Geneos Wealth Management Inc. Northern Lts Fd Tr Iv Main The Call Options Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TMAT

# of Institutions

34

Shares Held

9.77M

Call Options Held

0

Put Options Held

0

Main Management LLC San Francisco, CA

2.92M
Shares

$82.5 Million
4.54% of portfolio
Orion Portfolio Solutions, LLC

2.48M
Shares

$70.2 Million
0.47% of portfolio
Brinker Capital Investments, LLC

2.47M
Shares

$69.9 Million
0.55% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

957K
Shares

$27.1 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

306K
Shares

$8.65 Million
0.0% of portfolio

About NORTHERN LTS FD TR IV MAIN THE

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