Geneos Wealth Management Inc. Davis Fundamental ETF Tr Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,483 shares of DFNL stock, worth $404,924. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,483
Previous 23,717
60.02%
Holding current value
$404,924
Previous $931,000
60.04%
% of portfolio
0.01%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding DFNL
# of Institutions
53Shares Held
5.06MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$90.9 Million0.49% of portfolio
-
Morgan Stanley New York, NY951KShares$40.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$13.9 Million0.01% of portfolio
-
Ubs Group Ag165KShares$7.06 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC162KShares$6.91 Million0.0% of portfolio