Finally, Geneos Wealth Management Inc. acquired a new position in shares of Woodward in the 2nd quarter valued at $59,000.

Source: https://www.etfdailynews.com/2023/12/02/crawford-investment-counsel-inc-sells-1105-shares-of-woodward-inc-nasdaqwwd/

Finally, Geneos Wealth Management Inc. grew its stake in shares of Wynn Resorts by 22.7% in the 1st quarter.

Source: https://www.etfdailynews.com/2023/07/23/simplicity-solutions-llc-makes-new-investment-in-wynn-resorts-limited-nasdaqwynn/

Finally, Geneos Wealth Management Inc. purchased a new position in shares of Abercrombie & Fitch during the 1st quarter valued at about $95,000.

Source: https://www.etfdailynews.com/2023/08/20/commonwealth-of-pennsylvania-public-school-empls-retrmt-sys-lowers-stock-position-in-abercrombie-fitch-co-nyseanf/

Finally, Geneos Wealth Management Inc. raised its holdings in OneMain by 129.0% in the 1st quarter.

Source: https://www.etfdailynews.com/2023/06/21/fulton-bank-n-a-grows-stock-holdings-in-onemain-holdings-inc-nyseomf/

Geneos Wealth Management Inc. boosted its stake in shares of Invesco S&P 500 Equal Weight Health Care ETF by 14.2% in the first quarter.

Source: https://www.etfdailynews.com/2023/09/11/invesco-sp-500-equal-weight-health-care-etf-nysearcaryh-sets-new-12-month-low-at-28-29/

Geneos Wealth Management Inc. boosted its stake in shares of iShares Latin America 40 ETF by 76.8% in the first quarter.

Source: https://www.americanbankingnews.com/2023/10/16/9200-shares-in-ishares-latin-america-40-etf-nysearcailf-purchased-by-vontobel-holding-ltd.html

Geneos Wealth Management Inc. Boosts Stock Holdings in Yum!

Source: https://www.etfdailynews.com/2023/04/17/geneos-wealth-management-inc-boosts-stock-holdings-in-yum-brands-inc-nyseyum/

Geneos Wealth Management Inc. decreased its stake in Best Buy Co., Inc. () by 12.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.

Source: https://www.etfdailynews.com/2023/07/14/best-buy-co-inc-nysebby-shares-sold-by-geneos-wealth-management-inc/

Geneos Wealth Management Inc. decreased its stake in Magellan Midstream Partners, L.P. () by 72.9% during the 1st quarter, Holdings Channel.com reports.

Source: https://www.etfdailynews.com/2023/07/15/geneos-wealth-management-inc-has-158000-stake-in-magellan-midstream-partners-l-p-nysemmp/

Geneos Wealth Management Inc. grew its holdings in Upstart by 58.8% during the 2nd quarter.

Source: https://www.americanbankingnews.com/2023/02/03/asset-management-one-co-ltd-sells-15482-shares-of-upstart-holdings-inc-nasdaqupst.html

Geneos Wealth Management Inc. grew its position in Apollo Commercial Real Estate Finance by 721.0% during the 1st quarter.

Source: https://www.americanbankingnews.com/2023/12/03/private-advisor-group-llc-boosts-holdings-in-apollo-commercial-real-estate-finance-inc-nyseari.html

Geneos Wealth Management Inc. increased its holdings in shares of CME Group Inc. () by 126.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.

Source: https://www.etfdailynews.com/2023/07/15/cme-group-inc-nasdaqcme-shares-purchased-by-geneos-wealth-management-inc/

Geneos Wealth Management Inc. lifted its holdings in shares of American Water Works Company, Inc. () by 24.2% during the 1st quarter, reports.

Source: https://www.etfdailynews.com/2023/07/15/american-water-works-company-inc-nyseawk-shares-acquired-by-geneos-wealth-management-inc/

Geneos Wealth Management Inc. lowered its holdings in shares of Fastenal () by 46.4% in the first quarter, Holdings Channel.com reports.

Source: https://www.etfdailynews.com/2023/07/16/geneos-wealth-management-inc-has-84000-stock-position-in-fastenal-nasdaqfast/

Geneos Wealth Management Inc. now owns 122 shares of the company’s stock valued at $29,000 after buying an additional 44 shares during the period.

Source: https://www.americanbankingnews.com/2023/04/25/harvest-fund-management-co-ltd-has-330000-stock-position-in-hca-healthcare-inc-nysehca.html

Geneos Wealth Management Inc. now owns 1,416 shares of the company’s stock valued at $54,000 after acquiring an additional 644 shares during the period.

Source: https://www.etfdailynews.com/2023/05/20/belpointe-asset-management-llc-buys-shares-of-2766-invesco-international-buyback-achievers-etf-nasdaqipkw/

Geneos Wealth Management Inc. now owns 1,915 shares of the company’s stock valued at $66,000 after purchasing an additional 305 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/01/20/comerica-bank-has-2-10-million-stock-holdings-in-leggett-platt-incorporated-nyseleg/

Geneos Wealth Management Inc. now owns 19,786 shares of the company’s stock worth $1,789,000 after buying an additional 1,932 shares in the last quarter.

Source: https://www.americanbankingnews.com/2023/12/10/mml-investors-services-llc-sells-1486-shares-of-spdr-dow-jones-reit-etf-nysearcarwr.html

Geneos Wealth Management Inc. now owns 35,522 shares of the company’s stock valued at $5,880,000 after purchasing an additional 1,619 shares during the period.

Source: https://www.dailypolitical.com/2023/11/18/archer-investment-corp-has-2-37-million-holdings-in-johnson-johnson-nysejnj.html

Geneos Wealth Management Inc. now owns 561 shares of the company’s stock valued at $31,000 after buying an additional 355 shares during the period.

Source: https://www.etfdailynews.com/2023/09/30/mizuho-initiates-coverage-on-crispr-therapeutics-nasdaqcrsp/