Geneos Wealth Management Inc. Banks—Regional

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.8B
$4.37 Million 0.11% of portfolio
260,692
Q2 2025 Added 8.44%
$68B
$1.44 Million 0.04% of portfolio
31,907
Q2 2025 Added 54.34%
$606M
$1.03 Million 0.03% of portfolio
41,637
Q1 2025 Reduced 2.8%
$58.4B
$1.01 Million 0.03% of portfolio
23,384
Q2 2025 Added 21.35%
$1.84B
$885,000 0.02% of portfolio
21,308
Q2 2025 New
$590M
$629,000 0.02% of portfolio
18,630
Q2 2025 Added 200.0%
$77.3B
$480,000 0.01% of portfolio
2,580
Q2 2025 Added 3.28%
$4.1B
$435,000 0.01% of portfolio
3,524
Q1 2025 Reduced 0.06%
$2.5B
$411,000 0.01% of portfolio
13,142
Q2 2025 Added 157.89%
$7.95B
$363,000 0.01% of portfolio
7,005
Q2 2025 Added 56.57%
$23.9B
$347,000 0.01% of portfolio
7,762
Q2 2025 Added 3.84%
$33B
$335,000 0.01% of portfolio
1,727
Q2 2025 Added 4.29%
$29B
$332,000 0.01% of portfolio
8,095
Q2 2025 Added 14.95%
$2.72B
$252,000 0.01% of portfolio
1,511
Q4 2024 New
$23.7B
$192,000 0.0% of portfolio
8,197
Q2 2025 Added 21.78%
$5.87B
$145,000 0.0% of portfolio
5,116
Q2 2025 Added 34.03%
$355M
$117,000 0.0% of portfolio
5,060
Q1 2025 Added 65.36%
$596M
$111,000 0.0% of portfolio
2,851
Q1 2023 New
$113B
$96,000 0.0% of portfolio
2,867
Q2 2025 Added 4.1%
$878M
$85,000 0.0% of portfolio
2,843
Q2 2025 Added 6.68%
$3.11B
$76,000 0.0% of portfolio
2,622
Q2 2025 Added 10.12%
$2.25B
$69,000 0.0% of portfolio
880
Q2 2023 Added 67.3%
$10.2B
$66,000 0.0% of portfolio
1,211
Q2 2025 Added 9.39%
$8.01B
$65,000 0.0% of portfolio
507
Q2 2025 Added 38.52%
$4.99B
$63,000 0.0% of portfolio
1,755
Q2 2025 Reduced 0.28%
$76.4B
$58,000 0.0% of portfolio
13,714
Q2 2025 Added 16.97%
$3.16B
$56,000 0.0% of portfolio
1,000
Q1 2025 Reduced 56.24%
$1.28B
$53,000 0.0% of portfolio
2,316
Q2 2025 Added 1.58%
$5.84B
$50,000 0.0% of portfolio
1,071
Q2 2025 Added 9.62%
$11.8B
$45,000 0.0% of portfolio
2,157
Q2 2025 Added 20.23%
$1.83B
$45,000 0.0% of portfolio
373
Q2 2025 Added 113.14%
$438M
$45,000 0.0% of portfolio
2,625
Q2 2025 Added 140.6%
$16.7B
$43,000 0.0% of portfolio
2,510
Q2 2025 Added 3.51%
$1.53B
$42,000 0.0% of portfolio
3,293
Q2 2025 Added 2.91%
$8.91B
$41,000 0.0% of portfolio
691
Q2 2025 Added 15.75%
$74B
$40,000 0.0% of portfolio
1,376
Q2 2025 Added 177.98%
$8.5B
$37,000 0.0% of portfolio
339
Q1 2025 Reduced 46.95%
$6.28B
$34,000 0.0% of portfolio
1,622
Q2 2025 Added 31.23%
$7.33B
$31,000 0.0% of portfolio
509
Q2 2025 Added 8.53%
$1.82B
$31,000 0.0% of portfolio
1,000
Q1 2025 Reduced 1.19%
$7.01B
$30,000 0.0% of portfolio
277
Q2 2025 Reduced 1.42%
$1.24B
$29,000 0.0% of portfolio
2,756
Q2 2025 Reduced 19.6%
$6.13B
$26,000 0.0% of portfolio
384
Q2 2025 Added 29.73%
$7.74B
$26,000 0.0% of portfolio
214
Q2 2025 Reduced 0.93%
$1.99B
$26,000 0.0% of portfolio
1,128
Q2 2025 Reduced 6.16%
$137B
$26,000 0.0% of portfolio
343
Q2 2025 Added 2.39%
$17.8B
$15,000 0.0% of portfolio
440
Q1 2025 Reduced 25.3%
$69.6B
$14,000 0.0% of portfolio
2,180
Q2 2025 Reduced 0.82%
$7.19B
$13,000 0.0% of portfolio
148
Q1 2025 New
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