Geneos Wealth Management Inc. Guggenheim Active Allocation Fund Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,500 shares of GUG stock, worth $22,440. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$22,440
Previous $22,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding GUG
# of Institutions
50Shares Held
8.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.04MShares$30.5 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$14.2 Million0.11% of portfolio
-
Cohen & Steers, Inc. New York, NY944KShares$14.1 Million0.03% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI695KShares$10.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC600KShares$8.97 Million0.0% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs