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
Cohen Steers Mlp Income
Q3 2021 Filed on Nov 09, 2021
500
N/A
VSTM
Verastem, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
300
$2.54 - $4.07 $762 - $1.22K
Brookfield Ppty Reit Inc
Q3 2021 Filed on Nov 09, 2021
1,790
N/A
Tanzanian Gold Corp
Q3 2021 Filed on Nov 09, 2021
30,500
N/A
Slack Technologies Inc
Q3 2021 Filed on Nov 09, 2021
2,275
N/A
YCBD
Cbd Md, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
3,170
$0.0 - $7.49 $0 - $23.7K
Ishares Tr
Q3 2021 Filed on Nov 09, 2021
4,696
N/A
Ishares Tr
Q3 2021 Filed on Nov 09, 2021
400
N/A
NLTX
Neoleukin Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
215
$6.05 - $9.66 $1.3K - $2.08K
TCMD
Tactile Systems Technology Inc

Healthcare
Q3 2021 Filed on Nov 09, 2021
100
$39.89 - $52.93 $3.99K - $5.29K
ARCE
Arco Platform Ltd.

Consumer Defensive
Q3 2021 Filed on Nov 09, 2021
100
$21.24 - $31.48 $2.12K - $3.15K
CODX
Co Diagnostics, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
400
$7.48 - $11.38 $2.99K - $4.55K
Lightspeed Pos Inc
Q3 2021 Filed on Nov 09, 2021
200
N/A
GRVY
Gravity Co., Ltd.

Communication Services
Q3 2021 Filed on Nov 09, 2021
35
$82.12 - $108.35 $2.87K - $3.79K
Churchill Capital Corp Iv
Q3 2021 Filed on Nov 09, 2021
11,514
N/A
Golden Nugget Online Gamin
Q3 2021 Filed on Nov 09, 2021
4,000
N/A
CDXC
Chroma Dex Corp.

Healthcare
Q3 2021 Filed on Nov 09, 2021
2,950
$6.05 - $10.41 $17.8K - $30.7K
STRO
Sutro Biopharma, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
700
$16.88 - $22.38 $11.8K - $15.7K
RNLX
Renalytix PLC

Healthcare
Q3 2021 Filed on Nov 09, 2021
440
$17.91 - $34.78 $7.88K - $15.3K
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
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
Mudrick Capital Acqu Corp Ii
Q3 2021 Filed on Nov 09, 2021
185
N/A
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
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