Geneos Wealth Management Inc. Invesco Bulletshares 2027 Muni Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,100 shares of BSMR stock, worth $73,377. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,100Holding current value
$73,377% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
130Shares Held
8.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY547KShares$12.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA492KShares$11.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC414KShares$9.79 Million0.0% of portfolio
-
Atlantic Union Bankshares Corp337KShares$7.98 Million0.16% of portfolio
-
Invesco Ltd. Atlanta, GA334KShares$7.91 Million0.0% of portfolio