Geneos Wealth Management Inc. Strategy Shs Newfound/Resolve Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 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 $36,600. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,200
Previous 1,200
-0.0%
Holding current value
$36,600
Previous $31,000
9.68%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ROMO
# of Institutions
12Shares Held
773KCall Options Held
0Put Options Held
0-
Wj Interests, LLC Sugar Land, TX449KShares$13.7 Million8.32% of portfolio
-
Cwm, LLC174KShares$5.3 Million0.02% of portfolio
-
Financial Enhancement Group LLC Anderson, IN66.4KShares$2.03 Million0.35% of portfolio
-
Innova Wealth Partners42.2KShares$1.29 Million0.97% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA13.7KShares$418,0940.07% of portfolio