Geneos Wealth Management Inc. Wisdomtree Tr Intl Largecap Di Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,275 shares of DOL stock, worth $442,902. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,275
Previous 4,001
81.83%
Holding current value
$442,902
Previous $220,000
96.82%
% of portfolio
0.01%
Previous 0.01%
Shares
27 transactions
Others Institutions Holding DOL
# of Institutions
105Shares Held
8.75MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.67MShares$163 Million0.14% of portfolio
-
Morgan Stanley New York, NY872KShares$53.1 Million0.0% of portfolio
-
Huntington National Bank Columbus, OH811KShares$49.4 Million0.33% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$22.1 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY360KShares$21.9 Million0.0% of portfolio