Geneos Wealth Management Inc. Delaware Investments Dividend & Income Fund, Inc Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 30, 2023	SELL	$7.81 - $8.69 $3,905 - $4,345	-500 Reduced 29.41%	1,200 $9,000
Q3 2022 Nov 14, 2022	SELL	$7.61 - $9.69 $1,522 - $1,938	-200 Reduced 10.53%	1,700 $12,000
Q1 2022 May 16, 2022	SELL	$10.34 - $11.72 $1,034 - $1,172	-100 Reduced 5.0%	1,900 $20,000
Q3 2020 Sep 07, 2021	SELL	$7.9 - $8.84 $9,006 - $10,077	-1,140 Reduced 36.31%	2,000 $15,000
Q1 2019 Sep 07, 2021	BUY	$11.27 - $13.45 $22,540 - $26,900	2,000 Added 175.44%	3,140 $40,000
Q4 2018 Sep 07, 2021	BUY	$9.83 - $13.51 $11,206 - $15,401	1,140 New	1,140 $12,000

Others Institutions Holding DDF

# of Institutions

2

Shares Held

10K

Call Options Held

0

Put Options Held

0

Doyle Wealth Management St. Petersburg, FL

10K
Shares

$0
0.01% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

About DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC

Ticker DDF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Delaware Investments Dividend and Income Fund, Inc. is a closed-ended equity mutual fund launched by Delaware Management Holdings, Inc. It is managed by Delaware Management Company. The fund invests in public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily in...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.