Geneos Wealth Management Inc. Vaneck ETF Tr Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vaneck ETF Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,584 shares of CLOI stock, worth $506,226. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,584

Holding current value

$506,226

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$52.7 - $53.15 $505,076 - $509,389	9,584 New	9,584 $505,000

Others Institutions Holding CLOI

# of Institutions

150

Shares Held

10.9M

Call Options Held

Put Options Held

Capital Investment Advisors, LLC

1.12M
Shares

$59.3 Million
1.2% of portfolio
Lpl Financial LLC Fort Mill, SC

856K
Shares

$45.2 Million
0.02% of portfolio
Syon Capital LLC San Francisco, CA

792K
Shares

$41.8 Million
3.76% of portfolio
Orion Portfolio Solutions, LLC

663K
Shares

$35 Million
0.37% of portfolio
Redhawk Wealth Advisors, Inc. Minneapolis, MN

636K
Shares

$33.6 Million
4.87% of portfolio

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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Geneos Wealth Management Inc. Vaneck ETF Tr Transaction History