Geneos Wealth Management Inc. DIMENSIONAL ETF TRUST Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025
Number of Shares
11,584
Previous 11,488 0.84%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
BUY
N/A
96 Added 0.84%
11,584 $0
Q1 2025

May 21, 2025
BUY
N/A
3,679 Added 47.11%
11,488 $0
Q1 2025

May 07, 2025
BUY
N/A
1,485 Added 23.48%
7,809 $0
Q4 2024

Jan 21, 2025
BUY
N/A
6,324 New
6,324 $0
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