Geneos Wealth Management Inc. Has $4.91 Million Holdings in …

Jan 25, 2025 · Geneos Wealth Management Inc. lifted its stake in shares of Fortinet, Inc. (NASDAQ:FTNT - Free Report) by 22.1% during the fourth quarter, according to its most …

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Geneos Wealth Management Inc. Has $4.91 Million Holdings In …

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Jan 25, 2025 · Geneos Wealth Management Inc. lifted its stake in shares of Fortinet, Inc. (NASDAQ:FTNT - Free Report) by 22.1% during the fourth quarter, according to its most …

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Geneos Wealth Management Inc. Has $4.90 Million Stock …

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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 …

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GENEOS WEALTH MANAGEMENT INC. Top 13F Holdings

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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 …

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Geneos Wealth Management Inc. Has $6.63 Million Holdings In Eli …

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Jan 27, 2025 · Geneos Wealth Management Inc. decreased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 5.1% during the 4th quarter, according to the company in its …

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Geneos Wealth Management Inc. Has $41,000 Stock Holdings In …

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1 day ago · Geneos Wealth Management Inc. increased its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 175.6% during the 4th quarter, according …

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Geneos Wealth Management Inc. Grows Stock Holdings In Vericel …

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3 days ago · Geneos Wealth Management Inc. raised its holdings in shares of Vericel Co. (NASDAQ:VCEL – Free Report) by 826.6% in the 4th quarter, according to its most recent …

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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 …

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Geneos Wealth Management Inc. Cuts Position In Otis Worldwide …

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3 days ago · Geneos Wealth Management Inc.’s holdings in Otis Worldwide were worth $111,000 as of its most recent filing with the SEC. Other institutional investors and hedge funds have …

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Geneos Wealth Management Inc. Has $6.18 Million Stock …

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Jan 25, 2025 · Geneos Wealth Management Inc. grew its holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD - Free Report) by 21.9% in the 4th quarter, according to its most recent …

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Geneos Wealth Management Inc. Has $219,000 Holdings In …

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4 days ago · Geneos Wealth Management Inc. raised its holdings in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 6.6% in the fourth quarter, according to the company in …

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Geneos Wealth Management Inc. Q4 2024 13F Top Portfolio …

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Nov 14, 2024 · Geneos Wealth Management Inc. reported 2,879 holdings with total value $2.86 B as of Q4 2024. Top holdings included SGOV, SPY, IVV, USMV, and ITOT ... SPY, IVV, …

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Geneos Wealth Management Inc. Has $281,000 Stock Holdings In …

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4 days ago · Geneos Wealth Management Inc. boosted its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 3.7% during the fourth quarter, according to …

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Geneos Wealth Management Inc. Has $1.01 Million Position In …

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6 days ago · Geneos Wealth Management Inc. lifted its holdings in Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) by 175.3% during the 4th quarter, according to the company …

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Geneos Wealth Management Inc. Has $1.18 Million Stake In …

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Jan 27, 2025 · The fund owned 14,033 shares of the semiconductor manufacturer's stock after selling 4,910 shares during the quarter. Geneos Wealth Management Inc.'s holdings in Micron …

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FAQs about Geneos Wealth Management Inc. Has $4.91 Million Holdings in … Coupon?

Does geneos wealth management own Vericel co?

Geneos Wealth Management Inc. raised its holdings in shares of Vericel Co. (NASDAQ:VCEL – Free Report) by 826.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,511 shares of the biotechnology company’s stock after purchasing an additional 2,240 shares during the quarter. ...

Who is geneos wealth management?

Geneos Wealth Management is a large advisory firm with 12855 clients and discretionary assets under management (AUM) of $4,642,316,327 (Form ADV from 2023-07-31). 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%. ...

Does geneos wealth management own Vanguard Mega Cap ETF?

Geneos Wealth Management Inc. raised its holdings in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 6.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,029 shares of the company’s stock after acquiring an additional 64 shares during the period. ...

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. ...

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. ...

Did geneos reduce its position in ANAVEX life sciences (avxl)?

Posted by MarketBeat News on Jan 29th, 2025 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 company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). ...