Geneos Wealth Management Inc. Donoghue Forlines Risk Managed Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,662 shares of DFNV stock, worth $95,166. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,662
Previous 5,324 50.0%
Holding current value
$95,166
Previous $190,000 50.0%
% of portfolio
0.0%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$35.75 - $36.91 $95,166 - $98,254
-2,662 Reduced 50.0%
2,662 $95,000
Q1 2025

May 07, 2025
BUY
$35.75 - $36.91 $95,166 - $98,254
2,662 Added 100.0%
5,324 $190,000
Q4 2024

Jan 21, 2025
SELL
$33.07 - $38.38 $673,007 - $781,071
-20,351 Reduced 88.43%
2,662 $96,000
Q3 2024

Nov 14, 2024
SELL
$29.3 - $33.61 $28,128 - $32,265
-960 Reduced 4.0%
23,013 $773,000
Q2 2024

Jul 23, 2024
BUY
$0.0 - $31.57 $0 - $10,702
339 Added 1.43%
23,973 $756,000
Q1 2024

May 03, 2024
SELL
$26.98 - $30.62 $19,263 - $21,862
-714 Reduced 2.93%
23,634 $720,000
Q4 2023

Jan 26, 2024
SELL
$23.6 - $28.12 $85,597 - $101,991
-3,627 Reduced 12.97%
24,348 $676,000
Q3 2023

Oct 11, 2023
BUY
$24.54 - $26.7 $23,116 - $25,151
942 Added 3.48%
27,975 $695,000
Q2 2023

Aug 08, 2023
SELL
$22.34 - $25.43 $283,226 - $322,401
-12,678 Reduced 31.93%
27,033 $683,000
Q1 2023

Apr 25, 2023
SELL
$21.92 - $23.55 $68,982 - $74,111
-3,147 Reduced 7.34%
39,711 $932,000
Q4 2022

Jan 30, 2023
SELL
$21.56 - $23.2 $186,472 - $200,656
-8,649 Reduced 16.79%
42,858 $945,000
Q3 2022

Nov 14, 2022
BUY
$21.8 - $25.31 $3,008 - $3,492
138 Added 0.27%
51,507 $1.12 Million
Q2 2022

Jul 22, 2022
SELL
$21.03 - $27.18 $2,649 - $3,424
-126 Reduced 0.24%
51,369 $0
Q1 2022

May 16, 2022
BUY
$23.88 - $29.22 $133,895 - $163,836
5,607 Added 12.22%
51,495 $1.38 Million
Q4 2021

Feb 09, 2022
SELL
$28.42 - $31.34 $24,611 - $27,140
-866 Reduced 1.85%
45,888 $1.35 Million
Q3 2021

Nov 09, 2021
SELL
$28.38 - $30.91 $58,945 - $64,200
-2,077 Reduced 4.25%
46,754 $1.36 Million
Q2 2021

Jul 08, 2021
BUY
$25.87 - $29.08 $52,619 - $59,148
2,034 Added 4.35%
48,831 $1.41 Million
Q1 2021

Jun 17, 2021
SELL
$24.93 - $28.43 $61,477 - $70,108
-2,466 Reduced 5.01%
46,797 $1.28 Million
Q4 2020

May 19, 2021
BUY
$24.82 - $26.15 $1.22 Million - $1.29 Million
49,263 New
49,263 $1.3 Million

Others Institutions Holding DFNV

# of Institutions
12
Shares Held
415K
Call Options Held
0
Put Options Held
0
View Full List

About DONOGHUE FORLINES RISK MANAGED

DFNV Quotes by TradingView
  • Ticker DFNV
  • Sector ETFs
  • Industry ETFs
More about DFNV
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