Geneos Wealth Management Inc. First Exc Trd Viii Cboe Vest U Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 327 shares of DJAN stock, worth $13,812. This represents 0.0% of its overall portfolio holdings.

Number of Shares
327
Previous 827 60.46%
Holding current value
$13,812
Previous $31,000 58.06%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
SELL
$36.05 - $40.34 $18,025 - $20,170
-500 Reduced 60.46%
327 $13,000
Q1 2025

May 21, 2025
SELL
$37.69 - $39.76 $18,845 - $19,880
-500 Reduced 37.68%
827 $31,000
Q1 2025

May 07, 2025
SELL
$37.69 - $39.76 $130,181 - $137,331
-3,454 Reduced 72.24%
1,327 $50,000
Q4 2024

Jan 21, 2025
SELL
$38.01 - $39.08 $38 - $39
-1 Reduced 0.02%
4,781 $186,000
Q3 2024

Nov 14, 2024
BUY
$36.35 - $38.17 $173,825 - $182,528
4,782 New
4,782 $182,000

Others Institutions Holding DJAN

# of Institutions
117
Shares Held
5.26M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST EXC-TRD VIII CBOE VEST U

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