Geneos Wealth Management Inc. Spdr Doubleline Short Duration Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Spdr Doubleline Short Duration stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 400 shares of STOT stock, worth $18,976. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400
Previous 85
370.59%
Holding current value
$18,976
Previous $4,000
350.0%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding STOT
# of Institutions
71Shares Held
3.35MCall Options Held
0Put Options Held
0-
Spinnaker Investment Group, LLC565KShares$26.8 Million5.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC499KShares$23.7 Million0.01% of portfolio
-
Foundations Investment Advisors, LLC391KShares$18.6 Million0.32% of portfolio
-
Journey Advisory Group, LLC192KShares$9.09 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC164KShares$7.77 Million0.0% of portfolio