Geneos Wealth Management Inc. Vertex, Inc. Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 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 127 shares of VERX stock, worth $3,260. This represents 0.0% of its overall portfolio holdings.
Number of Shares
127
Previous 254
50.0%
Holding current value
$3,260
Previous $8,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VERX
# of Institutions
292Shares Held
77.6MCall Options Held
2.96MPut Options Held
669K-
Vanguard Group Inc Valley Forge, PA6.87MShares$176 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$120 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.66MShares$94 Million16.35% of portfolio
-
Conestoga Capital Advisors, LLC3.4MShares$87.2 Million1.79% of portfolio
-
Neuberger Berman Group LLC New York, NY3.26MShares$83.6 Million0.1% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.24B
- 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...