Geneos Wealth Management Inc. Invesco Exc Self Ind Tr Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 209,570 shares of BSCU stock, worth $3.54 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
209,570
Previous 270,943
22.65%
Holding current value
$3.54 Million
Previous $4.55 Million
22.11%
% of portfolio
0.09%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding BSCU
# of Institutions
250Shares Held
90.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.93MShares$134 Million1.19% of portfolio
-
Morgan Stanley New York, NY5.95MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA4.77MShares$80.6 Million0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.62MShares$78.1 Million0.03% of portfolio
-
Tru Wealth Advisors, LLC4.43MShares$74.9 Million4.16% of portfolio