Geneos Wealth Management Inc. Moelis & CO Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 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 82 shares of MC stock, worth $5,248. This represents 0.0% of its overall portfolio holdings.
Number of Shares
82
Previous 164
50.0%
Holding current value
$5,248
Previous $9,000
55.56%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding MC
# of Institutions
417Shares Held
75.1MCall Options Held
83.7KPut Options Held
12.8K-
Vanguard Group Inc Valley Forge, PA8.31MShares$532 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$522 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA6.92MShares$443 Million1.03% of portfolio
-
London CO Of Virginia Richmond, VA3.54MShares$227 Million1.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.94MShares$188 Million0.03% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $3.9B
- 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,...