Geneos Wealth Management Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 725 shares of WTV stock, worth $62,611. This represents 0.0% of its overall portfolio holdings.

Number of Shares
725
Previous 725 -0.0%
Holding current value
$62,611
Previous $58,000 3.45%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$70.89 - $75.25 $5,316 - $5,643
-75 Reduced 9.38%
725 $52,000
Q2 2021

Jul 08, 2021
BUY
$56.76 - $60.84 $21,568 - $23,119
380 Added 90.48%
800 $48,000
Q4 2020

May 19, 2021
BUY
$41.09 - $49.63 $821 - $992
20 Added 5.0%
420 $45,000
Q3 2020

Sep 07, 2021
BUY
$38.64 - $43.66 $15,456 - $17,464
400 New
400 $32,000

Others Institutions Holding WTV

# of Institutions
91
Shares Held
3.54M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
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