Geneos Wealth Management Inc. First Trust ETF Dorsey Wright Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$31.94 - $34.04 $1,916 - $2,042	-60 Closed	0 $0
Q1 2020 Sep 07, 2021	SELL	$21.8 - $34.92 $333,213 - $533,752	-15,285 Reduced 99.61%	60 $1,000
Q4 2019 Sep 07, 2021	BUY	$30.15 - $33.49 $38,742 - $43,034	1,285 Added 9.14%	15,345 $513,000
Q3 2019 Sep 07, 2021	BUY	$29.79 - $31.82 $11,022 - $11,773	370 Added 2.7%	14,060 $433,000
Q2 2019 Sep 07, 2021	BUY	$28.98 - $31.02 $637 - $682	22 Added 0.16%	13,690 $423,000
Q1 2019 Sep 07, 2021	SELL	$25.49 - $29.97 $3,313 - $3,896	-130 Reduced 0.94%	13,668 $406,000
Q4 2018 Sep 07, 2021	BUY	$24.51 - $30.47 $17,157 - $21,329	700 Added 5.34%	13,798 $354,000
Q3 2018 Sep 07, 2021	BUY	$28.84 - $30.79 $73,974 - $78,976	2,565 Added 24.35%	13,098 $398,000
Q2 2018 Sep 07, 2021	BUY	$27.81 - $29.67 $54,507 - $58,153	1,960 Added 22.86%	10,533 $306,000
Q1 2018 Sep 07, 2021	BUY	$27.51 - $30.56 $112,048 - $124,470	4,073 Added 90.51%	8,573 $244,000
Q4 2017 Sep 07, 2021	BUY	$27.11 - $28.87 $121,995 - $129,915	4,500	4,500 $129,000

About FIRST TRUST ETF DORSEY WRIGHT

Ticker DWPP
Sector ETFs
Industry ETFs
Market Cap $4.01M

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