Geneos Wealth Management Inc. Docusign, Inc. Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Docusign, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,415 shares of DOCU stock, worth $165,089. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,415

Previous 1,879 28.53%

Holding current value

$165,089

Previous $152,000 23.68%

% of portfolio

0.0%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$70.35 - $93.84 $37,707 - $50,298	536 Added 28.53%	2,415 $188,000
Q1 2025 May 21, 2025	SELL	$74.7 - $97.7 $37,350 - $48,850	-500 Reduced 21.02%	1,879 $152,000
Q1 2025 May 07, 2025	BUY	$74.7 - $97.7 $37,872 - $49,533	507 Added 27.08%	2,379 $193,000
Q4 2024 Jan 21, 2025	SELL	$61.42 - $106.99 $98,087 - $170,863	-1,597 Reduced 46.04%	1,872 $168,000
Q2 2024 Jul 23, 2024	BUY	$50.84 - $61.13 $1,271 - $1,528	25 Added 0.73%	3,469 $185,000
Q4 2023 Jan 26, 2024	SELL	$38.53 - $63.11 $7,012 - $11,486	-182 Reduced 5.02%	3,444 $204,000
Q3 2023 Oct 11, 2023	SELL	$41.04 - $54.18 $28,030 - $37,004	-683 Reduced 15.85%	3,626 $152,000
Q2 2023 Aug 08, 2023	SELL	$47.4 - $59.15 $19,765 - $24,665	-417 Reduced 8.82%	4,309 $220,000
Q1 2023 Apr 25, 2023	SELL	$49.69 - $67.83 $9,043 - $12,345	-182 Reduced 3.71%	4,726 $275,000
Q4 2022 Jan 30, 2023	SELL	$39.8 - $59.55 $9,353 - $13,994	-235 Reduced 4.57%	4,908 $272,000
Q3 2022 Nov 14, 2022	SELL	$51.67 - $75.85 $76,678 - $112,561	-1,484 Reduced 22.39%	5,143 $274,000
Q2 2022 Jul 22, 2022	BUY	$56.81 - $112.28 $217,127 - $429,134	3,822 Added 136.26%	6,627 $380,000
Q1 2022 May 16, 2022	BUY	$73.24 - $157.01 $39,110 - $83,843	534 Added 23.51%	2,805 $300,000
Q4 2021 Feb 09, 2022	BUY	$135.09 - $284.11 $36,879 - $77,562	273 Added 13.66%	2,271 $345,000
Q3 2021 Nov 09, 2021	SELL	$256.89 - $310.05 $28,257 - $34,105	-110 Reduced 5.22%	1,998 $515,000
Q2 2021 Jul 08, 2021	SELL	$180.16 - $284.48 $38,193 - $60,309	-212 Reduced 9.14%	2,108 $587,000
Q1 2021 Jun 17, 2021	SELL	$192.84 - $265.16 $93,720 - $128,867	-486 Reduced 17.32%	2,320 $517,000
Q4 2020 May 19, 2021	BUY	$197.6 - $251.6 $89,908 - $114,478	455 Added 19.35%	2,806 $506,000
Q3 2020 Sep 07, 2021	BUY	$178.96 - $268.8 $1,968 - $2,956	11 Added 0.47%	2,351 $499,000
Q2 2020 Sep 07, 2021	BUY	$79.0 - $177.58 $102,305 - $229,966	1,295 Added 123.92%	2,340 $415,000
Q1 2020 Sep 07, 2021	BUY	$68.68 - $92.4 $13,736 - $18,480	200 Added 23.67%	1,045 $86,000
Q3 2019 Sep 07, 2021	SELL	$43.91 - $64.8 $32,888 - $48,535	-749 Reduced 46.99%	845 $51,000
Q2 2019 Sep 07, 2021	BUY	$47.9 - $57.66 $20,118 - $24,217	420 Added 35.78%	1,594 $79,000
Q1 2019 Sep 07, 2021	BUY	$38.83 - $58.85 $29,083 - $44,078	749 Added 176.24%	1,174 $60,000
Q4 2018 Sep 07, 2021	BUY	$37.41 - $48.85 $4,489 - $5,862	120 Added 39.34%	425 $17,000
Q3 2018 Sep 07, 2021	BUY	$51.71 - $67.87 $6,722 - $8,823	130 Added 74.29%	305 $16,000
Q2 2018 Sep 07, 2021	BUY	$38.63 - $63.95 $6,760 - $11,191	175 New	175 $9,000

Others Institutions Holding DOCU

# of Institutions

907

Shares Held

164M

Call Options Held

4.48M

Put Options Held

3.85M

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $13.7B
Description
DocuSign, Inc. provides electronic signature software in the United States and internationally. The company provides e-signature solution that enables businesses to digitally prepare, sign, act on, and manage agreements. It also offers CLM, which automates workflows across the entire agreement process; Insights that use artificial intelligence (...

More about DOCU

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Geneos Wealth Management Inc. Docusign, Inc. Transaction History