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

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

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

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

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Geneos Wealth Management Inc. Has $1.01 Million Position In …

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6 days ago · Geneos Wealth Management Inc. increased its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) by 175.3% in the fourth quarter, according to …

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Geneos Wealth Management Inc. Invests $2.90 Million In The …

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Jan 27, 2025 · Geneos Wealth Management Inc. acquired a new position in The Procter & Gamble Company (NYSE:PG - Free Report) in the fourth quarter, according to its most recent …

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Geneos Wealth Management Inc. Has $209,000 Position In First …

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4 days ago · Geneos Wealth Management Inc. trimmed its stake in shares of First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL – Free Report) by 14.2% in the fourth quarter, according …

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Geneos Wealth Management Inc. Has $239,000 Stock Position In …

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4 days ago · Geneos Wealth Management Inc. reduced its position in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 28.9% during the 4th quarter, …

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Geneos Wealth Management Inc. Reduces Stock Position In 3M …

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4 days ago · Geneos Wealth Management Inc. lessened its holdings in shares of 3M (NYSE:MMM – Free Report) by 2.8% during the fourth quarter, Holdings Channel reports. The …

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Geneos Wealth Management Inc. Has $6.63 Million Stock Position …

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Jan 27, 2025 · Geneos Wealth Management Inc. decreased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 5.1% during the 4th quarter, according to the company in its …

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Geneos Wealth Management Inc. Invests $146,000 In ... - ETF Daily …

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3 days ago · Geneos Wealth Management Inc. Has $125,000 Stock Position in ProShares Bitcoin ETF (NYSEARCA:BITO) Algert Global LLC Invests $25.59 Million in Microsoft Co. …

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Geneos Wealth Management Inc. Has $1.18 Million Stake In …

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Jan 27, 2025 · Geneos Wealth Management Inc. lowered its position in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 25.9% in the fourth quarter, according to the company in its …

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Geneos Wealth Management Inc. Has $578,000 Stock Holdings In …

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5 days ago · Geneos Wealth Management Inc. reduced its position in shares of Anavex Life Sciences Corp. (NASDAQ:AVXL – Free Report) by 21.2% in the 4th quarter, according to the …

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FAQs about Geneos Wealth Management Inc. Has $1.68 Million Position in ... Coupon?

How much is geneos wealth management's 3M stock worth?

Geneos Wealth Management Inc.’s holdings in 3M were worth $570,000 at the end of the most recent quarter. Other hedge funds and other institutional investors have also bought and sold shares of the company. FSA Wealth Management LLC bought a new stake in shares of 3M in the 3rd quarter worth approximately $27,000. ...

Does geneos own 3M?

Geneos Wealth Management Inc. lessened its holdings in shares of 3M (NYSE:MMM – Free Report) by 2.8% during the fourth quarter, Holdings Channel reports. The firm owned 4,412 shares of the conglomerate’s stock after selling 127 shares during the quarter. ...

Did geneos reduce its position in ANAVEX life sciences (avxl)?

Posted by MarketBeat News on Jan 29th, 2025 Geneos Wealth Management Inc. reduced its position in shares of Anavex Life Sciences Corp. (NASDAQ:AVXL – Free Report) by 21.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). ...

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. ...

How much money does Valley wealth managers manage?

Today, the firm manages more than $2.2 billion in assets under management across 48 advisors. Valley Wealth Managers employs a dynamic investment approach that includes tactical allocation across various asset classes such as stocks, bonds, and cash reserves. ...

Who owns circle wealth management?

Managing partner Maria L. Kattan-Chrin founded Circle Wealth Management in 2006, though the firm didn't register with the SEC until 2007. Kattan-Chrin is also the principal owner of the firm and she has decades of experience within the private wealth management and financial services industries. ...