Geneos Wealth Management Inc. John Hancock Tax Advantaged Dividend Income Fund Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in John Hancock Tax Advantaged Dividend Income Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 11,700 shares of HTD stock, worth $290,628. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,700
Previous 5,850
100.0%
Holding current value
$290,628
Previous $139,000
96.4%
% of portfolio
0.01%
Previous 0.0%
Shares
30 transactions
Others Institutions Holding HTD
# of Institutions
106Shares Held
6.57MCall Options Held
0Put Options Held
0-
Ubs Group Ag718KShares$17.8 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA546KShares$13.6 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC477KShares$11.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY395KShares$9.82 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL363KShares$9.02 Million0.07% of portfolio
About JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND
- Ticker HTD
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- John Hancock Tax-Advantaged Dividend Income Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management and Analytic Investors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operatin...