Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Moran Wealth Management LLC Increases Holdings in Apple Inc. $AAPL
Moran Wealth Management LLC boosted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 10.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned…
Moran Wealth Management LLC Reduces Stake in Microsoft Corporation $MSFT
Moran Wealth Management LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned…
Calamos Wealth Management LLC Sells 62,918 Shares of ServiceNow, Inc. $NOW
Calamos Wealth Management LLC lessened its stake in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 95.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor…
Geneos Wealth Management Inc. Sells 10,000 Shares of Invesco QQQ $QQQ
Geneos Wealth Management Inc. trimmed its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 14.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 58,980…
Geneos Wealth Management Inc. Sells 5,332 Shares of The Walt Disney Company $DIS
Geneos Wealth Management Inc. trimmed its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 5.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
Geneos Wealth Management Inc. Buys 54,907 Shares of Norfolk Southern Corporation $NSC
Geneos Wealth Management Inc. lifted its position in shares of Norfolk Southern Corporation (NYSE:NSC - Free Report) by 56.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.
Geneos Wealth Management Inc. Has $8.19 Million Holdings in Tesla, Inc. $TSLA
Geneos Wealth Management Inc. decreased its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 20.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 22,024 shares…
Geneos Wealth Management Inc. Sells 1,348 Shares of ASML Holding N.V. $ASML
Geneos Wealth Management Inc. cut its holdings in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 15.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,118 shares of the semiconductor…
Geneos Wealth Management Inc. Has $16.67 Million Stake in W.P. Carey Inc. $WPC
Geneos Wealth Management Inc. reduced its position in W.P. Carey Inc. (NYSE:WPC - Free Report) by 8.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 245,228 shares of the real estate…
Geneos Wealth Management Inc. Increases Stock Position in Palo Alto Networks, Inc. $PANW
Geneos Wealth Management Inc. raised its position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 13.3% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 98,714 shares of…
Industrial Shares Edge Higher Amid Resilient U.S. Indicators -- Industrials Roundup
Shares in the industrial sector reversed early losses and closed slightly higher amid signs the economy remains resilient. The Philadelphia Fed said its activity indicator rose in July to 41.4 from 10.3 in June. GE Aerospace raised its full-year…
Fifth Third Bancorp $FITB Shares Acquired by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in Fifth Third Bancorp (NASDAQ:FITB - Free Report) by 195.1% during the first quarter, according to the company in its most recent disclosure with the…
Energy Shares Rise as Markets Await Geopolitical Moves -- Energy Roundup
Shares of companies in the energy sector rose as oil prices fell slightly and remained around $80 a barrel amid uncertainty about the future of the U.S.-Iran conflict. While all the topics of President Trump's televised speech Thursday night…
PPG Industries Extends Royal Dividend Run With 4.2% Increase
PPG Industries' board has raised the company's quarterly dividend by 4.2%, to 74 cents from 71 cents, making it 55 straight years that the paint maker has boosted its payout. The new quarterly rate, equal to $2.96 a year, represents an annual yield…
I'm a gay Republican in Wyoming. My own party tried to destroy me for it
Wyoming is home for me. I'm a fourth-generation Wyomingite from Casper, and I've spent my whole life helping the people of this state, veterans and ranchers, first responders and teachers, secure a retirement they can count on. I know this state. I…
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