Geneos Wealth Management Inc. Ofs Credit Company, Inc. Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Ofs Credit Company, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,110 shares of OCCI stock, worth $5,694. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,110Holding current value
$5,694% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding OCCI
# of Institutions
33Shares Held
1.22MCall Options Held
0Put Options Held
0-
Virtus Investment Advisers, Inc. Hartford, CT350KShares$1.8 Million0.76% of portfolio
-
Morgan Stanley New York, NY329KShares$1.69 Million0.0% of portfolio
-
Graypoint LLC137KShares$702,9580.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC88.6KShares$454,6510.0% of portfolio
-
Wealth Enhancement & Preservation Of Ga, LLC Alpharetta, GA60.8KShares$311,9240.49% of portfolio
About OFS Credit Company, Inc.
- Ticker OCCI
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management