Geneos Wealth Management Inc. - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is VSDA and the CUSIP is 92647N667. A total of 1 filers reported holding VICTORY PORTFOLIOS II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$31,472
-39.5%
725
-35.6%
0.00%
-33.3%
Q2 2023$52,043
+2.2%
1,1250.0%0.00%0.0%
Q1 2023$50,906
-3.8%
1,125
-5.1%
0.00%0.0%
Q4 2022$52,910
+10.2%
1,185
-3.3%
0.00%0.0%
Q3 2022$48,000
-5.9%
1,2250.0%0.00%0.0%
Q2 2022$51,000
-8.9%
1,2250.0%0.00%
+50.0%
Q1 2022$56,000
-3.4%
1,2250.0%0.00%0.0%
Q4 2021$58,000
+9.4%
1,2250.0%0.00%0.0%
Q3 2021$53,000
-1.9%
1,2250.0%0.00%0.0%
Q2 2021$54,000
+42.1%
1,225
+36.1%
0.00%
+100.0%
Q1 2021$38,000
+2.7%
9000.0%0.00%0.0%
Q4 2020$37,0009000.00%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2023
NameSharesValueWeighting ↓
Scarborough Advisors, LLC 143,502$6,830,0002.35%
Investors Research Corp 83,483$3,973,0001.20%
HARVEST GROUP WEALTH MANAGEMENT, LLC 20,319$967,0000.54%
GREAT VALLEY ADVISOR GROUP, INC. 127,240$6,056,0000.37%
PINNACLE FINANCIAL PARTNERS INC 240,971$11,469,0000.36%
Masso Torrence Wealth Management Inc. 9,371$446,0000.31%
Keystone Financial Group 36,668$1,745,0000.29%
Apella Capital, LLC 32,548$1,549,0000.20%
MONEY CONCEPTS CAPITAL CORP 48,023$2,286,0000.19%
Gladstone Institutional Advisory LLC 50,296$2,3940.18%
View complete list of VICTORY PORTFOLIOS II shareholders