Geneos Wealth Management Inc. Closed Holding Positions

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
ARCO Arcos Dorados Holdings Inc. Consumer Cyclical	Q2 2021 Filed on Jul 08, 2021	1,815	$5.01 - $6.78 $9.09K - $12.3K
Cloudera Inc	Q2 2021 Filed on Jul 08, 2021	2,000	N/A
PAGS Pag Seguro Digital Ltd. Technology	Q2 2021 Filed on Jul 08, 2021	3,965	$38.54 - $56.43 $153K - $224K
Aphria Inc	Q2 2021 Filed on Jul 08, 2021	1,405	N/A
Colony Cr Real Estate Inc	Q2 2021 Filed on Jul 08, 2021	33,833	N/A
Colony Cap Inc New	Q2 2021 Filed on Jul 08, 2021	33,911	N/A
Perspecta Inc	Q2 2021 Filed on Jul 08, 2021	513	N/A
CDNA Care Dx, Inc. Healthcare	Q2 2021 Filed on Jul 08, 2021	47	$63.02 - $95.11 $2.96K - $4.47K
PGJ Invesco Exchange Traded Fd Tr ETFs	Q2 2021 Filed on Jul 08, 2021	250	$54.94 - $66.28 $13.7K - $16.6K
KNDI Kandi Technologies Group, Inc. Consumer Cyclical	Q2 2021 Filed on Jul 08, 2021	350	$4.53 - $6.49 $1.59K - $2.27K
ZUO Zuora Inc Technology	Q2 2021 Filed on Jul 08, 2021	1,000	$14.43 - $18.38 $14.4K - $18.4K
ROAM Hartford Multifactor Emerging ETFs	Q2 2021 Filed on Jul 08, 2021	7,774	$23.96 - $25.86 $186K - $201K
SMAR Smartsheet Inc Technology	Q2 2021 Filed on Jul 08, 2021	400	$52.16 - $73.89 $20.9K - $29.6K
EVBN Evans Bancorp Inc Financial Services	Q2 2021 Filed on Jul 08, 2021	61	$33.1 - $39.96 $2.02K - $2.44K
Harvest Cap Cr Corp	Q2 2021 Filed on Jul 08, 2021	950	N/A
IAA Iaa, Inc. Industrials	Q2 2021 Filed on Jul 08, 2021	264	$53.33 - $63.34 $14.1K - $16.7K
Tcf Finl Corp	Q2 2021 Filed on Jul 08, 2021	1,154	N/A
ECF Ellsworth Growth & Income Fund LTD Financial Services	Q2 2021 Filed on Jul 08, 2021	762	$13.62 - $15.0 $10.4K - $11.4K
NMIH Nmi Holdings, Inc. Financial Services	Q2 2021 Filed on Jul 08, 2021	83	$22.44 - $26.55 $1.86K - $2.2K
OSPN One Span Inc. Technology	Q2 2021 Filed on Jul 08, 2021	600	$24.33 - $28.97 $14.6K - $17.4K
Ihs Markit LTD	Q2 2021 Filed on Jul 08, 2021	2,655	N/A
PATK Patrick Industries Inc Consumer Cyclical	Q2 2021 Filed on Jul 08, 2021	46	$71.58 - $97.52 $3.29K - $4.49K
Osi ETF Tr	Q2 2021 Filed on Jul 08, 2021	400	N/A
EYES Second Sight Medical Products Inc Healthcare	Q2 2021 Filed on Jul 08, 2021	449	$4.94 - $9.43 $2.22K - $4.23K
Fs Kkr Cap Corp Ii	Q2 2021 Filed on Jul 08, 2021	507,881	N/A
SRNE Sorrento Therapeutics, Inc. Healthcare	Q2 2021 Filed on Jul 08, 2021	17,850	$6.35 - $10.0 $113K - $179K
VXRT Vaxart, Inc. Healthcare	Q2 2021 Filed on Jul 08, 2021	200	$5.06 - $10.78 $1.01K - $2.16K
JFU 9 F Inc. Technology	Q2 2021 Filed on Jul 08, 2021	1,000	$1.21 - $2.84 $1.21K - $2.84K
Iac Interactivecorp New	Q2 2021 Filed on Jul 08, 2021	20	N/A
Capitala Fin Corp	Q2 2021 Filed on Jul 08, 2021	224	N/A
UFEB Innovator U.S. Equity Ultra Bu ETFs	Q2 2021 Filed on Jul 08, 2021	12,366	$26.92 - $27.43 $333K - $339K
NUBD Nuveen Esg U.S. Aggregate Bond ETFs	Q2 2021 Filed on Jul 08, 2021	71	$25.77 - $26.08 $1.83K - $1.85K
MRCY Mercury Systems Inc Industrials	Q2 2021 Filed on Jul 08, 2021	411	$57.69 - $79.28 $23.7K - $32.6K
ADAP Adaptimmune Therapeutics PLC Healthcare	Q2 2021 Filed on Jul 08, 2021	3,260	$3.86 - $5.78 $12.6K - $18.8K
BSEP Innovator U.S. Equity Buffer E ETFs	Q2 2021 Filed on Jul 08, 2021	307	$30.6 - $31.84 $9.39K - $9.77K
ACIO ETF Ser Solutions Aptus Collar ETFs	Q2 2021 Filed on Jul 08, 2021	8,864	$28.6 - $30.16 $254K - $267K
ADME ETF Ser Solutions Aptus Drawnd ETFs	Q2 2021 Filed on Jul 08, 2021	6,110	$36.94 - $39.75 $226K - $243K
Global X Fds	Q2 2021 Filed on Jul 08, 2021	917	N/A
BAND Bandwidth Inc. Technology	Q2 2021 Filed on Jul 08, 2021	101	$108.85 - $141.11 $11K - $14.3K
QFIN 360 Digi Tech, Inc. Financial Services	Q2 2021 Filed on Jul 08, 2021	489	$21.83 - $44.05 $10.7K - $21.5K
CTG Computer Task Group Inc Technology	Q2 2021 Filed on Jul 08, 2021	1,200	$9.46 - $11.57 $11.4K - $13.9K
Highcape Cap Acquisition Cor	Q2 2021 Filed on Jul 08, 2021	841	N/A
HYLN Hyliion Holdings Corp. Consumer Cyclical	Q2 2021 Filed on Jul 08, 2021	160	$7.94 - $13.23 $1.27K - $2.12K
OSCV Opus Small Cap Value ETF ETFs	Q2 2021 Filed on Jul 08, 2021	3,410	$31.91 - $33.7 $109K - $115K
OPEN Opendoor Technologies Inc. Real Estate	Q2 2021 Filed on Jul 08, 2021	410	$14.15 - $21.96 $5.8K - $9K
ELYS Elys Game Technology, Corp. Consumer Cyclical	Q2 2021 Filed on Jul 08, 2021	1,000	$3.46 - $5.82 $3.46K - $5.82K
VMD Viemed Healthcare, Inc. Healthcare	Q2 2021 Filed on Jul 08, 2021	522	$7.15 - $10.34 $3.73K - $5.4K
PGNY Progyny, Inc. Healthcare	Q2 2021 Filed on Jul 08, 2021	114	$44.87 - $64.95 $5.12K - $7.4K
GATO Gatos Silver, Inc. Basic Materials	Q2 2021 Filed on Jul 08, 2021	500	$9.32 - $19.38 $4.66K - $9.69K
AIV Apartment Investment & Management CO Real Estate	Q2 2021 Filed on Jul 08, 2021	810	$6.2 - $7.69 $5.02K - $6.23K

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