Geneos Wealth Management Inc. Vanguard Wellington Fd Transaction History

Geneos Wealth Management Inc.

  • $3.65 Billion
  • Q1 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 163 shares of VFMV stock, worth $20,195. This represents 0.0% of its overall portfolio holdings.

Number of Shares
163
Holding current value
$20,195
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
63
Shares Held
1.19M
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
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