Geneos Wealth Management Inc. Proshares Ultra Russell 2000 Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Proshares Ultra Russell 2000 stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 845 shares of UWM stock, worth $39,968. This represents 0.0% of its overall portfolio holdings.
Number of Shares
845
Previous 870
2.87%
Holding current value
$39,968
Previous $32,000
21.88%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding UWM
# of Institutions
66Shares Held
4.22MCall Options Held
91.2KPut Options Held
8.2K-
Envestnet Asset Management Inc2.74MShares$130 Million0.03% of portfolio
-
Personal Cfo Solutions, LLC339KShares$16.1 Million2.35% of portfolio
-
Atria Investments LLC Charlotte, NC120KShares$5.67 Million0.06% of portfolio
-
Client First Investment Management LLC West Bend, WI109KShares$5.14 Million2.57% of portfolio
-
Kestra Advisory Services, LLC74.4KShares$3.52 Million0.01% of portfolio