURY
Fury Gold Mines LTD

Basic Materials
Q3 2021 Filed on Nov 09, 2021
1,000
$0.61 - $1.22 $610 - $1.22K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q3 2018 Filed on Sep 07, 2021
77,792
$28.95 - $30.44 $2.25M - $2.37M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
Q1 2020 Filed on Sep 07, 2021
2,875
$10.25 - $16.18 $29.5K - $46.5K
MOH
Molina Healthcare, Inc.

Healthcare
Q2 2017 Filed on Sep 07, 2021
31
N/A
Red Lion Hotels Corp
Q3 2016 Filed on Sep 07, 2021
36,140
N/A
Parsley Energy Inc
Q2 2018 Filed on Sep 07, 2021
720
N/A
AGZ
Ishares Agency Bond ETF

ETFs
Q1 2020 Filed on Sep 07, 2021
20
$115.78 - $121.78 $2.32K - $2.44K
BMRC
Bank Of Marin Bancorp

Financial Services
Q3 2020 Filed on Sep 07, 2021
5,336
$27.55 - $34.52 $147K - $184K
ACTG
Acacia Research Corp

Industrials
Q1 2017 Filed on Sep 07, 2021
5,141
N/A
UCC
Proshares Ultra Consumer Servi

ETFs
Q4 2018 Filed on Sep 07, 2021
37,012
N/A
LTL
Proshares Ultra Telecommunicat

ETFs
Q3 2016 Filed on Sep 07, 2021
1,543
N/A
RCII
Rent A Center Inc De

Industrials
Q3 2016 Filed on Sep 07, 2021
800
N/A
VEGI
Ishares Inc Msci Global Agricu

ETFs
Q4 2017 Filed on Sep 07, 2021
4,000
$27.7 - $29.36 $111K - $117K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q4 2019 Filed on Sep 07, 2021
130
$22.3 - $24.85 $2.9K - $3.23K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q4 2018 Filed on Sep 07, 2021
76
$30.43 - $34.73 $2.31K - $2.64K
PRGS
Progress Software Corp

Technology
Q3 2016 Filed on Sep 07, 2021
3,008
N/A
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q4 2019 Filed on Sep 07, 2021
1,258
$9.94 - $17.72 $12.5K - $22.3K
RJA
Swedish Export Credit Corp

ETFs
Q2 2020 Filed on Sep 07, 2021
600
$4.6 - $5.06 $2.76K - $3.04K
VRE
Veris Residential, Inc.

Real Estate
Q1 2017 Filed on Sep 07, 2021
2,524
N/A
KMPR
Kemper Corp

Financial Services
Q2 2018 Filed on Sep 07, 2021
5,715
$55.2 - $81.5 $315K - $466K
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