Geneos Wealth Management Inc. Ishares Core U.S. Aggregate Bo Transaction History
Geneos Wealth Management Inc.
- $3.85 Billion
- Q4 2025
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 112,635 shares of AGG stock, worth $11.3 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
112,635
Previous 110,227
2.18%
Holding current value
$11.3 Million
Previous $11.1 Million
1.93%
% of portfolio
0.29%
Previous 0.29%
Shares
41 transactions
Others Institutions Holding AGG
# of Institutions
2,273Shares Held
1.29BCall Options Held
179KPut Options Held
24.4K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
-
Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio