Geneos Wealth Management Inc. Software—Application

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$334B
$4.73 Million 0.17% of portfolio
14,144
Q4 2024 Reduced 0.63%
$53.3B
$4.14 Million 0.15% of portfolio
35,214
Q4 2024 Added 16.77%
$3.3B
$1.68 Million 0.06% of portfolio
5,785
Q4 2024 Reduced 17.84%
$136B
$684,000 0.02% of portfolio
11,344
Q4 2024 Reduced 2.94%
$169B
$637,000 0.02% of portfolio
1,014
Q4 2024 Added 0.8%
$227B
$606,000 0.02% of portfolio
572
Q4 2024 Added 31.8%
$53.1B
$563,000 0.02% of portfolio
2,293
Q4 2024 Added 0.17%
$128B
$432,000 0.02% of portfolio
4,069
Q4 2024 Added 8.48%
$106B
$369,000 0.01% of portfolio
1,140
Q4 2024 Reduced 34.07%
$323B
$230,000 0.01% of portfolio
938
Q4 2024 Added 1.52%
$87.9B
$180,000 0.01% of portfolio
602
Q4 2024 Reduced 0.5%
$18.4B
$168,000 0.01% of portfolio
1,872
Q4 2024 Reduced 46.04%
$42.3B
$164,000 0.01% of portfolio
661
Q4 2024 Added 224.02%
$41B
$93,000 0.0% of portfolio
654
Q4 2024 Added 5.31%
$18.1B
$83,000 0.0% of portfolio
309
Q4 2024 Added 255.17%
$12.5B
$76,000 0.0% of portfolio
375
Q4 2024 Reduced 1.06%
$34.9B
$44,000 0.0% of portfolio
64
Q4 2024 Added 8.47%
$22.2B
$40,000 0.0% of portfolio
221
Q3 2024 New
$20.1B
$39,000 0.0% of portfolio
484
Q4 2024 New
$55.7B
$37,000 0.0% of portfolio
246
Q4 2024 Added 1,437.5%
$1.02B
$36,000 0.0% of portfolio
5,648
Q4 2024 Reduced 32.95%
$45.8B
$29,000 0.0% of portfolio
15
Q4 2024 Added 15.38%
$16B
$28,000 0.0% of portfolio
530
Q1 2024 Added 76.67%
$9.92B
$25,000 0.0% of portfolio
253
Q4 2024 New
$31.1B
$23,000 0.0% of portfolio
70
Q3 2024 Added 169.23%
$1.96B
$17,000 0.0% of portfolio
240
Q3 2023 Reduced 1.23%
$3.81B
$16,000 0.0% of portfolio
1,294
Q4 2024 New
$24.6B
$16,000 0.0% of portfolio
29
Q4 2024 Reduced 9.38%
$51.9B
$15,000 0.0% of portfolio
60
Q3 2024 Reduced 73.45%
$10.3B
$12,000 0.0% of portfolio
74
Q3 2024 Added 89.74%
$4.75B
$12,000 0.0% of portfolio
950
Q4 2024 Reduced 56.74%
$5.4B
$11,000 0.0% of portfolio
112
Q4 2024 Reduced 8.2%
$2.31B
$11,000 0.0% of portfolio
84
Q4 2024 Added 25.37%
$17.3B
$10,000 0.0% of portfolio
62
Q4 2024 Added 264.71%
$3.06B
$8,000 0.0% of portfolio
135
Q4 2024 Reduced 1.46%
$2.78B
$8,000 0.0% of portfolio
153
Q4 2024 Added 40.37%
$3.18B
$8,000 0.0% of portfolio
450
Q4 2024 Reduced 28.57%
$10.8B
$7,000 0.0% of portfolio
31
Q4 2024 Reduced 6.06%
$20.4B
$6,000 0.0% of portfolio
91
Q3 2024 New
$1.63B
$6,000 0.0% of portfolio
242
Q4 2024 Added 15.79%
$2B
$6,000 0.0% of portfolio
227
Q4 2024 Added 75.97%
$10.1B
$5,000 0.0% of portfolio
18
Q3 2024 New
$3.2B
$5,000 0.0% of portfolio
158
Q4 2024 New
$639M
$4,000 0.0% of portfolio
333
Q1 2023 New
$11.5B
$3,000 0.0% of portfolio
19
Q4 2024 New
$7.16B
$3,000 0.0% of portfolio
21
Q4 2024 Reduced 16.0%
$6.71B
$2,000 0.0% of portfolio
111
Q1 2024 Reduced 84.23%
$9.92B
$2,000 0.0% of portfolio
29
Q4 2024 New
$12.8B
$1,000 0.0% of portfolio
41
Q4 2024 Added 141.18%
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