Geneos Wealth Management Inc. Closed Holding Positions

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Vislink Technologies Inc
Q4 2021 Filed on Feb 09, 2022
1,600
N/A
INFN
Infinera Corp

Technology
Q4 2021 Filed on Feb 09, 2022
1,000
$7.24 - $9.83 $7.24K - $9.83K
CDXS
Codexis, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
424
$25.61 - $41.78 $10.9K - $17.7K
SOL
Rene Sola LTD

Technology
Q4 2021 Filed on Feb 09, 2022
800
$5.23 - $9.48 $4.18K - $7.58K
DRRX
Durect Corp

Healthcare
Q4 2021 Filed on Feb 09, 2022
5,000
$0.9 - $1.31 $4.5K - $6.55K
Contango Oil Gas CO
Q4 2021 Filed on Feb 09, 2022
2,000
N/A
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
300
$3.45 - $6.89 $1.04K - $2.07K
FNI
First Trust Chindia ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
130
$44.84 - $57.01 $5.83K - $7.41K
Zix Corp
Q4 2021 Filed on Feb 09, 2022
1,000
N/A
MILE
Metromile, Inc.
Q4 2021 Filed on Feb 09, 2022
600
$2.04 - $3.65 $1.22K - $2.19K
Extraction Oil Gas Inc
Q4 2021 Filed on Feb 09, 2022
133
N/A
MHO
M/I Homes, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
50
$55.89 - $64.52 $2.79K - $3.23K
BNGO
Bionano Genomics, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
400
$29.9 - $61.2 $12K - $24.5K
IPOF
Social Capital Hedosophia Holdings Corp. Vi

Financial Services
Q4 2021 Filed on Feb 09, 2022
175
$10.06 - $10.68 $1.76K - $1.87K
ACRE
Ares Commercial Real Estate Corp

Real Estate
Q4 2021 Filed on Feb 09, 2022
100
$13.86 - $16.03 $1.39K - $1.6K
LABP
Landos Biopharma, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
1,100
$4.7 - $15.0 $5.17K - $16.5K
CVAC
Cure Vac N.V.

Healthcare
Q4 2021 Filed on Feb 09, 2022
25
$33.72 - $48.22 $843 - $1.21K
IVA
Inventiva S.A.

Healthcare
Q4 2021 Filed on Feb 09, 2022
100
$12.75 - $15.65 $1.28K - $1.57K
AKRO
Akero Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
50
$19.87 - $26.24 $994 - $1.31K
Altimeter Growth Corp
Q4 2021 Filed on Feb 09, 2022
100
N/A
Ppd Inc
Q4 2021 Filed on Feb 09, 2022
9,141
N/A
IBMO
Ishares Tr Ibonds December 202

ETFs
Q4 2021 Filed on Feb 09, 2022
4,485
$26.8 - $26.92 $120K - $121K
CLFD
Clearfield, Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
230
$45.08 - $84.42 $10.4K - $19.4K
AEI
Alset E Home International Inc.

Real Estate
Q4 2021 Filed on Feb 09, 2022
1,500
$0.56 - $2.35 $840 - $3.53K
Direxion Shs ETF Tr
Q4 2021 Filed on Feb 09, 2022
150
N/A
DEN
Denbury Inc

Energy
Q4 2021 Filed on Feb 09, 2022
19
$67.68 - $90.5 $1.29K - $1.72K
General Electric CO
Q3 2021 Filed on Nov 09, 2021
235,359
N/A
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q3 2021 Filed on Nov 09, 2021
313
$97.62 - $110.73 $30.6K - $34.7K
Weingarten Rlty Invs
Q3 2021 Filed on Nov 09, 2021
5,069
N/A
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 09, 2021
352
N/A
CVA
Covanta Holding Corporation

Industrials
Q3 2021 Filed on Nov 09, 2021
120
N/A
L Brands Inc
Q3 2021 Filed on Nov 09, 2021
569
N/A
NEWT
Newtek Business Services Corp.

Financial Services
Q3 2021 Filed on Nov 09, 2021
2,393
$25.13 - $36.27 $60.1K - $86.8K
LFCR
Lifecore Biomedical Inc Com
Q3 2021 Filed on Nov 09, 2021
675
N/A
Brookfield Property Partrs L
Q3 2021 Filed on Nov 09, 2021
8,457
N/A
MATX
Matson, Inc.

Industrials
Q3 2021 Filed on Nov 09, 2021
100
$62.43 - $86.64 $6.24K - $8.66K
Msg Network Inc
Q3 2021 Filed on Nov 09, 2021
281
N/A
Grace W R CO Del New
Q3 2021 Filed on Nov 09, 2021
302
N/A
Knoll Inc
Q3 2021 Filed on Nov 09, 2021
158
N/A
Alaska Communications Sys Gr
Q3 2021 Filed on Nov 09, 2021
1,000
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
18
$177.4 - $209.8 $3.19K - $3.78K
Stamps Com Inc
Q3 2021 Filed on Nov 09, 2021
545
N/A
CTLT
Catalent, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
100
$109.17 - $142.35 $10.9K - $14.2K
Janus Detroit Str Tr
Q3 2021 Filed on Nov 09, 2021
420
N/A
Momo Inc
Q3 2021 Filed on Nov 09, 2021
125
N/A
KIE
Spdr S&P Insurance ETF

ETFs
Q3 2021 Filed on Nov 09, 2021
803
$36.77 - $39.84 $29.5K - $32K
DWPP
First Trust ETF Dorsey Wright

ETFs
Q3 2021 Filed on Nov 09, 2021
60
$31.94 - $34.04 $1.92K - $2.04K
SNBR
Sleep Number Corp

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
100
$89.6 - $114.0 $8.96K - $11.4K
LEGR
First Tr ETF Indxx Innovation

ETFs
Q3 2021 Filed on Nov 09, 2021
666
$40.95 - $44.07 $27.3K - $29.4K
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