Geneos Wealth Management Inc. Duckhorn Portfolio, Inc. Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding NAPA
# of Institutions
157Shares Held
112MCall Options Held
101KPut Options Held
52.5K-
Tsg Consumer Partners LP Larkspur, CA61.8MShares$414 Million36.33% of portfolio
-
Select Equity Group, L.P. New York, NY8.25MShares$55.3 Million0.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.27MShares$35.3 Million0.0% of portfolio
-
Black Rock Inc. New York, NY3.98MShares$26.7 Million0.0% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.73MShares$25 Million0.01% of portfolio
About Duckhorn Portfolio, Inc.
- Ticker NAPA
- Exchange NYSE
- Sector Consumer Defensive
- Industry Beverages—Wineries & Distilleries
- Shares Outstandng 115,184,000
- Market Cap $772M
- Description
- The Duckhorn Portfolio, Inc. produces and sells wines in North America. It offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing, and Postmark. The company sells wines to distributors, and directly to retail accounts and consumers. The company wa...