Geneos Wealth Management Inc. Invesco Indx Tr Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Invesco Indx Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 19,970 shares of BSJR stock, worth $451,521. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,970
Previous 19,635
1.71%
Holding current value
$451,521
Previous $445,000
2.02%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding BSJR
# of Institutions
149Shares Held
18.2MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP2.12MShares$48 Million6.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.45MShares$32.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.07MShares$24.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.01MShares$22.8 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL796KShares$18 Million0.02% of portfolio