Geneos Wealth Management Inc. Wisdomtree Tr Intl Small Cap D Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 152 shares of DLS stock, worth $9,989. This represents 0.0% of its overall portfolio holdings.

Number of Shares
152
Previous 152 -0.0%
Holding current value
$9,989
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$62.48 - $66.89 $9,496 - $10,167
152 New
152 $9,000
Q3 2023

Oct 11, 2023
BUY
$57.26 - $62.05 $2,863 - $3,102
50 Added 100.0%
100 $5,000
Q2 2023

Aug 08, 2023
SELL
$58.34 - $62.61 $88,268 - $94,728
-1,513 Reduced 96.8%
50 $2,000
Q1 2023

Apr 25, 2023
BUY
$58.15 - $63.87 $87,980 - $96,635
1,513 Added 3026.0%
1,563 $95,000
Q2 2021

Jul 08, 2021
SELL
$73.07 - $77.75 $7,453 - $7,930
-102 Reduced 67.11%
50 $3,000
Q1 2021

Jun 17, 2021
BUY
$67.48 - $73.47 $10,256 - $11,167
152 New
152 $11,000
Q4 2020

May 19, 2021
SELL
$58.19 - $68.24 $15,711 - $18,424
-270 Closed
0 $0
Q3 2020

Sep 07, 2021
SELL
$55.74 - $61.54 $3,344 - $3,692
-60 Reduced 18.18%
270 $15,000
Q1 2020

Sep 07, 2021
BUY
$42.11 - $71.71 $1,263 - $2,151
30 Added 10.0%
330 $15,000
Q4 2019

Sep 07, 2021
BUY
$62.06 - $71.66 $1,861 - $2,149
30 Added 11.11%
300 $21,000
Q1 2019

Sep 07, 2021
SELL
N/A
-5 Reduced 1.82%
270 $17,000
Q4 2018

Sep 07, 2021
SELL
N/A
-61 Reduced 18.15%
275 $16,000
Q1 2017

Sep 07, 2021
SELL
N/A
-35 Reduced 9.43%
336 $21,000
Q4 2016

Sep 07, 2021
SELL
N/A
-45 Reduced 10.82%
371 $22,000
Q2 2016

Sep 07, 2021
BUY
N/A
270 Added 184.93%
416 $23,000
Q1 2016

Sep 07, 2021
BUY
N/A
146
146 $8,000

Others Institutions Holding DLS

# of Institutions
204
Shares Held
5.32M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL SMALL CAP D

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