Geneos Wealth Management Inc. Vanguard Utilities ETF Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,043 shares of VPU stock, worth $527,473. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,043
Previous 2,969
2.49%
Holding current value
$527,473
Previous $423,000
6.38%
% of portfolio
0.02%
Previous 0.02%
Shares
28 transactions
Others Institutions Holding VPU
# of Institutions
548Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Beacon Capital Management, Inc.1.1MShares$191 Million7.25% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$183 Million0.15% of portfolio
-
Morgan Stanley New York, NY982KShares$170 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$122 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$108 Million0.01% of portfolio