Geneos Wealth Management Inc. Purchases 159 Shares of iShares …

2 days ago · iShares S&P 100 ETF Stock Down 0.4 %. Shares of iShares S&P 100 ETF stock opened at $294.56 on Friday. The firm has a market cap of $14.20 billion, a PE ratio of 28.76 …

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Geneos Wealth Management Inc. Purchases 159 Shares Of IShares …

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2 days ago · iShares S&P 100 ETF Stock Down 0.4 %. Shares of iShares S&P 100 ETF stock opened at $294.56 on Friday. The firm has a market cap of $14.20 billion, a PE ratio of 28.76 …

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GENEOS WEALTH MANAGEMENT INC. - WhaleWisdom.com

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Geneos Wealth Management is a large advisory firm with 23471 clients and discretionary assets under management (AUM) of $5,205,170,586 (Form ADV from 2024-07-02). ... Geneos …

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Geneos Wealth Management Inc. Purchases 1,853 Shares Of

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Jan 25, 2025 · Geneos Wealth Management Inc. grew its position in Elevance Health, Inc. (NYSE:ELV - Free Report) by 8.6% during the fourth quarter, according to the company in its …

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Geneos Wealth Management Inc. Sells 304 Shares Of IShares S&P …

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2 days ago · Geneos Wealth Management Inc. trimmed its position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 33.4% during the 4th quarter, HoldingsChannel …

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IShares U.S. Real Estate ETF (NYSEARCA:IYR) Shares Sold By …

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5 days ago · Geneos Wealth Management Inc. cut its stake in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) by 10.0% during the 4th quarter, according to its most …

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How To Find The Value Of Your Old Stock Certificates

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0.5 share Common $1 par. Bowser Inc. (IN) reincorporated in Delaware as Bowser Delaware 11/17/69" Any reference to "Capital Stock" essentially means shares held in the company. So …

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Geneos Wealth Management Inc. Makes New $75,000 ... - ETF …

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2 days ago · Geneos Wealth Management Inc. Purchases 159 Shares of iShares S&P 100 ETF (NYSEARCA:OEF) Geneos Wealth Management Inc. Purchases 388 Shares of British …

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FAQs about Geneos Wealth Management Inc. Purchases 159 Shares of iShares … Coupon?

Does geneos wealth management own iShares S&P 100 ETF?

Geneos Wealth Management Inc. increased its position in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 274.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 217 shares of the company’s stock after buying an additional 159 shares during the quarter. ...

Does geneos wealth management own iShares S&P mid-cap 400 value ETF?

Geneos Wealth Management Inc. trimmed its position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 33.4% during the 4th quarter, HoldingsChannel reports. The firm owned 605 shares of the company’s stock after selling 304 shares during the quarter. ...

Did geneos cut its stake in iShares US real estate ETF?

Geneos Wealth Management Inc. cut its stake in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) by 10.0% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 4,650 shares of the real estate investment trust’s stock after selling 518 shares during the period. ...

How much is geneos wealth management (IYR) worth?

Geneos Wealth Management Inc.’s holdings in iShares U.S. Real Estate ETF were worth $433,000 at the end of the most recent reporting period. A number of other institutional investors and hedge funds have also recently bought and sold shares of IYR. ...

What is geneos wealth management's largest holding?

Geneos Wealth Management's largest holding is iShares Core S&P 500 ETF- with shares held of 204,184. Whalewisdom has at least 30 13F filings : Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. ...

What is geneos wealth management's 13F holding?

Their last reported 13F filing for Q2 2023 included $1,909,250,901 in managed 13F securities and a top 10 holdings concentration of 19.73%. Geneos Wealth Management's largest holding is iShares Core S&P 500 ETF- with shares held of 204,184. ...