Geneos Wealth Management Inc. Vertex, Inc. Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 99 shares of VERX stock, worth $2,480. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99
Previous 127
22.05%
Holding current value
$2,480
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VERX
# of Institutions
287Shares Held
81.7MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$193 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$117 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$91.3 Million15.54% of portfolio
-
Conestoga Capital Advisors, LLC3.4MShares$85.2 Million1.79% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$79.4 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.21B
- Description
- Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...