Geneos Wealth Management Inc. Dj Brookfield Global Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Dj Brookfield Global stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 250 shares of TOLZ stock, worth $13,475. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$13,475
Previous $13,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding TOLZ
# of Institutions
65Shares Held
2.18MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC424KShares$22.9 Million2.83% of portfolio
-
Morgan Stanley New York, NY404KShares$21.8 Million0.0% of portfolio
-
Gradient Investments LLC312KShares$16.8 Million0.36% of portfolio
-
Aaron Wealth Advisors LLC189KShares$10.2 Million0.62% of portfolio
-
Jane Street Group, LLC New York, NY96.4KShares$5.2 Million0.0% of portfolio