Geneos Wealth Management Inc. Davis Fundamental ETF Tr Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 282,343 shares of DINT stock, worth $7.31 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
282,343
Previous 51,165 451.83%
Holding current value
$7.31 Million
Previous $1.18 Million 517.68%
% of portfolio
0.19%
Previous 0.04%

Shares

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

Aug 18, 2025
BUY
$19.97 - $25.86 $4.62 Million - $5.98 Million
231,178 Added 451.83%
282,343 $7.3 Million
Q1 2025

May 21, 2025
SELL
$20.94 - $24.54 $66,002 - $77,350
-3,152 Reduced 5.8%
51,165 $1.18 Million
Q1 2025

May 07, 2025
BUY
$20.94 - $24.54 $14,532 - $17,030
694 Added 1.29%
54,317 $1.26 Million
Q4 2024

Jan 21, 2025
BUY
$21.84 - $25.69 $1.17 Million - $1.38 Million
53,623 New
53,623 $1.17 Million

Others Institutions Holding DINT

# of Institutions
47
Shares Held
9.51M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DINT Quotes by TradingView
  • Ticker DINT
  • Sector ETFs
  • Industry ETFs
More about DINT
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email