Geneos Wealth Management Inc. First Tr Nasdaq Clean Edge Sma Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 200 shares of GRID stock, worth $23,670. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 500
60.0%
Holding current value
$23,670
Previous $57,000
59.65%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding GRID
# of Institutions
243Shares Held
6.88MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$98.2 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$76.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$58 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$49.7 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ291KShares$34.4 Million4.15% of portfolio