Geneos Wealth Management Inc. Adams Diversified Equity Fund, Inc. Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 16,848 shares of ADX stock, worth $378,911. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,848
Previous 16,125
4.48%
Holding current value
$378,911
Previous $306,000
19.28%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding ADX
# of Institutions
216Shares Held
27MCall Options Held
0Put Options Held
0-
Lazard Asset Management LLC New York, NY3.55MShares$79.9 Million0.12% of portfolio
-
Saba Capital Management, L.P. New York, NY2.87MShares$64.5 Million1.59% of portfolio
-
Morgan Stanley New York, NY2.57MShares$57.8 Million0.0% of portfolio
-
Cohen & Steers, Inc. New York, NY1.24MShares$28 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.23MShares$27.6 Million0.01% of portfolio
About ADAMS DIVERSIFIED EQUITY FUND, INC.
- Ticker ADX
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 117,840,000
- Market Cap $2.65B
- Description
- Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quant...