Geneos Wealth Management Inc. Engine No 1 ETF Tr Transform C Transaction History
Geneos Wealth Management Inc.
- $3.85 Billion
- Q4 2025
A detailed history of Geneos Wealth Management Inc. transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,304 shares of NETZ stock, worth $543,855. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,304
Previous 7,259
0.62%
Holding current value
$543,855
Previous $540,000
0.56%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding NETZ
# of Institutions
99Shares Held
10.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.24MShares$241 Million4.23% of portfolio
-
Jpmorgan Chase & CO New York, NY2.55MShares$190 Million0.01% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN2.35MShares$175 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC232KShares$17.3 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL227KShares$16.9 Million0.01% of portfolio