Geneos Wealth Management Inc. Clearwater Analytics Holdings, Inc. Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 242 shares of CWAN stock, worth $6,935. This represents 0.0% of its overall portfolio holdings.
Number of Shares
242
Previous 209
15.79%
Holding current value
$6,935
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CWAN
# of Institutions
289Shares Held
201MCall Options Held
67KPut Options Held
118K-
Permira Holdings LTD St. Peter Port, Y718.5MShares$531 Million15.82% of portfolio
-
Vanguard Group Inc Valley Forge, PA18.4MShares$528 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT18.1MShares$520 Million2.27% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$324 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.3MShares$324 Million0.65% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.65B
- Description
- Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performa...