Geneos Wealth Management Inc. Wisdomtree U.S. Largecap Fund Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,041 shares of EPS stock, worth $62,595. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,041
Previous 400
160.25%
Holding current value
$62,595
Previous $22,000
168.18%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding EPS
# of Institutions
115Shares Held
10.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA1.7MShares$102 Million1.49% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$76.4 Million14.73% of portfolio
-
Private Advisor Group, LLC1.03MShares$62.2 Million0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$61.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY966KShares$58.1 Million0.0% of portfolio