Geneos Wealth Management Inc. Spdr S&P 600 Small Cap Value E Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 110,056 shares of SLYV stock, worth $9.34 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
110,056
Previous 87,797
25.35%
Holding current value
$9.34 Million
Previous $6.88 Million
27.53%
% of portfolio
0.22%
Previous 0.24%
Shares
35 transactions
Others Institutions Holding SLYV
# of Institutions
615Shares Held
33.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$451 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$185 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$117 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$80.9 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.879KShares$74.6 Million4.28% of portfolio