Geneos Wealth Management Inc. Two Rds Shared Tr Affinity Wor Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
Shares
7 transactions
Others Institutions Holding WLDR
# of Institutions
15Shares Held
1.73MCall Options Held
0Put Options Held
0-
Sowell Financial Services LLC North Little Rock, AR961KShares$35.6 Million1.45% of portfolio
-
Silverhawk Asset Management, LLC549KShares$20.3 Million11.77% of portfolio
-
Geo Wealth Management, LLC Chicago, IL80.7KShares$2.99 Million0.12% of portfolio
-
Systelligence, LLC73.1KShares$2.71 Million0.61% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il31.9KShares$1.18 Million0.0% of portfolio