Geneos Wealth Management Inc. Strategy Shs Newfound/Resolve Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 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 $38,700. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,200
Previous 1,200
-0.0%
Holding current value
$38,700
Previous $35,000
5.71%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ROMO
# of Institutions
15Shares Held
938KCall Options Held
0Put Options Held
0-
Wj Interests, LLC Sugar Land, TX468KShares$15.1 Million7.97% of portfolio
-
Cwm, LLC222KShares$7.16 Million0.03% of portfolio
-
Lifeworks Advisors, LLC Grand Rapids, MI94KShares$3.03 Million0.6% of portfolio
-
Financial Enhancement Group LLC Anderson, IN64.1KShares$2.07 Million0.35% of portfolio
-
Gts Securities LLC New York, NY46.8KShares$1.51 Million0.0% of portfolio