Geneos Wealth Management Inc. Ishares Global Materials ETF Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Global Materials ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 60 shares of MXI stock, worth $5,566. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60
Previous 60
-0.0%
Holding current value
$5,566
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding MXI
# of Institutions
100Shares Held
1.12MCall Options Held
0Put Options Held
0-
Pathway Financial Advisors LLC180KShares$16.7 Million2.45% of portfolio
-
Morgan Stanley New York, NY143KShares$13.3 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL105KShares$9.73 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC73.4KShares$6.81 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA63.4KShares$5.88 Million0.0% of portfolio