Geneos Wealth Management Inc. Moelis & CO Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Moelis & CO stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 11,302 shares of MC stock, worth $765,032. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,302
Previous 82
13682.93%
Holding current value
$765,032
Previous $4,000
17500.0%
% of portfolio
0.02%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding MC
# of Institutions
418Shares Held
77.4MCall Options Held
91.9KPut Options Held
8.7K-
Vanguard Group Inc Valley Forge, PA8.85MShares$599 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$552 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA6.77MShares$458 Million1.06% of portfolio
-
London CO Of Virginia Richmond, VA3.42MShares$231 Million1.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.08MShares$208 Million0.03% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $4.13B
- Description
- Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies,...