Geneos Wealth Management Inc. Ishares Tr Exponential Technol Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 50 shares of XT stock, worth $3,685. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$3,685
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding XT
# of Institutions
303Shares Held
42.2MCall Options Held
0Put Options Held
1K-
Financial Engines Advisors L.L.C. Santa Clara, CA33.2MShares$2.44 Billion4.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC623KShares$45.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN616KShares$45.4 Million0.01% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI536KShares$39.5 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC285KShares$21 Million0.0% of portfolio