Geneos Wealth Management Inc. Ishares Tr Russell 200 Value E Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 256 shares of IWX stock, worth $22,837. This represents 0.0% of its overall portfolio holdings.
Number of Shares
256Holding current value
$22,837% of portfolio
0.0%Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
237Shares Held
45.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.1MShares$1.08 Billion2.62% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$724 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.24MShares$557 Million2.3% of portfolio
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First Citizens Bank & Trust CO5.91MShares$527 Million9.29% of portfolio
-
Ae Wealth Management LLC1.05MShares$93.5 Million0.68% of portfolio