Geneos Wealth Management Inc. Wisdomtree Tr U.S Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,783 shares of DHS stock, worth $180,189. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,783
Previous 1,781 0.11%
Holding current value
$180,189
Previous $176,000 2.84%
% of portfolio
0.0%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$87.71 - $98.37 $175 - $196
2 Added 0.11%
1,783 $171,000
Q1 2025

May 07, 2025
BUY
$91.55 - $99.74 $91 - $99
1 Added 0.06%
1,781 $176,000
Q4 2024

Jan 21, 2025
SELL
$92.66 - $100.58 $8,617 - $9,353
-93 Reduced 4.97%
1,780 $166,000
Q3 2024

Nov 14, 2024
BUY
$83.9 - $93.83 $3,188 - $3,565
38 Added 2.07%
1,873 $175,000
Q2 2024

Jul 23, 2024
BUY
$81.94 - $87.24 $163 - $174
2 Added 0.11%
1,835 $155,000
Q1 2024

May 03, 2024
BUY
$79.77 - $86.66 $159 - $173
2 Added 0.11%
1,833 $158,000
Q4 2023

Jan 26, 2024
BUY
$73.7 - $83.0 $147 - $166
2 Added 0.11%
1,831 $150,000
Q3 2023

Oct 11, 2023
SELL
$77.8 - $83.01 $8,402 - $8,965
-108 Reduced 5.58%
1,829 $142,000
Q2 2023

Aug 08, 2023
BUY
$76.29 - $83.88 $76 - $83
1 Added 0.05%
1,937 $154,000
Q1 2023

Apr 25, 2023
BUY
$78.69 - $89.17 $78 - $89
1 Added 0.05%
1,936 $159,000
Q4 2022

Jan 30, 2023
BUY
$77.6 - $89.39 $57,501 - $66,237
741 Added 62.06%
1,935 $166,000
Q2 2022

Jul 22, 2022
BUY
$80.0 - $91.19 $41,520 - $47,327
519 Added 76.89%
1,194 $0
Q2 2021

Jul 08, 2021
SELL
$76.59 - $80.99 $265,614 - $280,873
-3,468 Reduced 83.71%
675 $53,000
Q1 2021

Jun 17, 2021
SELL
$68.47 - $76.8 $11,913 - $13,363
-174 Reduced 4.03%
4,143 $324,000
Q4 2020

May 19, 2021
BUY
$60.36 - $71.22 $219,831 - $259,383
3,642 Added 539.56%
4,317 $51,000
Q4 2019

Sep 07, 2021
BUY
$72.3 - $77.34 $48,802 - $52,204
675 New
675 $51,000
Q4 2016

Sep 07, 2021
SELL
N/A
-200 Closed
0 $0
Q3 2016

Sep 07, 2021
SELL
N/A
-1,300 Reduced 86.67%
200 $13,000
Q2 2016

Sep 07, 2021
BUY
N/A
1,300 Added 650.0%
1,500 $100,000
Q1 2016

Sep 07, 2021
BUY
N/A
200
200 $12,000

Others Institutions Holding DHS

# of Institutions
261
Shares Held
6.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

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