Geneos Wealth Management Inc. Two Rds Shared Tr Anfield Dyna Transaction History
Geneos Wealth Management Inc.
- $3.85 Billion
- Q4 2025
Shares
6 transactions
Others Institutions Holding ADFI
# of Institutions
19Shares Held
5.94MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.88MShares$41.8 Million0.67% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA221KShares$1.89 Million0.61% of portfolio
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Tcfg Wealth Management, LLC Laguna Niguel, CA192KShares$1.65 Million0.01% of portfolio
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J.M. Arbour, LLC Gardiner, ME170KShares$1.46 Million1.45% of portfolio
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Geo Wealth Management, LLC Chicago, IL170KShares$1.45 Million0.06% of portfolio