Geneos Wealth Management Inc. Western Asset Diversified Income Fund Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Western Asset Diversified Income Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,739 shares of WDI stock, worth $99,535. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,739
Previous 1,028 555.54%
Holding current value
$99,535
Previous $14,000 614.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
BUY
$12.85 - $14.92 $73,386 - $85,208
5,711 Added 555.54%
6,739 $100,000
Q1 2025

May 21, 2025
BUY
$14.4 - $15.26 $14,803 - $15,687
1,028 New
1,028 $14,000
Q1 2025

May 07, 2025
BUY
$14.4 - $15.26 $0 - $0
0 New
0 $0

Others Institutions Holding WDI

# of Institutions
76
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About Western Asset Diversified Income Fund

WDI Quotes by TradingView
  • Ticker WDI
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about WDI
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