Geneos Wealth Management Inc. Vanguard Small Cap Value ETF Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 15,206 shares of VBR stock, worth $2.87 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,206
Previous 15,006
1.33%
Holding current value
$2.87 Million
Previous $3.01 Million
0.03%
% of portfolio
0.11%
Previous 0.12%
Shares
36 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.48 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$755 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$728 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$670 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$453 Million0.45% of portfolio