Geneos Wealth Management Inc. Boulder Growth & Income Fund Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 532 shares of STEW stock, worth $8,629. This represents 0.0% of its overall portfolio holdings.
Number of Shares
532Holding current value
$8,629% of portfolio
0.0%Shares
8 transactions
Others Institutions Holding STEW
# of Institutions
118Shares Held
14.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.73MShares$44.2 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.22MShares$19.8 Million9.75% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.2MShares$19.4 Million0.09% of portfolio
-
Allspring Global Investments Holdings, LLC814KShares$13.2 Million0.02% of portfolio
-
1607 Capital Partners, LLC Richmond, VA788KShares$12.8 Million1.14% of portfolio
About BOULDER GROWTH & INCOME FUND
- Ticker STEW
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operati...