Geneos Wealth Management Inc. Ishares Tr Convertible Bond Et Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 70 shares of ICVT stock, worth $7,158. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$7,158
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding ICVT
# of Institutions
372Shares Held
17.1MCall Options Held
3.6KPut Options Held
2.9K-
Bank Of America Corp Charlotte, NC2.56MShares$262 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.25MShares$128 Million0.02% of portfolio
-
Envestnet Asset Management Inc933KShares$95.4 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC718KShares$73.5 Million0.02% of portfolio
-
Amg National Trust Bank488KShares$49.9 Million1.16% of portfolio