Geneos Wealth Management Inc. Pacer Fds Tr Cash Cows Fd Fds Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Cash Cows Fd Fds stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,461 shares of HERD stock, worth $187,674. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,461
Previous 4,252
4.92%
Holding current value
$187,674
Previous $159,000
11.32%
% of portfolio
0.0%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding HERD
# of Institutions
41Shares Held
1.54MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL385KShares$16.2 Million0.03% of portfolio
-
Envestnet Asset Management Inc218KShares$9.18 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC204KShares$8.56 Million0.0% of portfolio
-
Advisory Resource Group156KShares$6.58 Million1.49% of portfolio
-
Rockefeller Capital Management L.P. New York, NY76.1KShares$3.2 Million0.01% of portfolio