Geneos Wealth Management Inc. Banks—Regional

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.8B
$3.61 Million 0.13% of portfolio
240,410
Q1 2025 Reduced 9.42%
$606M
$1.01 Million 0.04% of portfolio
41,637
Q1 2025 Reduced 2.8%
$68B
$872,000 0.03% of portfolio
20,673
Q1 2025 Reduced 27.18%
$58.4B
$792,000 0.03% of portfolio
19,270
Q1 2025 Reduced 26.1%
$77.3B
$439,000 0.02% of portfolio
2,498
Q1 2025 Reduced 43.05%
$4.1B
$387,000 0.01% of portfolio
3,524
Q1 2025 Reduced 0.06%
$23.9B
$306,000 0.01% of portfolio
7,475
Q1 2025 Reduced 41.82%
$33B
$296,000 0.01% of portfolio
1,656
Q1 2025 Added 114.79%
$29B
$276,000 0.01% of portfolio
7,042
Q1 2025 Added 190.87%
$2.72B
$228,000 0.01% of portfolio
1,511
Q4 2024 New
$7.95B
$223,000 0.01% of portfolio
4,474
Q1 2025 Reduced 36.5%
$590M
$193,000 0.01% of portfolio
6,210
Q1 2025 Reduced 66.67%
$2.5B
$158,000 0.01% of portfolio
5,096
Q1 2025 Reduced 59.76%
$23.7B
$146,000 0.01% of portfolio
6,731
Q1 2025 Reduced 44.3%
$177M
$142,000 0.0% of portfolio
5,334
Q4 2023 Reduced 1.84%
$355M
$118,000 0.0% of portfolio
5,060
Q1 2025 Added 65.36%
$596M
$107,000 0.0% of portfolio
2,851
Q1 2023 New
$113B
$86,000 0.0% of portfolio
2,754
Q1 2025 Reduced 46.0%
$878M
$75,000 0.0% of portfolio
2,665
Q1 2025 New
$3.11B
$69,000 0.0% of portfolio
2,381
Q1 2025 Reduced 29.16%
$4.99B
$63,000 0.0% of portfolio
1,760
Q1 2025 Reduced 50.0%
$2.25B
$60,000 0.0% of portfolio
880
Q2 2023 Added 67.3%
$10.2B
$57,000 0.0% of portfolio
1,107
Q1 2025 Reduced 37.53%
$3.16B
$56,000 0.0% of portfolio
1,000
Q1 2025 Reduced 56.24%
$1.28B
$49,000 0.0% of portfolio
2,280
Q1 2025 Reduced 4.68%
$8.01B
$45,000 0.0% of portfolio
366
Q1 2025 Reduced 48.23%
$76.4B
$44,000 0.0% of portfolio
11,724
Q1 2025 Added 4,846.84%
$5.84B
$42,000 0.0% of portfolio
977
Q1 2025 Added 144.25%
$16.7B
$38,000 0.0% of portfolio
2,425
Q1 2025 Reduced 18.07%
$1.53B
$38,000 0.0% of portfolio
3,200
Q1 2025 Reduced 2.35%
$1.24B
$35,000 0.0% of portfolio
3,428
Q1 2025 Reduced 11.15%
$8.91B
$35,000 0.0% of portfolio
597
Q1 2025 Reduced 46.98%
$11.8B
$34,000 0.0% of portfolio
1,794
Q1 2025 Reduced 40.69%
$8.5B
$31,000 0.0% of portfolio
339
Q1 2025 Reduced 46.95%
$1.82B
$30,000 0.0% of portfolio
1,000
Q1 2025 Reduced 1.19%
$1.99B
$29,000 0.0% of portfolio
1,202
Q1 2025 Reduced 29.67%
$7.01B
$29,000 0.0% of portfolio
281
Q1 2025 Reduced 41.34%
$7.33B
$29,000 0.0% of portfolio
469
Q1 2025 Reduced 35.13%
$6.28B
$26,000 0.0% of portfolio
1,236
Q1 2025 Reduced 42.46%
$7.74B
$24,000 0.0% of portfolio
216
Q1 2025 Reduced 38.11%
$137B
$22,000 0.0% of portfolio
335
Q1 2025 Reduced 28.57%
$6.13B
$21,000 0.0% of portfolio
296
Q1 2025 New
$1.83B
$20,000 0.0% of portfolio
175
Q1 2025 Reduced 50.0%
$438M
$17,000 0.0% of portfolio
1,091
Q1 2025 Reduced 58.44%
$17.8B
$15,000 0.0% of portfolio
440
Q1 2025 Reduced 25.3%
$7.19B
$13,000 0.0% of portfolio
148
Q1 2025 New
$3.05B
$13,000 0.0% of portfolio
215
Q1 2025 Reduced 38.92%
$32.2B
$12,000 0.0% of portfolio
5,485
Q1 2025 Reduced 41.0%
$69.6B
$12,000 0.0% of portfolio
2,198
Q1 2025 Reduced 50.0%
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