Geneos Wealth Management Inc. Has $69,000 Position in Capital …

2 days ago  · Geneos Wealth Management Inc. Grows Stock Position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (NASDAQ:BSJT) Pembina Pipeline Co. (NYSE:PBA) …


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Geneos Wealth Management Inc. Has $69,000 Position In Capital …

3 weeks from now

2 days ago  · Geneos Wealth Management Inc. Grows Stock Position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (NASDAQ:BSJT) Pembina Pipeline Co. (NYSE:PBA) …

etfdailynews.com

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Geneos Wealth Management Inc. Makes New $698,000

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6 days ago  · Geneos Wealth Management Inc. purchased a new position in shares of The TJX Companies, Inc. (NYSE:TJX - Free Report) in the 4th quarter, according to the company in its …

marketbeat.com

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Geneos Wealth Management Inc. Has $455,000 Stock Position In …

3 weeks from now

5 days ago  · Geneos Wealth Management Inc. boosted its stake in shares of Invesco S&P 500 Equal Weight Industrials ETF (NYSEARCA:RSPN – Free Report) by 8.7% during the fourth …

etfdailynews.com

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Geneos Wealth Management Inc. Has $389,000 Stock Position In …

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5 days ago  · Geneos Wealth Management Inc. increased its position in Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT – Free Report) by 26.5% in the 4th quarter, according …

americanbankingnews.com

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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 …

marketbeat.com

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Delta Air Lines, Inc. (NYSE:DAL) Shares Acquired By Geneos Wealth ...

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4 days ago  · Geneos Wealth Management Inc. increased its position in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 19.4% in the fourth quarter, according to the company in its …

americanbankingnews.com

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Geneos Wealth Management - Stockzoa

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Geneos Wealth Management was a net buyer of stock by $66M. Geneos Wealth Management has $2.3B in assets under management (AUM), dropping by 3.15%. ... (CIK): 0001764754; …

stockzoa.com

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Geneos Wealth Management Inc. Has $429,000 Stock Position In …

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5 days ago  · Geneos Wealth Management Inc. cut its position in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 4.0% in the 4th quarter, according to the company in its most …

tickerreport.com

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Geneos Wealth Management Inc. Takes $109,000 Position In FT …

3 weeks from now

3 days ago  · Geneos Wealth Management Inc. Has $107,000 Position in SPDR S&P Biotech ETF (NYSEARCA:XBI) You might be interested in: Truepoint Inc. Boosts Stock Position in …

etfdailynews.com

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Geneos Wealth Management Inc. Has $510,000 Stake In Teva

3 weeks from now

5 days ago  · Geneos Wealth Management Inc. lessened its position in Teva Pharmaceutical Industries Limited (NYSE:TEVA - Free Report) by 45.6% in the fourth quarter, according to the …

marketbeat.com

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Geneos Wealth Management Inc. Grows Stock Position In

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Jan 25, 2025  · Geneos Wealth Management Inc. raised its position in Insulet Co. (NASDAQ:PODD – Free Report) by 68.5% in the 4th quarter, Holdings Channel reports. The …

techdows.com

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Geneos Wealth Management Inc. Has $1.17 Million Stock Position …

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6 days ago  · Geneos Wealth Management Inc. raised its position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (NASDAQ:BSJQ – Free Report) by 35.8% during the fourth …

modernreaders.com

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Geneos Wealth Management Inc. Has $578,000 Stock Holdings In …

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5 days ago  · Geneos Wealth Management Inc. reduced its position in shares of Anavex Life Sciences Corp. (NASDAQ:AVXL – Free Report) by 21.2% in the 4th quarter, according to the …

etfdailynews.com

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GENEOS WEALTH MANAGEMENT INC. - WhaleWisdom.com

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Geneos Wealth Management is a large advisory firm with 23471 clients and discretionary assets under management (AUM) of $5,205,170,586 (Form ADV from 2024-07-02). Their last …

whalewisdom.com

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Geneos Wealth Management Inc. Makes New $629,000

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5 days ago  · Geneos Wealth Management Inc. purchased a new position in shares of Oklo Inc. (NYSE:OKLO - Free Report) during the fourth quarter, according to its most recent disclosure …

marketbeat.com

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Bluebird Bio Inc COM USD001 Shares Owned By Geneos Wealth …

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Dec 30, 2024  · Quarterly reported holdings in Bluebird Bio Inc COM USD001 by Geneos Wealth Management . Quarter filed Position value Share count Share price at filing; 2024-12-31 $1.5k …

stockzoa.com

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Geneos Wealth Management Inc. Has $4.90 Million Stock …

3 weeks from now

Jan 26, 2025  · Geneos Wealth Management Inc. increased its position in Realty Income Co. (NYSE:O - Free Report) by 1,044.9% in the fourth quarter, according to the company in its …

marketbeat.com

FAQs about Geneos Wealth Management Inc. Has $69,000 Position in Capital … Coupon?

Does geneos wealth management own Capital Group international focus equity ETF?

Geneos Wealth Management Inc. grew its stake in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 81.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. ...

What is geneos wealth management's largest holding?

Geneos Wealth Management's largest holding is iShares Core S&P 500 ETF- with shares held of 204,184. Whalewisdom has at least 30 13F filings : Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. ...

How much is geneos wealth management's cgxu ETF worth?

Geneos Wealth Management Inc.’s holdings in Capital Group International Focus Equity ETF were worth $69,000 as of its most recent filing with the Securities and Exchange Commission. A number of other hedge funds also recently made changes to their positions in CGXU. ...

Where is geneos wealth management located?

The headquarters of Geneos Wealth Management is 9635 Maroon Circle, Suite 100. Englewood, CO 80112. ...

What is geneos wealth management's 13F holding?

Their last reported 13F filing for Q2 2023 included $1,909,250,901 in managed 13F securities and a top 10 holdings concentration of 19.73%. Geneos Wealth Management's largest holding is iShares Core S&P 500 ETF- with shares held of 204,184. ...

How much is geneos wealth management's Invesco S&P 500 equal weight industrials ETF worth?

Geneos Wealth Management Inc.’s holdings in Invesco S&P 500 Equal Weight Industrials ETF were worth $455,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in RSPN. ...

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