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Image about Keener Financial Planning LLC Takes Position in Johnson & Johnson (NYSE:JNJ)

Keener Financial Planning LLC Takes Position in Johnson & Johnson (NYSE:JNJ)

Keener Financial Planning LLC acquired a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image about Sequoia Financial Advisors LLC Buys New Stake in Kemper Co. (NYSE:KMPR)

Sequoia Financial Advisors LLC Buys New Stake in Kemper Co. (NYSE:KMPR)

Sequoia Financial Advisors LLC purchased a new position in shares of Kemper Co. (NYSE:KMPR – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image about Geneos Wealth Management Inc. Sells 3,940 Shares of Iron Mountain Incorporated (NYSE:IRM)

Geneos Wealth Management Inc. Sells 3,940 Shares of Iron Mountain Incorporated (NYSE:IRM)

Geneos Wealth Management Inc. cut its stake in shares of Iron Mountain Incorporated (NYSE:IRM – Free Report) by 71.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image about Invesco BuyBack Achievers ETF (NASDAQ:PKW) Shares Sold by Geneos Wealth Management Inc.

Invesco BuyBack Achievers ETF (NASDAQ:PKW) Shares Sold by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. lessened its holdings in Invesco BuyBack Achievers ETF (NASDAQ:PKW – Free Report) by 89.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image about Stiles Financial Services Inc Raises Position in Johnson & Johnson (NYSE:JNJ)

Stiles Financial Services Inc Raises Position in Johnson & Johnson (NYSE:JNJ)

Stiles Financial Services Inc raised its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 2.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image about Geneos Wealth Management Inc. Lowers Holdings in Sabine Royalty Trust (NYSE:SBR)

Geneos Wealth Management Inc. Lowers Holdings in Sabine Royalty Trust (NYSE:SBR)

Geneos Wealth Management Inc. trimmed its holdings in Sabine Royalty Trust (NYSE:SBR – Free Report) by 13.4% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 1,615 shares of the energy... More of this article »
Image about Geneos Wealth Management Inc. Lowers Stock Holdings in Yum! Brands, Inc. (NYSE:YUM)

Geneos Wealth Management Inc. Lowers Stock Holdings in Yum! Brands, Inc. (NYSE:YUM)

Geneos Wealth Management Inc. cut its holdings in Yum! Brands, Inc. (NYSE:YUM – Free Report) by 20.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image about Geneos Wealth Management Inc. Acquires 386 Shares of Stanley Black & Decker, Inc. (NYSE:SWK)

Geneos Wealth Management Inc. Acquires 386 Shares of Stanley Black & Decker, Inc. (NYSE:SWK)

Geneos Wealth Management Inc. grew its holdings in shares of Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 50.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Image about Geneos Wealth Management Inc. Sells 187 Shares of Crown Castle Inc. (NYSE:CCI)

Geneos Wealth Management Inc. Sells 187 Shares of Crown Castle Inc. (NYSE:CCI)

Geneos Wealth Management Inc. lowered its position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 14.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image about Geneos Wealth Management Inc. Sells 258 Shares of Fastenal (NASDAQ:FAST)

Geneos Wealth Management Inc. Sells 258 Shares of Fastenal (NASDAQ:FAST)

Geneos Wealth Management Inc. cut its stake in shares of Fastenal (NASDAQ:FAST – Free Report) by 13.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image about Geneos Wealth Management Inc. Grows Stake in iShares Gold Trust (NYSEARCA:IAU)

Geneos Wealth Management Inc. Grows Stake in iShares Gold Trust (NYSEARCA:IAU)

Geneos Wealth Management Inc. raised its stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 10.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image about Geneos Wealth Management Inc. Trims Stake in Invesco Global Water ETF (NASDAQ:PIO)

Geneos Wealth Management Inc. Trims Stake in Invesco Global Water ETF (NASDAQ:PIO)

Geneos Wealth Management Inc. lowered its stake in Invesco Global Water ETF (NASDAQ:PIO – Free Report) by 19.5% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image about Geneos Wealth Management Inc. Lowers Stock Position in Johnson & Johnson (NYSE:JNJ)

Geneos Wealth Management Inc. Lowers Stock Position in Johnson & Johnson (NYSE:JNJ)

Geneos Wealth Management Inc. decreased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image about Geneos Wealth Management Inc. Decreases Stock Position in PIMCO Income Strategy Fund II (NYSE:PFN)

Geneos Wealth Management Inc. Decreases Stock Position in PIMCO Income Strategy Fund II (NYSE:PFN)

Geneos Wealth Management Inc. lowered its stake in PIMCO Income Strategy Fund II (NYSE:PFN – Free Report) by 74.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image about LyondellBasell Industries (NYSE:LYB) Shares Sold by Geneos Wealth Management Inc.

LyondellBasell Industries (NYSE:LYB) Shares Sold by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. lessened its stake in shares of LyondellBasell Industries (NYSE:LYB – Free Report) by 73.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »