Geneos Wealth Management Inc. Trimtabs ETF Tr Donoghue Forli Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Trimtabs ETF Tr Donoghue Forli stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,691 shares of DFRA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,691

Previous 7,382 50.0%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	N/A	-3,691 Reduced 50.0%	3,691 $0
Q1 2025 May 07, 2025	BUY	N/A	3,691 Added 100.0%	7,382 $0
Q4 2024 Jan 21, 2025	SELL	N/A	-23,821 Reduced 86.58%	3,691 $0
Q3 2024 Nov 14, 2024	SELL	N/A	-872 Reduced 3.07%	27,512 $0
Q2 2024 Jul 23, 2024	BUY	N/A	386 Added 1.38%	28,384 $0
Q1 2024 May 03, 2024	BUY	N/A	2,287 Added 8.9%	27,998 $0
Q4 2023 Jan 26, 2024	SELL	N/A	-734 Reduced 2.78%	25,711 $0
Q3 2023 Oct 11, 2023	BUY	N/A	86 Added 0.33%	26,445 $0
Q2 2023 Aug 08, 2023	SELL	N/A	-6,425 Reduced 19.6%	26,359 $0
Q1 2023 Apr 25, 2023	SELL	N/A	-1,271 Reduced 3.73%	32,784 $0
Q4 2022 Jan 30, 2023	BUY	N/A	9,702 Added 39.84%	34,055 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-16,074 Reduced 39.76%	24,353 $565,000
Q2 2022 Jul 22, 2022	BUY	N/A	590 Added 1.48%	40,427 $0
Q1 2022 May 16, 2022	BUY	N/A	39,837 New	39,837 $1.12 Million

Others Institutions Holding DFRA

# of Institutions

Shares Held

3.32M

Call Options Held

Put Options Held

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About TRIMTABS ETF TR DONOGHUE FORLI

Ticker DFRA

More about DFRA

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Geneos Wealth Management Inc. Trimtabs ETF Tr Donoghue Forli Transaction History