Geneos Wealth Management Inc. Clearwater Analytics Holdings, Inc. Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 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 209 shares of CWAN stock, worth $5,960. This represents 0.0% of its overall portfolio holdings.
Number of Shares
209Holding current value
$5,960% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CWAN
# of Institutions
273Shares Held
198MCall Options Held
67KPut Options Held
118K-
Permira Holdings LTD St. Peter Port, Y718.5MShares$528 Million15.82% of portfolio
-
Vanguard Group Inc Valley Forge, PA18.4MShares$525 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT18.1MShares$517 Million2.27% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$323 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.3MShares$322 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 $1.64B
- 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...