Geneos Wealth Management Inc. First Tr Nasdaq Clean Edge Sma Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 438 shares of GRID stock, worth $53,838. This represents 0.0% of its overall portfolio holdings.
Number of Shares
438
Previous 200
119.0%
Holding current value
$53,838
Previous $25,000
108.0%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding GRID
# of Institutions
301Shares Held
10MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$162 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$103 Million0.01% of portfolio
-
Assetmark, Inc763KShares$93.7 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$82.8 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$48.3 Million0.01% of portfolio