Geneos Wealth Management Inc. Vertex, Inc. Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 153 shares of VERX stock, worth $8,664. This represents 0.0% of its overall portfolio holdings.
Number of Shares
153
Previous 109
40.37%
Holding current value
$8,664
Previous $4,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VERX
# of Institutions
232Shares Held
67.3MCall Options Held
2.94MPut Options Held
26K-
Vanguard Group Inc Valley Forge, PA6.72MShares$381 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$264 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$230 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$197 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$144 Million0.49% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $2.74B
- Description
- Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...