Geneos Wealth Management Inc. Wisdomtree Tr Artificial Intel Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,125 shares of WTAI stock, worth $273,111. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,125
Previous 9,125 -0.0%
Holding current value
$273,111
Previous $173,000 29.48%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$19.0 - $24.32 $4,750 - $6,080
-250 Reduced 2.67%
9,125 $173,000
Q4 2023

Jan 26, 2024
BUY
$15.93 - $20.98 $9,558 - $12,588
600 Added 6.84%
9,375 $193,000
Q3 2023

Oct 11, 2023
BUY
$16.86 - $20.3 $142,467 - $171,535
8,450 Added 2600.0%
8,775 $152,000
Q2 2023

Aug 08, 2023
BUY
$15.77 - $19.67 $5,125 - $6,392
325 New
325 $6,000

Others Institutions Holding WTAI

# of Institutions
108
Shares Held
3.05M
Call Options Held
9.8K
Put Options Held
0
View Full List

About WISDOMTREE TR ARTIFICIAL INTEL

WTAI Quotes by TradingView
  • Ticker WTAI
  • Sector ETFs
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More about WTAI
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