A detailed history of Geneos Wealth Management Inc. transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,674 shares of DWX stock, worth $93,108. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,674
Previous 2,671 0.11%
Holding current value
$93,108
Previous $94,000 1.06%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$33.95 - $35.74 $101 - $107
3 Added 0.11%
2,674 $93,000
Q4 2023

Jan 26, 2024

SELL
$31.99 - $35.64 $22,552 - $25,126
-705 Reduced 20.88%
2,671 $94,000
Q3 2023

Oct 11, 2023

SELL
$32.87 - $35.85 $3,451 - $3,764
-105 Reduced 3.02%
3,376 $111,000
Q2 2023

Aug 08, 2023

BUY
$33.81 - $35.83 $338 - $358
10 Added 0.29%
3,481 $119,000
Q1 2023

Apr 25, 2023

BUY
$32.57 - $35.0 $96,602 - $103,810
2,966 Added 587.33%
3,471 $118,000
Q3 2022

Nov 14, 2022

SELL
N/A
-335 Reduced 39.88%
505 $14,000
Q1 2022

May 16, 2022

SELL
N/A
-150 Reduced 15.15%
840 $32,000
Q4 2019

Sep 07, 2021

SELL
N/A
-1,300 Reduced 56.77%
990 $39,000
Q1 2019

Sep 07, 2021

BUY
N/A
1,405 Added 158.76%
2,290 $87,000
Q1 2017

Sep 07, 2021

BUY
N/A
180 Added 25.53%
885 $33,000
Q4 2016

Sep 07, 2021

SELL
N/A
-400 Reduced 36.2%
705 $25,000
Q1 2016

Sep 07, 2021

BUY
N/A
1,105
1,105 $38,000

Others Institutions Holding DWX

About SPDR INDEX SHS FDS S&P INTL DI


  • Ticker DWX
  • Sector ETFs
  • Industry ETFs
More about DWX
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.