Geneos Wealth Management Inc. Pacer Fds Tr Cash Cows Fd Fds Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Cash Cows Fd Fds stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,938 shares of HERD stock, worth $206,951. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,938
Previous 4,461
10.69%
Holding current value
$206,951
Previous $177,000
18.08%
% of portfolio
0.01%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding HERD
# of Institutions
41Shares Held
1.47MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL385KShares$16.2 Million0.03% of portfolio
-
Envestnet Asset Management Inc218KShares$9.14 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC204KShares$8.53 Million0.0% of portfolio
-
Advisory Resource Group138KShares$5.8 Million1.35% of portfolio
-
Rockefeller Capital Management L.P. New York, NY76.1KShares$3.19 Million0.01% of portfolio