Geneos Wealth Management Inc. Cohen & Steers Real Estate Opportunities & Income Fund Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Cohen & Steers Real Estate Opportunities & Income Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 522 shares of RLTY stock, worth $7,918. This represents 0.0% of its overall portfolio holdings.
Number of Shares
522
Previous 362
44.2%
Holding current value
$7,918
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RLTY
# of Institutions
40Shares Held
4.15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.41MShares$21.3 Million0.0% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ741KShares$11.2 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC319KShares$4.84 Million0.0% of portfolio
-
Advisor Partners Ii, LLC Walnut Creek, CA267KShares$4.04 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA214KShares$3.25 Million0.0% of portfolio
About Cohen & Steers Real Estate Opportunities & Income Fund
- Ticker RLTY
- Exchange NYSE
- Sector ETFs
- Industry ETFs