Geneos Wealth Management Inc. Adams Diversified Equity Fund, Inc. Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,298 shares of ADX stock, worth $69,950. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,298
Previous 2,269
45.35%
Holding current value
$69,950
Previous $48,000
37.5%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding ADX
# of Institutions
187Shares Held
26.9MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY6.42MShares$136 Million2.95% of portfolio
-
Lazard Asset Management LLC New York, NY2.85MShares$60.5 Million0.09% of portfolio
-
Morgan Stanley New York, NY1.84MShares$38.9 Million0.0% of portfolio
-
Cohen & Steers, Inc. New York, NY1.09MShares$23.2 Million0.04% of portfolio
-
Allspring Global Investments Holdings, LLC897KShares$19 Million0.03% of portfolio
About ADAMS DIVERSIFIED EQUITY FUND, INC.
- Ticker ADX
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 117,840,000
- Market Cap $2.5B
- Description
- Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quant...