Geneos Wealth Management Inc. Managed Portfolio Ser Tortoise Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 25,262 shares of TPYP stock, worth $889,475. This represents 0.03% of its overall portfolio holdings.
Number of Shares
25,262
Previous 27,706
8.82%
Holding current value
$889,475
Previous $1.01 Million
8.84%
% of portfolio
0.03%
Previous 0.03%
Shares
34 transactions
Others Institutions Holding TPYP
# of Institutions
77Shares Held
11.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.99MShares$105 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$71.6 Million3.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$47.9 Million0.0% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.26MShares$44.4 Million2.9% of portfolio
-
Wells Fargo & Company San Francisco, CA394KShares$13.9 Million0.0% of portfolio