Geneos Wealth Management Inc. Vanguard Bd Index Fd Inc Long Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 10,209 shares of BLV stock, worth $717,590. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,209
Previous 8,052
26.79%
Holding current value
$717,590
Previous $600,000
23.0%
% of portfolio
0.03%
Previous 0.03%
Shares
28 transactions
Others Institutions Holding BLV
# of Institutions
376Shares Held
42.3MCall Options Held
20.1KPut Options Held
17.9K-
Envestnet Asset Management Inc9.61MShares$675 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$308 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.39MShares$168 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.27MShares$160 Million0.65% of portfolio
-
Lincoln National Corp2.09MShares$147 Million2.41% of portfolio