Geneos Wealth Management Inc. Advisorshares Tr Advisorshares Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,025 shares of CWS stock, worth $204,127. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,025
Previous 3,025 -0.0%
Holding current value
$204,127
Previous $198,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$63.1 - $68.75 $127,777 - $139,218
2,025 Added 202.5%
3,025 $198,000
Q3 2024

Nov 14, 2024
BUY
$61.66 - $68.72 $61,660 - $68,720
1,000 New
1,000 $68,000

Others Institutions Holding CWS

# of Institutions
51
Shares Held
859K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

CWS Quotes by TradingView
  • Ticker CWS
  • Sector ETFs
  • Industry ETFs
More about CWS
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