Geneos Wealth Management Inc. Wisdomtree Tr Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 26,361 shares of DWM stock, worth $1.77 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
26,361
Previous 26,598 0.89%
Holding current value
$1.77 Million
Previous $1.69 Million 3.25%
% of portfolio
0.05%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$62.79 - $66.96 $14,881 - $15,869
-237 Reduced 0.89%
26,361 $1.75 Million
Q2 2025

Aug 18, 2025
BUY
$52.06 - $63.91 $156 - $191
3 Added 0.01%
26,598 $1.69 Million
Q1 2025

May 21, 2025
SELL
$52.19 - $59.86 $97,021 - $111,279
-1,859 Reduced 6.53%
26,595 $1.55 Million
Q1 2025

May 07, 2025
BUY
$52.19 - $59.86 $131,205 - $150,488
2,514 Added 9.69%
28,454 $1.65 Million
Q4 2024

Jan 21, 2025
BUY
$52.54 - $57.11 $171,700 - $186,635
3,268 Added 14.41%
25,940 $1.37 Million
Q3 2024

Nov 14, 2024
BUY
$52.24 - $58.1 $29,463 - $32,768
564 Added 2.55%
22,672 $1.31 Million
Q2 2024

Jul 23, 2024
BUY
$52.54 - $56.44 $121,262 - $130,263
2,308 Added 11.66%
22,108 $1.19 Million
Q1 2024

May 03, 2024
BUY
$50.94 - $55.08 $158,066 - $170,913
3,103 Added 18.58%
19,800 $1.09 Million
Q4 2023

Jan 26, 2024
BUY
$46.5 - $52.58 $114,762 - $129,767
2,468 Added 17.34%
16,697 $876,000
Q3 2023

Oct 11, 2023
BUY
$48.13 - $51.79 $51,884 - $55,829
1,078 Added 8.2%
14,229 $687,000
Q2 2023

Aug 08, 2023
BUY
$48.54 - $51.63 $188,189 - $200,169
3,877 Added 41.81%
13,151 $657,000
Q1 2023

Apr 25, 2023
BUY
$47.34 - $51.12 $117,213 - $126,573
2,476 Added 36.42%
9,274 $461,000
Q4 2022

Jan 30, 2023
BUY
$39.94 - $48.25 $144,462 - $174,520
3,617 Added 113.71%
6,798 $319,000
Q3 2022

Nov 14, 2022
BUY
$39.86 - $47.65 $88,329 - $105,592
2,216 Added 229.64%
3,181 $127,000
Q2 2022

Jul 22, 2022
BUY
$45.44 - $53.31 $34,080 - $39,982
750 Added 348.84%
965 $0
Q3 2017

Sep 07, 2021
SELL
N/A
-65 Reduced 23.21%
215 $11,000
Q3 2016

Sep 07, 2021
SELL
N/A
-113 Reduced 28.75%
280 $13,000
Q1 2016

Sep 07, 2021
BUY
N/A
393
393 $17,000

Others Institutions Holding DWM

# of Institutions
141
Shares Held
5.54M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
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