Geneos Wealth Management Inc. Vanguard Russell 3000 ETF Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,966 shares of VTHR stock, worth $875,770. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,966
Previous 1,894
56.6%
Holding current value
$875,770
Previous $467,000
73.02%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VTHR
# of Institutions
225Shares Held
4.77MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN525KShares$155 Million0.04% of portfolio
-
Lincoln National Corp466KShares$138 Million3.87% of portfolio
-
Tompkins Financial Corp277KShares$81.7 Million6.97% of portfolio
-
Cliffwater LLC Marina Del Rey, CA236KShares$69.7 Million16.75% of portfolio
-
Morgan Stanley New York, NY225KShares$66.4 Million0.0% of portfolio