Geneos Wealth Management Inc. Innovator U.S. Small Cap Power Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,500 shares of KAPR stock, worth $51,285. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$51,285
Previous $48,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding KAPR
# of Institutions
109Shares Held
3.51MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL557KShares$19 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC266KShares$9.09 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ178KShares$6.08 Million0.01% of portfolio
-
Tradition Wealth Management, LLC138KShares$4.71 Million0.39% of portfolio
-
O Donnell Financial Services, LLC134KShares$4.59 Million1.86% of portfolio