Geneos Wealth Management Inc. Evercore Inc. Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 38 shares of EVR stock, worth $12,156. This represents 0.0% of its overall portfolio holdings.
Number of Shares
38
Previous 53
28.3%
Holding current value
$12,156
Previous $10,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding EVR
# of Institutions
632Shares Held
35.4MCall Options Held
337KPut Options Held
116K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.23 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.12 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.72MShares$550 Million0.56% of portfolio
-
Invesco Ltd. Atlanta, GA1.41MShares$450 Million0.07% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.25MShares$399 Million0.18% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $12.5B
- Description
- Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...