Geneos Wealth Management Inc. Vertex, Inc. Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 153 shares of VERX stock, worth $8,799. This represents 0.0% of its overall portfolio holdings.
Number of Shares
153
Previous 109
40.37%
Holding current value
$8,799
Previous $4,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VERX
# of Institutions
235Shares Held
67.3MCall Options Held
2.94MPut Options Held
24K-
Vanguard Group Inc Valley Forge, PA6.72MShares$387 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$268 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$233 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$200 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$146 Million0.49% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $2.79B
- 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...