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 21,934 shares of IHDG stock, worth $990,539. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,934

Previous 23,999 8.6%

Holding current value

$990,539

Previous $1.04 Million 8.65%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$43.4 - $47.51 $89,621 - $98,108	-2,065 Reduced 8.6%	21,934 $951,000
Q1 2025 May 07, 2025	BUY	$43.4 - $47.51 $366,990 - $401,744	8,456 Added 54.4%	23,999 $1.04 Million
Q4 2024 Jan 21, 2025	BUY	$43.38 - $46.0 $72,878 - $77,280	1,680 Added 12.12%	15,543 $675,000
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

284

Shares Held

52.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Geneos Wealth Management Inc. Wisdomtree Tr Transaction History