Geneos Wealth Management Inc. Strategy Shs Newfound/Resolve Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Strategy Shs Newfound/Resolve stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,200 shares of ROMO stock, worth $37,584. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,200
Previous 1,200
-0.0%
Holding current value
$37,584
Previous $37,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ROMO
# of Institutions
19Shares Held
1.04MCall Options Held
0Put Options Held
0-
Wj Interests, LLC Sugar Land, TX458KShares$14.4 Million8.57% of portfolio
-
Cwm, LLC225KShares$7.05 Million0.03% of portfolio
-
Lifeworks Advisors, LLC Grand Rapids, MI83.7KShares$2.62 Million0.49% of portfolio
-
Oregon Pacific Wealth Management, LLC Medford, OR73.5KShares$2.3 Million2.28% of portfolio
-
Innova Wealth Partners57.5KShares$1.8 Million1.26% of portfolio