Geneos Wealth Management Inc. Starboard Invt Tr Transaction History
Geneos Wealth Management Inc.
- $3.85 Billion
- Q4 2025
Shares
2 transactions
Others Institutions Holding AGOX
# of Institutions
60Shares Held
9.17MCall Options Held
0Put Options Held
0-
Berman Mc Aleer LLC Timonium, MD2.17MShares$65 Million9.34% of portfolio
-
Kestra Private Wealth Services, LLC1MShares$29.9 Million0.4% of portfolio
-
Octavia Wealth Advisors, LLC890KShares$26.6 Million2.63% of portfolio
-
Royal Bank Of Canada Toronto, A6511KShares$15.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc445KShares$13.3 Million0.0% of portfolio