Geneos Wealth Management Inc. Dominion Energy, Inc Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 12,135 shares of D stock, worth $638,665. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,135
Previous 58,924 79.41%
Holding current value
$638,665
Previous $2.89 Million 75.72%
% of portfolio
0.03%
Previous 0.13%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$48.01 - $58.53 $2.25 Million - $2.74 Million
-46,789 Reduced 79.41%
12,135 $701,000
Q2 2024

Jul 23, 2024
SELL
$46.86 - $53.94 $935,559 - $1.08 Million
-19,965 Reduced 25.31%
58,924 $2.89 Million
Q1 2024

May 03, 2024
BUY
$44.15 - $49.19 $182,604 - $203,449
4,136 Added 5.53%
78,889 $3.88 Million
Q4 2023

Jan 26, 2024
SELL
$39.53 - $49.47 $802,340 - $1 Million
-20,297 Reduced 21.35%
74,753 $3.51 Million
Q3 2023

Oct 11, 2023
BUY
$44.14 - $54.45 $194,436 - $239,852
4,405 Added 4.86%
95,050 $4.25 Million
Q2 2023

Aug 08, 2023
BUY
$49.02 - $58.68 $735,300 - $880,200
15,000 Added 19.83%
90,645 $4.69 Million
Q1 2023

Apr 25, 2023
SELL
$52.22 - $63.64 $273,998 - $333,919
-5,247 Reduced 6.49%
75,645 $4.23 Million
Q4 2022

Jan 30, 2023
BUY
$57.96 - $71.5 $1.43 Million - $1.77 Million
24,747 Added 44.08%
80,892 $4.96 Million
Q3 2022

Nov 14, 2022
SELL
$69.11 - $85.65 $882,120 - $1.09 Million
-12,764 Reduced 18.52%
56,145 $3.88 Million
Q2 2022

Jul 22, 2022
BUY
$73.41 - $88.38 $318,305 - $383,215
4,336 Added 6.71%
68,909 $5.5 Million
Q1 2022

May 16, 2022
SELL
$77.16 - $85.43 $34,259 - $37,930
-444 Reduced 0.68%
64,573 $5.49 Million
Q4 2021

Feb 09, 2022
SELL
$70.85 - $78.57 $782,113 - $867,334
-11,039 Reduced 14.51%
65,017 $5.11 Million
Q3 2021

Nov 09, 2021
BUY
$73.02 - $80.05 $101,570 - $111,349
1,391 Added 1.86%
76,056 $5.5 Million
Q2 2021

Jul 08, 2021
SELL
$73.51 - $80.37 $165,397 - $180,832
-2,250 Reduced 2.93%
74,665 $5.54 Million
Q1 2021

Jun 17, 2021
BUY
$68.0 - $76.7 $40,868 - $46,096
601 Added 0.79%
76,915 $6.15 Million
Q4 2020

May 19, 2021
BUY
$73.5 - $86.07 $154,497 - $180,919
2,102 Added 2.83%
76,314 $5.36 Million
Q3 2020

Sep 07, 2021
SELL
$73.58 - $82.69 $1.12 Million - $1.26 Million
-15,282 Reduced 17.08%
74,212 $5.72 Million
Q2 2020

Sep 07, 2021
SELL
$69.55 - $87.0 $34,357 - $42,978
-494 Reduced 0.55%
89,494 $7.13 Million
Q1 2020

Sep 07, 2021
BUY
$59.39 - $89.8 $92,767 - $140,267
1,562 Added 1.77%
89,988 $6.58 Million
Q4 2019

Sep 07, 2021
BUY
$79.62 - $83.46 $362,987 - $380,494
4,559 Added 5.44%
88,426 $7.25 Million
Q3 2019

Sep 07, 2021
SELL
$74.29 - $81.04 $21,989 - $23,987
-296 Reduced 0.35%
83,867 $6.79 Million
Q2 2019

Sep 07, 2021
BUY
$73.31 - $79.22 $4.73 Million - $5.12 Million
64,588 Added 329.95%
84,163 $6.51 Million
Q1 2019

Sep 07, 2021
BUY
$67.97 - $77.04 $156,874 - $177,808
2,308 Added 13.37%
19,575 $1.5 Million
Q4 2018

Sep 07, 2021
BUY
$69.89 - $76.92 $183,531 - $201,991
2,626 Added 17.94%
17,267 $1.27 Million
Q3 2018

Sep 07, 2021
BUY
$68.08 - $72.45 $18,177 - $19,344
267 Added 1.86%
14,641 $1.03 Million
Q2 2018

Sep 07, 2021
SELL
$61.75 - $68.47 $39,273 - $43,546
-636 Reduced 4.24%
14,374 $980,000
Q1 2018

Sep 07, 2021
BUY
$67.3 - $80.28 $11,710 - $13,968
174 Added 1.17%
15,010 $1.01 Million
Q4 2017

Sep 07, 2021
BUY
$75.95 - $84.91 $118,557 - $132,544
1,561 Added 11.76%
14,836 $1.2 Million
Q3 2017

Sep 07, 2021
BUY
$76.78 - $80.24 $59,581 - $62,266
776 Added 6.21%
13,275 $1.02 Million
Q2 2017

Sep 07, 2021
BUY
N/A
740 Added 6.29%
12,499 $957,000
Q1 2017

Sep 07, 2021
SELL
N/A
-183 Reduced 1.53%
11,759 $912,000
Q4 2016

Sep 07, 2021
SELL
N/A
-1,654 Reduced 12.17%
11,942 $914,000
Q3 2016

Sep 07, 2021
BUY
N/A
1,611 Added 13.44%
13,596 $1.01 Million
Q2 2016

Sep 07, 2021
BUY
N/A
205 Added 1.74%
11,985 $933,000
Q1 2016

Sep 07, 2021
BUY
N/A
11,780
11,780 $888,000

Others Institutions Holding D

# of Institutions
1,499
Shares Held
619M
Call Options Held
5.64M
Put Options Held
2.5M
View Full List

About DOMINION ENERGY, INC

D Quotes by TradingView
  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $43.8B
  • Description
  • Dominion Energy, Inc. produces and distributes energy in the United States. The company operates through four segments: Dominion Energy Virginia, Gas Distribution, Dominion Energy South Carolina, and Contracted Assets. The Dominion Energy Virginia segment generates, transmits, and distributes regulated electricity to approximately 2.7 million re...
More about D
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