Geneos Wealth Management Inc. Spdr Portfolio Aggregate Bond Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 212,680 shares of SPAB stock, worth $5.49 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
212,680
Previous 207,731
2.38%
Holding current value
$5.49 Million
Previous $5.32 Million
3.39%
% of portfolio
0.15%
Previous 0.14%
Shares
36 transactions
Others Institutions Holding SPAB
# of Institutions
546Shares Held
280MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio