Geneos Wealth Management Inc. Ishares Ibonds Dec 2025 Term C Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,473 shares of IBDQ stock, worth $112,451. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,473
Previous 2,868
55.96%
Holding current value
$112,451
Previous $72,000
55.56%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding IBDQ
# of Institutions
434Shares Held
94.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.7 Million1.48% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio