Geneos Wealth Management Inc. Vanguard Wellington Fd U S Mom Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,841 shares of VFMO stock, worth $1.09 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,841
Previous 11,500
40.51%
Holding current value
$1.09 Million
Previous $1.74 Million
40.94%
% of portfolio
0.05%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding VFMO
# of Institutions
100Shares Held
2.16MCall Options Held
3.1KPut Options Held
0-
Ritholtz Wealth Management420KShares$67.2 Million2.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$44.9 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$33.2 Million1.63% of portfolio
-
Anderson Hoagland & CO139KShares$22.2 Million2.26% of portfolio
-
Cabot Wealth Management Inc116KShares$18.6 Million2.29% of portfolio