Geneos Wealth Management Inc. Spdr Dow Jones Reit ETF Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 54,568 shares of RWR stock, worth $5.44 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
54,568
Previous 27,312 99.79%
Holding current value
$5.44 Million
Previous $2.71 Million 94.38%
% of portfolio
0.13%
Previous 0.09%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$86.33 - $99.71 $2.35 Million - $2.72 Million
27,256 Added 99.79%
54,568 $5.26 Million
Q1 2025

May 21, 2025
SELL
$95.15 - $104.06 $1.91 Million - $2.09 Million
-20,052 Reduced 42.34%
27,312 $2.71 Million
Q1 2025

May 07, 2025
BUY
$95.15 - $104.06 $2.13 Million - $2.33 Million
22,392 Added 89.67%
47,364 $4.69 Million
Q4 2024

Jan 21, 2025
BUY
$97.84 - $108.61 $82,674 - $91,775
845 Added 3.5%
24,972 $2.47 Million
Q3 2024

Nov 14, 2024
BUY
$92.36 - $108.47 $225,358 - $264,666
2,440 Added 11.25%
24,127 $2.58 Million
Q2 2024

Jul 23, 2024
BUY
$86.34 - $93.97 $98,859 - $107,595
1,145 Added 5.57%
21,687 $2.02 Million
Q1 2024

May 03, 2024
BUY
$90.16 - $96.33 $298,159 - $318,563
3,307 Added 19.19%
20,542 $1.94 Million
Q4 2023

Jan 26, 2024
SELL
$77.45 - $97.31 $59,094 - $74,247
-763 Reduced 4.24%
17,235 $1.64 Million
Q3 2023

Oct 11, 2023
SELL
$81.95 - $94.77 $146,526 - $169,448
-1,788 Reduced 9.04%
17,998 $1.49 Million
Q2 2023

Aug 08, 2023
BUY
$84.86 - $91.11 $163,949 - $176,024
1,932 Added 10.82%
19,786 $1.79 Million
Q1 2023

Apr 25, 2023
BUY
$81.79 - $99.43 $142,887 - $173,704
1,747 Added 10.85%
17,854 $1.59 Million
Q4 2022

Jan 30, 2023
BUY
$80.65 - $93.02 $161,541 - $186,319
2,003 Added 14.2%
16,107 $1.4 Million
Q3 2022

Nov 14, 2022
BUY
$83.14 - $106.49 $259,230 - $332,035
3,118 Added 28.38%
14,104 $1.19 Million
Q2 2022

Jul 22, 2022
BUY
$91.63 - $121.36 $95,111 - $125,971
1,038 Added 10.43%
10,986 $0
Q1 2022

May 16, 2022
BUY
$108.0 - $122.07 $461,592 - $521,727
4,274 Added 75.33%
9,948 $1.17 Million
Q4 2021

Feb 09, 2022
BUY
$106.6 - $122.16 $141,351 - $161,984
1,326 Added 30.5%
5,674 $693,000
Q3 2021

Nov 09, 2021
SELL
$105.43 - $114.38 $26,462 - $28,709
-251 Reduced 5.46%
4,348 $465,000
Q2 2021

Jul 08, 2021
SELL
$96.47 - $109.38 $8,103 - $9,187
-84 Reduced 1.79%
4,599 $486,000
Q1 2021

Jun 17, 2021
SELL
$83.32 - $97.35 $17,247 - $20,151
-207 Reduced 4.23%
4,683 $478,000
Q4 2020

May 19, 2021
BUY
$75.22 - $88.59 $19,481 - $22,944
259 Added 5.59%
4,890 $460,000
Q3 2020

Sep 07, 2021
SELL
$74.96 - $83.02 $21,363 - $23,660
-285 Reduced 5.8%
4,631 $355,000
Q2 2020

Sep 07, 2021
SELL
$65.24 - $89.61 $94,793 - $130,203
-1,453 Reduced 22.81%
4,916 $373,000
Q1 2020

Sep 07, 2021
BUY
$59.3 - $107.65 $15,240 - $27,666
257 Added 4.2%
6,369 $464,000
Q4 2019

Sep 07, 2021
BUY
$99.89 - $106.77 $59,234 - $63,314
593 Added 10.74%
6,112 $617,000
Q3 2019

Sep 07, 2021
BUY
$102.94 - $104.74 $52,499 - $53,417
510 Added 10.18%
5,519 $577,000
Q2 2019

Sep 07, 2021
BUY
N/A
2,616 Added 109.32%
5,009 $494,000
Q1 2019

Sep 07, 2021
BUY
N/A
812 Added 51.36%
2,393 $236,000
Q4 2018

Sep 07, 2021
SELL
N/A
-1,109 Reduced 41.23%
1,581 $135,000
Q3 2018

Sep 07, 2021
BUY
N/A
2,164 Added 411.41%
2,690 $250,000
Q2 2018

Sep 07, 2021
BUY
N/A
28 Added 5.62%
526 $49,000
Q1 2018

Sep 07, 2021
SELL
N/A
-50 Reduced 9.12%
498 $42,000
Q3 2017

Sep 07, 2021
BUY
N/A
1 Added 0.18%
548 $50,000
Q2 2017

Sep 07, 2021
BUY
N/A
189 Added 52.79%
547 $50,000
Q1 2017

Sep 07, 2021
BUY
N/A
1 Added 0.28%
358 $33,000
Q4 2016

Sep 07, 2021
BUY
N/A
1 Added 0.28%
357 $33,000
Q3 2016

Sep 07, 2021
BUY
N/A
11 Added 3.19%
356 $34,000
Q2 2016

Sep 07, 2021
SELL
N/A
-300 Reduced 46.51%
345 $34,000
Q1 2016

Sep 07, 2021
BUY
N/A
645
645 $61,000

Others Institutions Holding RWR

# of Institutions
287
Shares Held
12.5M
Call Options Held
0
Put Options Held
10.8K
View Full List

About SPDR DOW JONES REIT ETF

RWR Quotes by TradingView
  • Ticker RWR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about RWR
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