Geneos Wealth Management Inc. Northern Lts Fd Tr Iii Hcm Def Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,300 shares of QQH stock, worth $99,281. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,300
Previous 650
100.0%
Holding current value
$99,281
Previous $38,000
128.95%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding QQH
# of Institutions
46Shares Held
10.6MCall Options Held
100Put Options Held
0-
Howard Capital Management Inc.6.31MShares$482 Million5.45% of portfolio
-
Envestnet Asset Management Inc614KShares$46.9 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.561KShares$42.8 Million0.12% of portfolio
-
Brinker Capital Investments, LLC549KShares$42 Million0.35% of portfolio
-
Cetera Investment Advisers Schaumburg, IL509KShares$38.9 Million0.06% of portfolio