Geneos Wealth Management Inc. Two Rds Shared Tr Regents Pk H Call Options Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding RPHS
# of Institutions
23Shares Held
5.08MCall Options Held
0Put Options Held
0- 
    
      Foundations Investment Advisors, LLC3.81MShares$42.1 Million0.67% of portfolio
 - 
    
      Susquehanna International Group, LLP Bala Cynwyd, PA229KShares$2.52 Million0.0% of portfolio
 - 
    
      Geo Wealth Management, LLC Chicago, IL225KShares$2.48 Million0.1% of portfolio
 - 
    
      Anfield Capital Management, LLC Newport Beach, CA141KShares$1.56 Million0.52% of portfolio
 - 
    
      Independent Advisor Alliance70.2KShares$773,7980.02% of portfolio