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 $52,827. This represents 0.0% of its overall portfolio holdings.
Number of Shares
438
Previous 200
119.0%
Holding current value
$52,827
Previous $25,000
108.0%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding GRID
# of Institutions
291Shares Held
9.26MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$99.3 Million0.01% of portfolio
-
Assetmark, Inc763KShares$92 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$62.2 Million0.03% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ328KShares$39.5 Million4.5% of portfolio