Geneos Wealth Management Inc. Ishares Msci Usa Size Factor E Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 62 shares of SIZE stock, worth $9,820. This represents 0.0% of its overall portfolio holdings.
Number of Shares
62
Previous 62
-0.0%
Holding current value
$9,820
Previous $9,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SIZE
# of Institutions
76Shares Held
1.83MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC475KShares$75.2 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$68 Million0.0% of portfolio
-
Envestnet Asset Management Inc180KShares$28.6 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH168KShares$26.5 Million26.26% of portfolio
-
Trinity Wealth Management, LLC115KShares$18.2 Million7.18% of portfolio