Geneos Wealth Management Inc. Vaneck ETF Tr Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Vaneck ETF Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 161,928 shares of CLOI stock, worth $8.57 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
161,928
Previous 153,503
5.49%
Holding current value
$8.57 Million
Previous $8.13 Million
5.8%
% of portfolio
0.23%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding CLOI
# of Institutions
168Shares Held
15.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.61MShares$85.1 Million0.03% of portfolio
-
Independence Asset Advisors, LLC Wynnewood,, PA1.57MShares$83.2 Million35.43% of portfolio
-
Capital Investment Advisors, LLC1.56MShares$82.8 Million1.31% of portfolio
-
Syon Capital LLC San Francisco, CA669KShares$35.4 Million1.91% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.3 Million0.37% of portfolio