Geneos Wealth Management Inc. Davis Fundamental ETF Tr Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 51,165 shares of DINT stock, worth $1.25 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
51,165
Previous 54,317 5.8%
Holding current value
$1.25 Million
Previous $1.26 Million 5.82%
% of portfolio
0.04%
Previous 0.03%

Shares

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

May 21, 2025
SELL
$20.94 - $24.54 $66,002 - $77,350
-3,152 Reduced 5.8%
51,165 $1.18 Million
Q1 2025

May 07, 2025
BUY
$20.94 - $24.54 $14,532 - $17,030
694 Added 1.29%
54,317 $1.26 Million
Q4 2024

Jan 21, 2025
BUY
$21.84 - $25.69 $1.17 Million - $1.38 Million
53,623 New
53,623 $1.17 Million

Others Institutions Holding DINT

# of Institutions
42
Shares Held
9.38M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

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