Geneos Wealth Management Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,340 shares of DIA stock, worth $570,464. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,340
Previous 2,380 43.7%
Holding current value
$570,464
Previous $999,000 43.74%
% of portfolio
0.02%
Previous 0.03%

Shares

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

May 21, 2025
SELL
$408.78 - $448.82 $425,131 - $466,772
-1,040 Reduced 43.7%
1,340 $562,000
Q1 2025

May 07, 2025
BUY
$408.78 - $448.82 $425,131 - $466,772
1,040 Added 77.61%
2,380 $999,000
Q3 2024

Nov 14, 2024
SELL
$386.81 - $423.12 $2,320 - $2,538
-6 Reduced 0.45%
1,340 $566,000
Q1 2024

May 03, 2024
SELL
$372.72 - $397.76 $75,289 - $80,347
-202 Reduced 13.05%
1,346 $535,000
Q4 2023

Jan 26, 2024
BUY
$324.19 - $377.03 $13,291 - $15,458
41 Added 2.72%
1,548 $583,000
Q3 2023

Oct 11, 2023
SELL
$334.95 - $356.2 $246,523 - $262,163
-736 Reduced 32.81%
1,507 $504,000
Q2 2023

Aug 08, 2023
SELL
$327.75 - $344.77 $88,820 - $93,432
-271 Reduced 10.78%
2,243 $771,000
Q1 2023

Apr 25, 2023
BUY
$318.5 - $343.03 $8,918 - $9,604
28 Added 1.13%
2,514 $836,000
Q4 2022

Jan 30, 2023
BUY
$291.96 - $346.06 $67,734 - $80,285
232 Added 10.29%
2,486 $823,000
Q3 2022

Nov 14, 2022
SELL
$287.3 - $341.74 $143,362 - $170,528
-499 Reduced 18.13%
2,254 $647,000
Q2 2022

Jul 22, 2022
SELL
$298.72 - $351.53 $84,239 - $99,131
-282 Reduced 9.29%
2,753 $847,000
Q1 2022

May 16, 2022
SELL
$326.53 - $367.87 $8,489 - $9,564
-26 Reduced 0.85%
3,035 $1.05 Million
Q3 2021

Nov 09, 2021
BUY
$338.29 - $356.57 $31,460 - $33,161
93 Added 3.13%
3,061 $1.05 Million
Q2 2021

Jul 08, 2021
SELL
$331.45 - $347.9 $1.88 Million - $1.97 Million
-5,660 Reduced 65.6%
2,968 $1.03 Million
Q1 2021

Jun 17, 2021
SELL
$299.81 - $331.66 $7,495 - $8,291
-25 Reduced 0.29%
8,628 $2.92 Million
Q4 2020

May 19, 2021
BUY
$265.06 - $305.79 $1.52 Million - $1.75 Million
5,737 Added 196.74%
8,653 $1.12 Million
Q3 2020

Sep 07, 2021
SELL
$257.24 - $291.21 $2,057 - $2,329
-8 Reduced 0.27%
2,916 $792,000
Q2 2020

Sep 07, 2021
BUY
$209.38 - $276.28 $44,807 - $59,123
214 Added 7.9%
2,924 $732,000
Q1 2020

Sep 07, 2021
BUY
$186.13 - $295.72 $14,704 - $23,361
79 Added 3.0%
2,710 $586,000
Q4 2019

Sep 07, 2021
BUY
$260.72 - $286.33 $69,612 - $76,450
267 Added 11.29%
2,631 $753,000
Q3 2019

Sep 07, 2021
BUY
$255.08 - $273.6 $41,578 - $44,596
163 Added 7.41%
2,364 $633,000
Q2 2019

Sep 07, 2021
SELL
$248.22 - $268.08 $24,573 - $26,539
-99 Reduced 4.3%
2,201 $585,000
Q1 2019

Sep 07, 2021
BUY
$226.72 - $260.89 $155,756 - $179,231
687 Added 42.59%
2,300 $595,000
Q4 2018

Sep 07, 2021
BUY
$218.1 - $267.95 $7,415 - $9,110
34 Added 2.15%
1,613 $371,000
Q3 2018

Sep 07, 2021
SELL
$241.66 - $267.12 $20,541 - $22,705
-85 Reduced 5.11%
1,579 $417,000
Q2 2018

Sep 07, 2021
SELL
$236.15 - $253.39 $7,084 - $7,601
-30 Reduced 1.77%
1,664 $403,000
Q1 2018

Sep 07, 2021
SELL
$235.13 - $265.91 $69,598 - $78,709
-296 Reduced 14.87%
1,694 $408,000
Q4 2017

Sep 07, 2021
BUY
$225.24 - $248.13 $14,640 - $16,128
65 Added 3.38%
1,990 $492,000
Q3 2017

Sep 07, 2021
SELL
$216.53 - $223.9 $3,897 - $4,030
-18 Reduced 0.93%
1,925 $430,000
Q2 2017

Sep 07, 2021
SELL
N/A
-125 Reduced 6.04%
1,943 $414,000
Q1 2017

Sep 07, 2021
BUY
N/A
304 Added 17.23%
2,068 $426,000
Q3 2016

Sep 07, 2021
SELL
N/A
-500 Reduced 22.08%
1,764 $322,000
Q2 2016

Sep 07, 2021
SELL
N/A
-3,506 Reduced 60.76%
2,264 $405,000
Q1 2016

Sep 07, 2021
BUY
N/A
5,770
5,770 $1.03 Million

Others Institutions Holding DIA

# of Institutions
1,438
Shares Held
34.5M
Call Options Held
8.39M
Put Options Held
10.4M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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