Geneos Wealth Management Inc. Vanguard Specialized Funds Van Transaction History
Geneos Wealth Management Inc.
- $3.85 Billion
- Q4 2025
A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 38,120 shares of VNQ stock, worth $3.42 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
38,120
Previous 42,849
11.04%
Holding current value
$3.42 Million
Previous $3.92 Million
12.82%
% of portfolio
0.09%
Previous 0.1%
Shares
41 transactions
Others Institutions Holding VNQ
# of Institutions
1,944Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio