Geneos Wealth Management Inc. Cuts Stock Position in iShares …

5 days ago · Geneos Wealth Management Inc. decreased its holdings in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 15.3% in the 4th quarter, according to the company …

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Geneos Wealth Management Inc. Cuts Stock Position In IShares …

3 weeks from now

5 days ago · Geneos Wealth Management Inc. decreased its holdings in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 15.3% in the 4th quarter, according to the company …

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Geneos Wealth Management Inc. Decreases Stake In IShares Core …

3 weeks from now

5 days ago · Geneos Wealth Management Inc. cut its stake in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 70.3% during the fourth quarter, according …

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IShares U.S. Aerospace & Defense ETF (BATS:ITA) Stock Position …

3 weeks from now

6 days ago · Geneos Wealth Management Inc. trimmed its position in iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 77.2% in the fourth quarter, according to its most …

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Geneos Wealth Management Inc. Cuts Holdings In IShares U.S.

3 weeks from now

5 days ago · Geneos Wealth Management Inc. lowered its position in iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) by 9.5% during the fourth quarter, Holdings Channel.com …

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Geneos Wealth Management Inc. Lowers Position In IShares U.S

3 weeks from now

Jul 11, 2024 · Geneos Wealth Management Inc. trimmed its holdings in shares of iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 1.8% during the 1st quarter, according to …

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Geneos Wealth Management Inc. Has $12.20 Million Position In …

3 weeks from now

Apr 9, 2024 · Geneos Wealth Management Inc. cut its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 8.0% during the 4th quarter, according to its most …

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Geneos Wealth Management Inc. Cuts Position In Alphabet

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6 days ago · Geneos Wealth Management Inc. cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 9.1% in the 4th quarter, according to its most recent filing …

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Geneos Wealth Management Inc. Has $2.13 Million Stock Position …

3 weeks from now

Apr 11, 2024 · Geneos Wealth Management Inc. cut its holdings in shares of iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 0.8% in the 4th quarter, according to its …

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Geneos Wealth Management Inc. Reduces Stock Position In …

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Jan 27, 2025 · Geneos Wealth Management Inc. cut its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 12.4% during the 4th quarter, according to its most recent 13F …

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Geneos Wealth Management Inc. Acquires 400 Shares Of IShares …

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5 days ago · Geneos Wealth Management Inc. raised its stake in iShares Global 100 ETF (NYSEARCA:IOO – Free Report) by 6.9% during the fourth quarter, according to the company …

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Geneos Wealth Management Inc. Has $1.68 Million Position In ...

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Jan 27, 2025 · Geneos Wealth Management Inc. cut its position in shares of MicroStrategy Incorporated (NASDAQ:MSTR - Free Report) by 17.8% during the 4th quarter, according to its …

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IShares Russell Mid-Cap ETF (NYSEARCA:IWR) Position Raised By …

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Jan 26, 2025 · Geneos Wealth Management Inc. raised its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.3% in the fourth quarter, according to the …

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Geneos Wealth Management Inc. Increases Stock Position In The …

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Jan 27, 2025 · Geneos Wealth Management Inc. grew its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.8% during the fourth quarter, according to the company in …

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Geneos Wealth Management Inc. Reduces Holdings In The

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4 days ago · Geneos Wealth Management Inc. lowered its position in The Sherwin-Williams Company (NYSE:SHW - Free Report) by 69.7% in the 4th quarter, according to the company …

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Geneos Wealth Management Inc. Cuts Stake In Tesla, Inc

3 weeks from now

6 days ago · Geneos Wealth Management Inc. cut its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 31.9% in the 4th quarter, according to its most recent disclosure with the SEC. …

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Geneos Wealth Management Inc. Cuts Position In Otis Worldwide …

3 weeks from now

3 days ago · Geneos Wealth Management Inc. lowered its position in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 9.7% in the fourth quarter, according to its most recent …

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FAQs about Geneos Wealth Management Inc. Cuts Stock Position in iShares … Coupon?

Does geneos wealth management own iShares Core growth allocation ETF?

Geneos Wealth Management Inc. grew its position in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 11.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 1,882 shares of the company’s stock after buying an additional 189 shares during the quarter. ...

Did geneos buy GSK plc?

Geneos Wealth Management Inc. purchased a new stake in shares of GSK plc (NYSE:GSK – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 4,292 shares of the pharmaceutical company’s stock, valued at approximately $145,000. ...

Does geneos own Otis worldwide co (Otis)?

Geneos Wealth Management Inc. lowered its position in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 9.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 1,200 shares of the company’s stock after selling 129 shares during the quarter. ...

Who is geneos wealth management?

Geneos Wealth Management manages $5.2 billion and provides investment advisory services for 23,471 clients (1:117 advisor/client ratio). 9635 Maroon Circle, Suite 100. Englewood, CO 80112 Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. ...

Does new Capital Management LP own iShares Core growth allocation ETF?

New Capital Management LP lifted its position in shares of iShares Core Growth Allocation ETF by 2.4% during the third quarter. New Capital Management LP now owns 9,146 shares of the company’s stock worth $542,000 after purchasing an additional 210 shares in the last quarter. ...

Does Hotchkis & Wiley Capital Management LLC own GSK?

Hotchkis & Wiley Capital Management LLC increased its holdings in GSK by 30.8% in the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 3,542,143 shares of the pharmaceutical company’s stock worth $144,803,000 after buying an additional 833,080 shares in the last quarter. ...