Geneos Wealth Management Inc. Wisdomtree Tr Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 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 20,795 shares of IHDG stock, worth $969,462. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,795

Previous 21,934 5.19%

Holding current value

$969,462

Previous $951,000 1.58%

% of portfolio

0.02%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$38.54 - $46.0 $43,897 - $52,394	-1,139 Reduced 5.19%	20,795 $936,000
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

268

Shares Held

42.9M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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