Geneos Wealth Management Inc. Wisdomtree Tr Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 22,672 shares of DWM stock, worth $1.22 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

22,672

Previous 22,108 2.55%

Holding current value

$1.22 Million

Previous $1.19 Million 9.94%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

126

Shares Held

5.86M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Wisdomtree Tr Transaction History