Geneos Wealth Management Inc. Vanguard Growth ETF Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 50,831 shares of VUG stock, worth $23.9 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
50,831
Previous 40,229
26.35%
Holding current value
$23.9 Million
Previous $14.9 Million
49.39%
% of portfolio
0.57%
Previous 0.52%
Shares
39 transactions
Others Institutions Holding VUG
# of Institutions
2,780Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.2 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.5 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$6.85 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.32 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.82 Billion1.09% of portfolio