Geneos Wealth Management Inc. Wisdomtree Tr Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 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 26,595 shares of DWM stock, worth $1.67 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

26,595

Previous 28,454 6.53%

Holding current value

$1.67 Million

Previous $1.65 Million 6.53%

% of portfolio

0.05%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

132

Shares Held

5.64M

Call Options Held

Put Options Held

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Geneos Wealth Management Inc. Wisdomtree Tr Transaction History