A detailed history of Geneos Wealth Management Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 31 shares of EVR stock, worth $8,657. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31
Holding current value
$8,657
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$211.0 - $258.67 $6,541 - $8,018
31 New
31 $7,000
Q3 2022

Nov 14, 2022

BUY
$80.28 - $105.25 $4,816 - $6,315
60 New
60 $4,000
Q2 2021

Jul 08, 2021

SELL
$128.03 - $149.4 $3,712 - $4,332
-29 Closed
0 $0
Q1 2021

Jun 17, 2021

BUY
$106.57 - $142.41 $3,090 - $4,129
29 New
29 $4,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.9B
  • Description
  • Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...
More about EVR
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.