Geneos Wealth Management Inc. Two Rds Shared Tranfield Us Eq Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Two Rds Shared Tranfield Us Eq stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 430,002 shares of AESR stock, worth $7.29 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
430,002
Previous 422,407
1.8%
Holding current value
$7.29 Million
Previous $6.58 Million
6.96%
% of portfolio
0.31%
Previous 0.3%
Shares
12 transactions
Others Institutions Holding AESR
# of Institutions
16Shares Held
7.17MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.57MShares$77.5 Million1.94% of portfolio
-
First International Bank & Trust Watford City, ND1.12MShares$18.9 Million6.29% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA809KShares$13.7 Million6.77% of portfolio
-
Provence Wealth Management Group70.7KShares$1.2 Million0.53% of portfolio
-
Mosley Wealth Management Anaheim, CA45.8KShares$776,4790.64% of portfolio