Geneos Wealth Management Inc. Vanguard Bd Index Fd Inc Short Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 35,326 shares of BSV stock, worth $2.78 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
35,326
Previous 28,262
24.99%
Holding current value
$2.78 Million
Previous $2.22 Million
25.31%
% of portfolio
0.07%
Previous 0.06%
Shares
40 transactions
Others Institutions Holding BSV
# of Institutions
1,394Shares Held
411MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio