Geneos Wealth Management Inc. Vanguard Wellington Fd U S Mom Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
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 11,500 shares of VFMO stock, worth $1.73 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,500
Previous 12,826
10.34%
Holding current value
$1.73 Million
Previous $1.68 Million
3.33%
% of portfolio
0.08%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding VFMO
# of Institutions
86Shares Held
2.03MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management421KShares$63.3 Million2.22% of portfolio
-
Strategic Financial Services, Inc, Utica, NY277KShares$41.6 Million2.71% of portfolio
-
Davidson Investment Advisors203KShares$30.5 Million1.6% of portfolio
-
Anderson Hoagland & CO139KShares$20.8 Million2.34% of portfolio
-
Cabot Wealth Management Inc127KShares$19.1 Million2.53% of portfolio