Geneos Wealth Management Inc. Trims Stock Position in Globe …

5 days ago  · Geneos Wealth Management Inc.’s holdings in Globe Life were worth $402,000 at the end of the most recent quarter. A number of other hedge funds and other institutional …


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Geneos Wealth Management Inc. Trims Stock Position In Globe …

3 weeks from now

5 days ago  · Geneos Wealth Management Inc.’s holdings in Globe Life were worth $402,000 at the end of the most recent quarter. A number of other hedge funds and other institutional …

etfdailynews.com

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Geneos Wealth Management Inc. Cuts Position In Alphabet

3 weeks from now

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

marketbeat.com

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Geneos Wealth Management Inc. Trims Holdings In Invesco Global …

3 weeks from now

1 day ago  · Geneos Wealth Management Inc. lowered its holdings in Invesco Global Water ETF (NASDAQ:PIO – Free Report) by 73.6% in the 4th quarter, according to the company in its …

americanbankingnews.com

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Geneos Wealth Management Inc. Has $6.18 Million Stock …

3 weeks from now

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 …

marketbeat.com

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Geneos Wealth Management Inc. Sells 3,280 Shares Of

3 weeks from now

2 days ago  · Geneos Wealth Management Inc. reduced its stake in Expedia Group, Inc. (NASDAQ:EXPE - Free Report) by 92.5% during the fourth quarter, according to the company …

marketbeat.com

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CME Group Inc. (NASDAQ:CME) Shares Acquired By Geneos …

3 weeks from now

6 days ago  · Geneos Wealth Management Inc. lifted its stake in CME Group Inc. (NASDAQ:CME – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent Form …

techdows.com

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Geneos Wealth Management Inc. Cuts Stock Position In IShares …

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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 …

etfdailynews.com

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Geneos Wealth Management Inc. Purchases 141 Shares Of …

3 weeks from now

5 days ago  · Geneos Wealth Management Inc. lifted its position in Consolidated Edison, Inc. (NYSE:ED – Free Report) by 2.0% in the fourth quarter, Holdings Channel.com reports. The …

etfdailynews.com

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Geneos Wealth Management Inc. Sells 26,183 Shares Of Alpha And …

3 weeks from now

5 days ago  · Geneos Wealth Management Inc. lowered its holdings in Alpha and Omega Semiconductor Limited (NASDAQ:AOSL – Free Report) by 64.3% in the fourth quarter, …

americanbankingnews.com

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Geneos Wealth Management Inc. Trims Position In Cardinal

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Jan 27, 2025  · Geneos Wealth Management Inc. trimmed its position in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 1.2% during the 4th quarter, HoldingsChannel reports. The firm …

techdows.com

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

3 weeks from now

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. 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. …

marketbeat.com

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Geneos Wealth Management Inc. Sells 3,917 Shares Of Broadcom …

3 weeks from now

6 days ago  · Geneos Wealth Management Inc. lowered its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 7.2% during the fourth quarter, Holdings Channel.com …

techdows.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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Shopify Inc. (NYSE:SHOP) Shares Acquired By Geneos Wealth …

3 weeks from now

5 days ago  · Geneos Wealth Management Inc. boosted its holdings in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 8.5% during the 4th quarter, according to the company in its …

americanbankingnews.com

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Geneos Wealth Management Inc. Trims Holdings In Duke Energy …

3 weeks from now

Jan 25, 2025  · Geneos Wealth Management Inc. decreased its stake in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 1.9% during the fourth quarter, HoldingsChannel.com …

modernreaders.com

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Geneos Wealth Management Inc. Takes $1.09 Million Position In …

3 weeks from now

6 days ago  · Geneos Wealth Management Inc. acquired a new position in Sila Realty Trust, Inc. (NYSE:SILA - Free Report) during the fourth quarter, according to the company in its most …

marketbeat.com

FAQs about Geneos Wealth Management Inc. Trims Stock Position in Globe … Coupon?

Does geneos wealth management own Globe Life Inc?

Geneos Wealth Management Inc. decreased its position in Globe Life Inc. (NYSE:GL – Free Report) by 4.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 3,604 shares of the company’s stock after selling 156 shares during the period. ...

Does geneos wealth management own Consolidated Edison (Ed)?

Geneos Wealth Management Inc. lifted its position in Consolidated Edison, Inc. (NYSE:ED – Free Report) by 2.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 7,169 shares of the utilities provider’s stock after buying an additional 141 shares during the period. ...

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 Geode Capital Management LLC own Globe Life?

Geode Capital Management LLC now owns 2,618,764 shares of the company’s stock worth $276,994,000 after purchasing an additional 89,299 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Globe Life by 22.3% during the 3rd quarter. ...

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