Geneos Wealth Management Inc. Vanguard Wellington Fd Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 164 shares of VFMV stock, worth $21,316. This represents 0.0% of its overall portfolio holdings.

Number of Shares
164
Previous 163 0.61%
Holding current value
$21,316
Previous $20,000 5.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$126.35 - $131.95 $126 - $131
1 Added 0.61%
164 $21,000
Q1 2025

May 07, 2025
BUY
$119.38 - $128.27 $19,458 - $20,908
163 New
163 $20,000
Q2 2021

Jul 08, 2021
SELL
$94.34 - $98.49 $60,377 - $63,033
-640 Closed
0 $0
Q1 2021

Jun 17, 2021
BUY
$88.45 - $94.19 $56,608 - $60,281
640 New
640 $61,000

Others Institutions Holding VFMV

# of Institutions
76
Shares Held
1.21M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD

VFMV Quotes by TradingView
  • Ticker VFMV
  • Sector ETFs
  • Industry ETFs
More about VFMV
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