Geneos Wealth Management Inc. Vanguard Bd Index Fd Inc Long Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 10,832 shares of BLV stock, worth $771,996. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,832
Previous 10,209
6.1%
Holding current value
$771,996
Previous $738,000
3.12%
% of portfolio
0.03%
Previous 0.03%
Shares
29 transactions
Others Institutions Holding BLV
# of Institutions
386Shares Held
41.9MCall Options Held
28.5KPut Options Held
119K-
Envestnet Asset Management Inc9.12MShares$650 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.89MShares$278 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.37MShares$169 Million0.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.28MShares$163 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$152 Million5.15% of portfolio