Geneos Wealth Management Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,151 shares of DEM stock, worth $88,191. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,151

Previous 2,301 6.52%

Holding current value

$88,191

Previous $101,000 13.86%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$40.41 - $45.12 $6,061 - $6,768	-150 Reduced 6.52%	2,151 $87,000
Q3 2024 Nov 14, 2024	SELL	$40.48 - $45.39 $10,120 - $11,347	-250 Reduced 9.8%	2,301 $101,000
Q1 2024 May 03, 2024	SELL	$38.38 - $42.63 $9,595 - $10,657	-250 Reduced 8.93%	2,551 $106,000
Q4 2023 Jan 26, 2024	SELL	$36.36 - $40.7 $31,815 - $35,612	-875 Reduced 23.8%	2,801 $113,000
Q2 2023 Aug 08, 2023	BUY	$37.3 - $40.14 $1,529 - $1,645	41 Added 1.13%	3,676 $140,000
Q1 2023 Apr 25, 2023	SELL	$35.59 - $39.4 $889 - $985	-25 Reduced 0.68%	3,635 $137,000
Q4 2022 Jan 30, 2023	SELL	$32.14 - $37.16 $2,410 - $2,786	-75 Reduced 2.01%	3,660 $130,000
Q3 2022 Nov 14, 2022	SELL	$32.43 - $37.99 $10,539 - $12,346	-325 Reduced 8.0%	3,735 $121,000
Q2 2022 Jul 22, 2022	SELL	$37.03 - $44.95 $3,480 - $4,225	-94 Reduced 2.26%	4,060 $0
Q1 2022 May 16, 2022	SELL	$40.62 - $47.47 $4,996 - $5,838	-123 Reduced 2.88%	4,154 $181,000
Q4 2021 Feb 09, 2022	BUY	$41.71 - $45.09 $7,966 - $8,612	191 Added 4.67%	4,277 $185,000
Q3 2021 Nov 09, 2021	SELL	$43.34 - $45.98 $10,444 - $11,081	-241 Reduced 5.57%	4,086 $179,000
Q2 2021 Jul 08, 2021	SELL	$43.91 - $47.61 $10,977 - $11,902	-250 Reduced 5.46%	4,327 $198,000
Q1 2021 Jun 17, 2021	BUY	$40.61 - $44.6 $5,076 - $5,575	125 Added 2.81%	4,577 $206,000
Q4 2020 May 19, 2021	SELL	$34.72 - $41.61 $18,679 - $22,386	-538 Reduced 10.78%	4,452 $185,000
Q3 2020 Sep 07, 2021	SELL	$34.56 - $38.91 $12,683 - $14,279	-367 Reduced 6.85%	4,990 $172,000
Q2 2020 Sep 07, 2021	BUY	$31.21 - $38.76 $16,385 - $20,349	525 Added 10.87%	5,357 $195,000
Q1 2020 Sep 07, 2021	SELL	$29.04 - $46.68 $1,045 - $1,680	-36 Reduced 0.74%	4,832 $152,000
Q4 2019 Sep 07, 2021	SELL	$40.83 - $45.78 $10,574 - $11,857	-259 Reduced 5.05%	4,868 $222,000
Q3 2019 Sep 07, 2021	SELL	$41.23 - $43.82 $117,546 - $124,930	-2,851 Reduced 35.74%	5,127 $211,000
Q2 2019 Sep 07, 2021	BUY	N/A	295 Added 3.84%	7,978 $356,000
Q1 2019 Sep 07, 2021	BUY	N/A	91 Added 1.2%	7,683 $336,000
Q4 2018 Sep 07, 2021	SELL	N/A	-297 Reduced 3.76%	7,592 $305,000
Q3 2018 Sep 07, 2021	BUY	N/A	2,700 Added 52.03%	7,889 $344,000
Q2 2018 Sep 07, 2021	SELL	N/A	-2,950 Reduced 36.25%	5,189 $222,000
Q1 2018 Sep 07, 2021	SELL	N/A	-537 Reduced 6.19%	8,139 $389,000
Q4 2017 Sep 07, 2021	BUY	N/A	851 Added 10.88%	8,676 $393,000
Q3 2017 Sep 07, 2021	BUY	N/A	1,300 Added 19.92%	7,825 $336,000
Q2 2017 Sep 07, 2021	BUY	N/A	775 Added 13.48%	6,525 $267,000
Q1 2017 Sep 07, 2021	BUY	N/A	4,150 Added 259.38%	5,750 $234,000
Q4 2016 Sep 07, 2021	BUY	N/A	45 Added 2.89%	1,600 $59,000
Q2 2016 Sep 07, 2021	SELL	N/A	-150 Reduced 8.8%	1,555 $55,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,705	1,705 $59,000

Others Institutions Holding DEM

# of Institutions

323

Shares Held

44.5M

Call Options Held

4.9K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

More about DEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History