Geneos Wealth Management Inc. Western Digital Corp Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Western Digital Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,388 shares of WDC stock, worth $104,058. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,388

Previous 1,569 11.54%

Holding current value

$104,058

Previous $63,000 11.11%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$40.43 - $72.03 $7,317 - $13,037	-181 Reduced 11.54%	1,388 $56,000
Q1 2025 May 07, 2025	BUY	$40.43 - $72.03 $46,413 - $82,690	1,148 Added 272.68%	1,569 $63,000
Q4 2024 Jan 21, 2025	BUY	$59.62 - $73.43 $3,756 - $4,626	63 Added 17.6%	421 $25,000
Q3 2024 Nov 14, 2024	BUY	$56.25 - $80.24 $8,887 - $12,677	158 Added 79.0%	358 $24,000
Q4 2023 Jan 26, 2024	SELL	$38.26 - $52.93 $1,377 - $1,905	-36 Reduced 15.25%	200 $10,000
Q3 2023 Oct 11, 2023	BUY	$37.36 - $45.96 $1,344 - $1,654	36 Added 18.0%	236 $10,000
Q4 2022 Jan 30, 2023	SELL	$30.21 - $39.75 $3,262 - $4,293	-108 Reduced 35.06%	200 $6,000
Q3 2022 Nov 14, 2022	SELL	$32.18 - $50.67 $8,045 - $12,667	-250 Reduced 44.8%	308 $10,000
Q2 2022 Jul 22, 2022	BUY	$44.83 - $62.86 $4,841 - $6,788	108 Added 24.0%	558 $25,000
Q1 2022 May 16, 2022	SELL	$44.47 - $67.62 $444 - $676	-10 Reduced 2.17%	450 $22,000
Q2 2021 Jul 08, 2021	SELL	$64.38 - $77.17 $14,614 - $17,517	-227 Reduced 33.04%	460 $32,000
Q4 2020 May 19, 2021	SELL	$35.96 - $55.39 $121,293 - $186,830	-3,373 Reduced 83.08%	687 $30,000
Q3 2020 Sep 07, 2021	BUY	$33.71 - $46.16 $58,992 - $80,780	1,750 Added 75.76%	4,060 $156,000
Q1 2020 Sep 07, 2021	SELL	$29.19 - $70.93 $11,442 - $27,804	-392 Reduced 14.51%	2,310 $97,000
Q4 2019 Sep 07, 2021	SELL	$47.39 - $63.47 $77,956 - $104,408	-1,645 Reduced 37.84%	2,702 $167,000
Q3 2019 Sep 07, 2021	BUY	$47.94 - $64.7 $11,649 - $15,722	243 Added 5.92%	4,347 $262,000
Q2 2019 Sep 07, 2021	BUY	$36.24 - $55.39 $7,537 - $11,521	208 Added 5.34%	4,104 $195,000
Q1 2019 Sep 07, 2021	SELL	$35.65 - $52.61 $36,077 - $53,241	-1,012 Reduced 20.62%	3,896 $187,000
Q4 2018 Sep 07, 2021	BUY	$35.06 - $58.36 $58,900 - $98,044	1,680 Added 52.04%	4,908 $180,000
Q3 2018 Sep 07, 2021	BUY	$54.98 - $80.08 $46,458 - $67,667	845 Added 35.46%	3,228 $188,000
Q2 2018 Sep 07, 2021	BUY	$76.77 - $92.51 $13,050 - $15,726	170 Added 7.68%	2,383 $184,000
Q1 2018 Sep 07, 2021	SELL	$80.09 - $106.45 $80 - $106	-1 Reduced 0.05%	2,213 $204,000
Q4 2017 Sep 07, 2021	BUY	$77.11 - $92.91 $3,084 - $3,716	40 Added 1.84%	2,214 $176,000
Q3 2017 Sep 07, 2021	BUY	$79.19 - $90.56 $791 - $905	10 Added 0.46%	2,174 $187,000
Q1 2017 Sep 07, 2021	SELL	N/A	-8 Reduced 0.37%	2,164 $178,000
Q3 2016 Sep 07, 2021	SELL	N/A	-25 Reduced 1.14%	2,172 $126,000
Q2 2016 Sep 07, 2021	BUY	N/A	71 Added 3.34%	2,197 $102,000
Q1 2016 Sep 07, 2021	BUY	N/A	2,126	2,126 $99,000

Others Institutions Holding WDC

# of Institutions

853

Shares Held

315M

Call Options Held

22.5M

Put Options Held

10.4M

View Full List

About WESTERN DIGITAL CORP

Ticker WDC
Exchange NASDAQ
Sector Technology
Industry Computer Hardware
Shares Outstandng 317,555,008
Market Cap $23.8B
Description
Western Digital Corporation develops, manufactures, and sells data storage devices and solutions in the United States, China, Hong Kong, Europe, the Middle East, Africa, rest of Asia, and internationally. It offers client devices, including hard disk drives (HDDs) and solid state drives (SSDs) for computing devices, such as desktop and notebook ...

More about WDC

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Geneos Wealth Management Inc. Western Digital Corp Transaction History