Geneos Wealth Management Inc. Spdr Ser Tr Spdr Portfolio Tip Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 49,839 shares of SPIP stock, worth $1.32 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
49,839
Previous 55,135
9.61%
Holding current value
$1.32 Million
Previous $1.45 Million
10.73%
% of portfolio
0.03%
Previous 0.05%
Shares
24 transactions
Others Institutions Holding SPIP
# of Institutions
237Shares Held
27.6MCall Options Held
12.5KPut Options Held
0-
State Street Corp Boston, MA3.78MShares$99.9 Million0.0% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.21MShares$84.7 Million0.02% of portfolio
-
Cwm, LLC3.03MShares$79.9 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.4MShares$37.1 Million0.01% of portfolio
-
3 Edge Asset Management, LP1.28MShares$33.7 Million2.41% of portfolio