Geneos Wealth Management Inc. Clearwater Analytics Holdings, Inc. Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
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 $7,347. This represents 0.0% of its overall portfolio holdings.
Number of Shares
242
Previous 209
15.79%
Holding current value
$7,347
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CWAN
# of Institutions
362Shares Held
221MCall Options Held
38.7KPut Options Held
80.7K-
Vanguard Group Inc Valley Forge, PA20.9MShares$634 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT12.4MShares$377 Million1.72% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$344 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11MShares$335 Million0.72% of portfolio
-
William Blair Investment Management, LLC Chicago, IL9.41MShares$286 Million0.68% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.75B
- 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...