Geneos Wealth Management Inc. Northern Lts Fd Tr Iii Hcm Def Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,300 shares of QQH stock, worth $100,229. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,300
Previous 1,300
-0.0%
Holding current value
$100,229
Previous $87,000
13.79%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding QQH
# of Institutions
51Shares Held
10.6MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.2MShares$478 Million5.42% of portfolio
-
Envestnet Asset Management Inc666KShares$51.3 Million0.02% of portfolio
-
Brinker Capital Investments, LLC576KShares$44.4 Million0.39% of portfolio
-
Cetera Investment Advisers Schaumburg, IL545KShares$42 Million0.05% of portfolio
-
Orion Portfolio Solutions, LLC490KShares$37.8 Million0.31% of portfolio