Geneos Wealth Management Inc. Vaneck ETF Tr Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
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 153,503 shares of CLOI stock, worth $8.12 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
153,503
Previous 119,467
28.49%
Holding current value
$8.12 Million
Previous $6.31 Million
28.75%
% of portfolio
0.21%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding CLOI
# of Institutions
164Shares Held
13.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.31MShares$69.5 Million0.02% of portfolio
-
Capital Investment Advisors, LLC1.29MShares$68.1 Million1.28% of portfolio
-
Independence Asset Advisors, LLC Wynnewood,, PA1.1MShares$58.2 Million36.22% of portfolio
-
Syon Capital LLC San Francisco, CA791KShares$41.9 Million2.76% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.3 Million0.37% of portfolio