Geneos Wealth Management Inc. Proshares Large Cap Core Plus Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
Shares
13 transactions
Others Institutions Holding CSM
# of Institutions
106Shares Held
3.47MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY811KShares$62.7 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA398KShares$30.8 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC302KShares$23.4 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL176KShares$13.6 Million0.14% of portfolio
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Stifel Financial Corp St. Louis, MO121KShares$9.34 Million0.01% of portfolio