Geneos Wealth Management Inc. Two Rds Shared Tr Affinity Wor Call Options Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding WLDR

# of Institutions

15

Shares Held

1.73M

Call Options Held

0

Put Options Held

0

Sowell Financial Services LLC North Little Rock, AR

961K
Shares

$35.6 Million
1.45% of portfolio
Silverhawk Asset Management, LLC

549K
Shares

$20.3 Million
11.77% of portfolio
Geo Wealth Management, LLC Chicago, IL

80.7K
Shares

$2.99 Million
0.12% of portfolio
Systelligence, LLC

73.1K
Shares

$2.71 Million
0.61% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

20.7K
Shares

$765,505
0.0% of portfolio

About TWO RDS SHARED TR AFFINITY WOR

Ticker WLDR
Sector ETFs
Industry ETFs

More about WLDR

Track This Portfolio

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.