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

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 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 2,277 shares of VFMO stock, worth $374,407. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,277
Previous 4,868 53.23%
Holding current value
$374,407
Previous $738,000 53.25%
% of portfolio
0.01%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
148
Shares Held
3.19M
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
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