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 13,863 shares of IHDG stock, worth $603,733. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,863
Previous 14,586 4.96%
Holding current value
$603,733
Previous $664,000 4.67%
% of portfolio
0.02%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$42.42 - $46.78 $30,669 - $33,821
-723 Reduced 4.96%
13,863 $633,000
Q2 2024

Jul 23, 2024
SELL
$43.96 - $46.57 $27,694 - $29,339
-630 Reduced 4.14%
14,586 $664,000
Q1 2024

May 03, 2024
SELL
$41.39 - $45.98 $16,390 - $18,208
-396 Reduced 2.54%
15,216 $699,000
Q4 2023

Jan 26, 2024
SELL
$37.18 - $42.02 $108,565 - $122,698
-2,920 Reduced 15.76%
15,612 $655,000
Q3 2023

Oct 11, 2023
BUY
$38.54 - $40.44 $17,343 - $18,198
450 Added 2.49%
18,532 $717,000
Q2 2023

Aug 08, 2023
BUY
$39.29 - $40.67 $88,481 - $91,588
2,252 Added 14.23%
18,082 $726,000
Q1 2023

Apr 25, 2023
BUY
$36.38 - $39.42 $76,325 - $82,703
2,098 Added 15.28%
15,830 $624,000
Q4 2022

Jan 30, 2023
BUY
$35.63 - $40.75 $254,790 - $291,403
7,151 Added 108.66%
13,732 $489,000
Q3 2022

Nov 14, 2022
SELL
$35.81 - $40.82 $8,952 - $10,205
-250 Reduced 3.66%
6,581 $236,000
Q2 2022

Jul 22, 2022
SELL
$37.42 - $43.67 $10,402 - $12,140
-278 Reduced 3.91%
6,831 $0
Q1 2022

May 16, 2022
SELL
$39.56 - $46.1 $1,424 - $1,659
-36 Reduced 0.5%
7,109 $305,000
Q3 2021

Nov 09, 2021
SELL
$43.17 - $46.44 $314,493 - $338,315
-7,285 Reduced 50.49%
7,145 $308,000
Q2 2021

Jul 08, 2021
BUY
$41.62 - $44.6 $101,053 - $108,288
2,428 Added 20.23%
14,430 $639,000
Q1 2021

Jun 17, 2021
BUY
$39.63 - $41.58 $28,731 - $30,145
725 Added 6.43%
12,002 $510,000
Q4 2020

May 19, 2021
BUY
$35.11 - $39.58 $129,555 - $146,050
3,690 Added 48.64%
11,277 $465,000
Q3 2020

Sep 07, 2021
BUY
$34.84 - $37.04 $42,295 - $44,966
1,214 Added 19.05%
7,587 $277,000
Q2 2020

Sep 07, 2021
SELL
$29.36 - $35.76 $910 - $1,108
-31 Reduced 0.48%
6,373 $223,000
Q1 2020

Sep 07, 2021
BUY
$26.65 - $37.66 $97,352 - $137,571
3,653 Added 132.79%
6,404 $189,000
Q3 2017

Sep 07, 2021
BUY
N/A
336 Added 13.91%
2,751 $84,000
Q3 2016

Sep 07, 2021
BUY
N/A
160 Added 7.1%
2,415 $63,000
Q2 2016

Sep 07, 2021
BUY
N/A
765 Added 51.34%
2,255 $57,000
Q1 2016

Sep 07, 2021
BUY
N/A
1,490
1,490 $37,000

Others Institutions Holding IHDG

# of Institutions
253
Shares Held
47.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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