Geneos Wealth Management Inc. Vanguard Wellington Fd Us Mult Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 10,387 shares of VFMF stock, worth $1.42 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,387
Previous 16,001
35.09%
Holding current value
$1.42 Million
Previous $2.09 Million
35.0%
% of portfolio
0.05%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding VFMF
# of Institutions
69Shares Held
1.1MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO305KShares$41.7 Million4.28% of portfolio
-
Envestnet Asset Management Inc211KShares$28.8 Million0.01% of portfolio
-
Opus Capital Group, LLC107KShares$14.6 Million1.74% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX76.7KShares$10.5 Million1.39% of portfolio
-
Raymond James & Associates St Petersburg, FL60.5KShares$8.26 Million0.0% of portfolio