Geneos Wealth Management Inc. Amplify ETF Tr Trnsformational Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,997 shares of BLOK stock, worth $179,190. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,997
Previous 2,816
6.43%
Holding current value
$179,190
Previous $160,000
25.0%
% of portfolio
0.01%
Previous 0.0%
Shares
20 transactions
Others Institutions Holding BLOK
# of Institutions
287Shares Held
8.14MCall Options Held
85.8KPut Options Held
31.5K-
Morgan Stanley New York, NY1.37MShares$81.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC975KShares$58.3 Million0.02% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL585KShares$35 Million0.67% of portfolio
-
Wells Fargo & Company San Francisco, CA477KShares$28.5 Million0.01% of portfolio
-
Gradient Investments LLC427KShares$25.5 Million0.61% of portfolio