Geneos Wealth Management Inc. Donoghue Forlines Risk Managed Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,662 shares of DFNV stock, worth $95,166. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,662
Previous 23,013
88.43%
Holding current value
$95,166
Previous $773,000
87.58%
% of portfolio
0.0%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding DFNV
# of Institutions
13Shares Held
426KCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL250KShares$8.95 Million0.01% of portfolio
-
Tradition Wealth Management, LLC55.4KShares$1.98 Million0.19% of portfolio
-
American Portfolios Advisors Holbrook, NY47.8KShares$1.71 Million0.04% of portfolio
-
Gts Securities LLC New York, NY26.1KShares$931,6450.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.7KShares$813,0620.0% of portfolio