Geneos Wealth Management Inc. Strategy Shs Newfound/Resolve Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Strategy Shs Newfound/Resolve stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,200 shares of ROMO stock, worth $38,928. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,200
Previous 2,400
50.0%
Holding current value
$38,928
Previous $73,000
50.68%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding ROMO
# of Institutions
14Shares Held
665KCall Options Held
0Put Options Held
0-
Wj Interests, LLC Sugar Land, TX441KShares$14.3 Million7.86% of portfolio
-
Innova Wealth Partners56.8KShares$1.84 Million1.19% of portfolio
-
Lifeworks Advisors, LLC Grand Rapids, MI51.7KShares$1.68 Million0.26% of portfolio
-
Financial Enhancement Group LLC Anderson, IN50.1KShares$1.63 Million0.26% of portfolio
-
Gts Securities LLC New York, NY36.7KShares$1.19 Million0.05% of portfolio