Geneos Wealth Management Inc. Simplify Exchange Traded Fds E Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding HIGH
# of Institutions
57Shares Held
4.92MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC828KShares$00.0% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE556KShares$00.0% of portfolio
-
Beacon Capital Management, LLC543KShares$00.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA463KShares$00.21% of portfolio
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Lpl Financial LLC Fort Mill, SC253KShares$00.0% of portfolio