A detailed history of Geneos Wealth Management Inc. transactions in Step Stone Group Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 150 shares of STEP stock, worth $9,532. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Holding current value
$9,532
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$57.28 - $69.32 $8,592 - $10,397
150 New
150 $8,000

Others Institutions Holding STEP

About StepStone Group Inc.


  • Ticker STEP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 62,061,400
  • Market Cap $3.94B
  • Description
  • StepStone Group Inc. is an investment firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capi...
More about STEP
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.