Geneos Wealth Management Inc. Clearwater Analytics Holdings, Inc. Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 242 shares of CWAN stock, worth $4,772. This represents 0.0% of its overall portfolio holdings.
Number of Shares
242
Previous 0
Infinity%
Holding current value
$4,772
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CWAN
# of Institutions
401Shares Held
239MCall Options Held
356KPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA23.2MShares$458 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$223 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA10MShares$198 Million0.68% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.29MShares$183 Million1.41% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.81MShares$174 Million0.56% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.14B
- Description
- Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performa...