Geneos Wealth Management Inc. Vanguard Wellington Fd U S Mom Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 208 shares of VFMO stock, worth $39,474. This represents 0.0% of its overall portfolio holdings.

Number of Shares
208
Previous 2,277 90.87%
Holding current value
$39,474
Previous $345,000 89.86%
% of portfolio
0.0%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$134.25 - $172.52 $277,763 - $356,943
-2,069 Reduced 90.87%
208 $35,000
Q1 2025

May 21, 2025
SELL
$147.38 - $176.39 $381,861 - $457,026
-2,591 Reduced 53.23%
2,277 $345,000
Q1 2025

May 07, 2025
BUY
$147.38 - $176.39 $74,574 - $89,253
506 Added 11.6%
4,868 $738,000
Q4 2024

Jan 21, 2025
SELL
$159.11 - $178.39 $377,886 - $423,676
-2,375 Reduced 35.25%
4,362 $716,000
Q3 2024

Nov 14, 2024
SELL
$141.31 - $161.48 $14,696 - $16,793
-104 Reduced 1.52%
6,737 $1.08 Million
Q2 2024

Jul 23, 2024
SELL
$138.89 - $152.14 $647,088 - $708,820
-4,659 Reduced 40.51%
6,841 $1.03 Million
Q1 2024

May 03, 2024
SELL
$126.46 - $151.44 $167,685 - $200,809
-1,326 Reduced 10.34%
11,500 $1.74 Million
Q4 2023

Jan 26, 2024
SELL
$105.72 - $133.01 $140,607 - $176,903
-1,330 Reduced 9.4%
12,826 $1.68 Million
Q3 2023

Oct 11, 2023
SELL
$111.55 - $125.68 $74,403 - $83,828
-667 Reduced 4.5%
14,156 $1.61 Million
Q2 2023

Aug 08, 2023
BUY
$109.06 - $121.25 $25,956 - $28,857
238 Added 1.63%
14,823 $1.8 Million
Q1 2023

Apr 25, 2023
BUY
$107.11 - $119.52 $1.56 Million - $1.74 Million
14,585 New
14,585 $1.64 Million
Q1 2022

May 16, 2022
SELL
$115.65 - $134.15 $1.67 Million - $1.94 Million
-14,435 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$126.53 - $142.48 $40,110 - $45,166
317 Added 2.25%
14,435 $1.92 Million
Q3 2021

Nov 09, 2021
BUY
$122.04 - $134.35 $1.72 Million - $1.9 Million
14,118 New
14,118 $1.84 Million

Others Institutions Holding VFMO

# of Institutions
153
Shares Held
3.38M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S MOM

VFMO Quotes by TradingView
  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email