Geneos Wealth Management Inc. Cuts Stock Position in iShares …

Jan 29, 2025  · Geneos Wealth Management Inc. decreased its holdings in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 15.3% in the 4th quarter, according to the company …


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Geneos Wealth Management Inc. Cuts Stock Position In IShares …

2 weeks from now

Jan 29, 2025  · Geneos Wealth Management Inc. decreased its holdings in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 15.3% in the 4th quarter, according to the company …

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Geneos Wealth Management Inc. Cuts Position In Alphabet

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Jan 28, 2025  · Geneos Wealth Management Inc. lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 9.1% in the fourth quarter, according to its most recent …

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Geneos Wealth Management Inc. Reduces Stock Position In …

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Jan 27, 2025  · Geneos Wealth Management Inc. cut its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 12.4% during the 4th quarter, according to its most recent 13F …

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Geneos Wealth Management Inc. Lowers Stock Holdings In Boston ...

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Jan 31, 2025  · Geneos Wealth Management Inc. cut its holdings in shares of Boston Scientific Co. (NYSE:BSX – Free Report) by 9.1% during the fourth quarter, Holdings Channel reports. The …

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Geneos Wealth Management Inc. Has $1.68 Million Position In ...

2 weeks from now

Jan 27, 2025  · Geneos Wealth Management Inc. cut its position in shares of MicroStrategy Incorporated (NASDAQ:MSTR - Free Report) by 17.8% during the 4th quarter, according to its …

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Geneos Wealth Management Inc. Trims Position In Cardinal

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Jan 27, 2025  · Geneos Wealth Management Inc. trimmed its position in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 1.2% during the 4th quarter, HoldingsChannel reports. The firm …

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Geneos Wealth Management Inc. Buys 432 Shares Of Moderna, …

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Geneos Wealth Management Inc. boosted its stake in Moderna, Inc. (NASDAQ:MRNA – Free Report) by 27.5% during the 3rd quarter, according to its most recent 13F filing with the …

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Geneos Wealth Management Inc. Sells 21 Shares Of Murphy USA …

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6 days ago  · Geneos Wealth Management Inc. trimmed its position in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) by 14.2% in the 4th quarter, according to the company in its …

etfdailynews.com

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Geneos Wealth Management Inc. Sells 141 Shares Of The Clorox …

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Jan 30, 2025  · Geneos Wealth Management Inc. reduced its stake in The Clorox Company (NYSE:CLX – Free Report) by 8.3% during the 4th quarter, according to the company in its …

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Spire Wealth Management Purchases 22,192 Shares Of Moderna, …

2 weeks from now

2 days ago  · Spire Wealth Management grew its position in Moderna, Inc. (NASDAQ:MRNA - Free Report) by 2,150.4% during the fourth quarter, according to the company in its most …

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Geneos Wealth Management Inc. Grows Stock Position In Invesco ...

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6 days ago  · Geneos Wealth Management Inc. boosted its stake in shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF (NASDAQ:BSJT – Free Report) by 81.9% …

etfdailynews.com

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Geneos Wealth Management Inc. Cuts Stake In Tesla, Inc

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Jan 28, 2025  · Geneos Wealth Management Inc. cut its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 31.9% in the 4th quarter, according to its most recent disclosure with the SEC. …

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Geneos Wealth Management Inc. Cuts Position In Otis Worldwide …

2 weeks from now

Jan 31, 2025  · Geneos Wealth Management Inc. lowered its position in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 9.7% in the fourth quarter, according to its most recent …

etfdailynews.com

FAQs about Geneos Wealth Management Inc. Cuts Stock Position in iShares … Coupon?

Does geneos wealth management own Murphy USA Inc?

Geneos Wealth Management Inc. trimmed its position in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) by 14.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 127 shares of the specialty retailer’s stock after selling 21 shares during the period. ...

Does geneos own Otis worldwide co (Otis)?

Geneos Wealth Management Inc. lowered its position in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 9.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 1,200 shares of the company’s stock after selling 129 shares during the quarter. ...

Does geneos own Invesco bulletshares 2029 high yield corporate bond ETF?

Geneos Wealth Management Inc. boosted its stake in shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF (NASDAQ:BSJT – Free Report) by 81.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). ...

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