Geneos Wealth Management Inc. Starboard Invt Tr Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$21.93 - $24.42 $723 - $805	33 New	33 $0
Q1 2022 May 16, 2022	BUY	$22.5 - $25.52 $31,635 - $35,881	1,406 New	1,406 $33,000

Others Institutions Holding AGOX

# of Institutions

50

Shares Held

9.51M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

1.92M
Shares

$56.5 Million
0.32% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.4M
Shares

$41.2 Million
1.8% of portfolio
Kestra Private Wealth Services, LLC

1.05M
Shares

$30.8 Million
0.57% of portfolio
Octavia Wealth Advisors, LLC

788K
Shares

$23.2 Million
2.82% of portfolio
Envestnet Asset Management Inc

534K
Shares

$15.7 Million
0.01% of portfolio

About STARBOARD INVT TR

Ticker AGOX
Sector ETFs
Industry ETFs

More about AGOX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.