Geneos Wealth Management Inc. Vanguard Dividend Appreciation Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 18,894 shares of VIG stock, worth $3.44 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
18,894
Previous 15,084 25.26%
Holding current value
$3.44 Million
Previous $2.75 Million 25.26%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Aug 18, 2025
BUY
N/A
3,810 Added 25.26%
18,894 $3.44 Million
Q1 2025

May 21, 2025
SELL
N/A
-4,847 Reduced 24.32%
15,084 $2.75 Million
Q1 2025

May 07, 2025
BUY
N/A
5,968 Added 42.74%
19,931 $3.63 Million
Q4 2024

Jan 21, 2025
BUY
N/A
1,740 Added 14.24%
13,963 $2.54 Million
Q3 2024

Nov 14, 2024
SELL
$182.15 - $182.15 $110,200 - $110,200
-605 Reduced 4.72%
12,223 $2.23 Million
Q2 2024

Jul 23, 2024
BUY
$173.33 - $185.29 $98,798 - $105,615
570 Added 4.65%
12,828 $2.34 Million
Q1 2024

May 03, 2024
SELL
$168.47 - $182.98 $357,156 - $387,917
-2,120 Reduced 14.74%
12,258 $2.24 Million
Q4 2023

Jan 26, 2024
BUY
$150.16 - $171.16 $349,722 - $398,631
2,329 Added 19.33%
14,378 $2.45 Million
Q3 2023

Oct 11, 2023
SELL
$155.38 - $166.95 $247,831 - $266,285
-1,595 Reduced 11.69%
12,049 $1.87 Million
Q2 2023

Aug 08, 2023
BUY
$152.74 - $162.43 $224,527 - $238,772
1,470 Added 12.07%
13,644 $2.22 Million
Q1 2023

Apr 25, 2023
SELL
$147.24 - $158.33 $334,087 - $359,250
-2,269 Reduced 15.71%
12,174 $1.87 Million
Q4 2022

Jan 30, 2023
BUY
$144.84 - $158.71 $263,463 - $288,693
1,819 Added 14.41%
14,443 $2.19 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-10,907 Reduced 46.35%
12,624 $1.71 Million
Q2 2022

Jul 22, 2022
BUY
N/A
1,208 Added 5.41%
23,531 $0
Q1 2022

May 16, 2022
SELL
N/A
-71,107 Reduced 76.11%
22,323 $3.62 Million
Q4 2021

Feb 09, 2022
BUY
N/A
73,374 Added 365.85%
93,430 $16 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-734 Reduced 3.53%
20,056 $3.11 Million
Q2 2021

Jul 08, 2021
SELL
N/A
-20,588 Reduced 49.76%
20,790 $3.26 Million
Q1 2021

Jun 17, 2021
SELL
N/A
-1,516 Reduced 3.53%
41,378 $6.33 Million
Q4 2020

May 19, 2021
BUY
N/A
21,474 Added 100.25%
42,894 $3.62 Million
Q3 2020

Sep 07, 2021
SELL
N/A
-1,553 Reduced 6.76%
21,420 $2.72 Million
Q2 2020

Sep 07, 2021
SELL
N/A
-2,765 Reduced 10.74%
22,973 $2.63 Million
Q1 2020

Sep 07, 2021
SELL
N/A
-3,071 Reduced 10.66%
25,738 $2.62 Million
Q4 2019

Sep 07, 2021
BUY
N/A
3,983 Added 16.04%
28,809 $3.6 Million
Q3 2019

Sep 07, 2021
BUY
N/A
10,593 Added 74.43%
24,826 $2.95 Million
Q2 2019

Sep 07, 2021
BUY
N/A
594 Added 4.36%
14,233 $1.64 Million
Q1 2019

Sep 07, 2021
SELL
N/A
-125 Reduced 0.91%
13,639 $1.5 Million
Q4 2018

Sep 07, 2021
SELL
N/A
-1,705 Reduced 11.02%
13,764 $1.33 Million
Q3 2018

Sep 07, 2021
BUY
N/A
4,076 Added 35.78%
15,469 $1.71 Million
Q2 2018

Sep 07, 2021
SELL
N/A
-1,629 Reduced 12.51%
11,393 $1.16 Million
Q1 2018

Sep 07, 2021
SELL
N/A
-1,047 Reduced 7.44%
13,022 $1.32 Million
Q4 2017

Sep 07, 2021
BUY
N/A
2,331 Added 19.86%
14,069 $1.44 Million
Q3 2017

Sep 07, 2021
BUY
N/A
368 Added 3.24%
11,738 $1.11 Million
Q2 2017

Sep 07, 2021
BUY
N/A
2,175 Added 23.65%
11,370 $1.05 Million
Q1 2017

Sep 07, 2021
SELL
N/A
-331 Reduced 3.47%
9,195 $827,000
Q4 2016

Sep 07, 2021
BUY
N/A
145 Added 1.55%
9,526 $811,000
Q3 2016

Sep 07, 2021
SELL
N/A
-1,704 Reduced 15.37%
9,381 $787,000
Q2 2016

Sep 07, 2021
SELL
N/A
-292 Reduced 2.57%
11,085 $923,000
Q1 2016

Sep 07, 2021
BUY
N/A
11,377
11,377 $931,000

Others Institutions Holding VIG

# of Institutions
2,589
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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.

Choose your preferred platform and Sign Up 👇 Telegram Email