Geneos Wealth Management Inc. Wiswisdomtree Tr Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,065 shares of DNL stock, worth $237,990. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,065

Previous 5,423 11.84%

Holding current value

$237,990

Previous $193,000 26.42%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$32.16 - $40.27 $20,646 - $25,853	642 Added 11.84%	6,065 $244,000
Q1 2025 May 21, 2025	SELL	$35.56 - $38.21 $12,766 - $13,717	-359 Reduced 6.21%	5,423 $193,000
Q1 2025 May 07, 2025	BUY	$35.56 - $38.21 $15,504 - $16,659	436 Added 8.16%	5,782 $206,000
Q4 2024 Jan 21, 2025	SELL	$35.98 - $39.39 $1,295 - $1,418	-36 Reduced 0.67%	5,346 $192,000
Q3 2024 Nov 14, 2024	SELL	$36.65 - $40.81 $12,131 - $13,508	-331 Reduced 5.79%	5,382 $212,000
Q2 2024 Jul 23, 2024	BUY	$37.04 - $39.97 $4,741 - $5,116	128 Added 2.29%	5,713 $223,000
Q1 2024 May 03, 2024	SELL	$35.41 - $39.06 $19,369 - $21,365	-547 Reduced 8.92%	5,585 $217,000
Q4 2023 Jan 26, 2024	SELL	$31.84 - $37.1 $125,768 - $146,545	-3,950 Reduced 39.18%	6,132 $226,000
Q3 2023 Oct 11, 2023	SELL	$33.17 - $36.65 $13,234 - $14,623	-399 Reduced 3.81%	10,082 $337,000
Q2 2023 Aug 08, 2023	BUY	$34.59 - $36.52 $118,920 - $125,555	3,438 Added 48.81%	10,481 $375,000
Q1 2023 Apr 25, 2023	SELL	$32.54 - $35.82 $50,306 - $55,377	-1,546 Reduced 18.0%	7,043 $249,000
Q4 2022 Jan 30, 2023	SELL	$27.4 - $33.63 $47,922 - $58,818	-1,749 Reduced 16.92%	8,589 $276,000
Q3 2022 Nov 14, 2022	SELL	$27.2 - $34.05 $8,976 - $11,236	-330 Reduced 3.09%	10,338 $284,000
Q2 2022 Jul 22, 2022	BUY	$31.69 - $40.37 $23,767 - $30,277	750 Added 7.56%	10,668 $0
Q1 2022 May 16, 2022	BUY	$36.81 - $43.65 $365,081 - $432,920	9,918 New	9,918 $393,000
Q2 2018 Sep 07, 2021	SELL	N/A	-300 Closed	0 $0
Q4 2017 Sep 07, 2021	BUY	N/A	300	300 $17,000

Others Institutions Holding DNL

# of Institutions

111

Shares Held

9.93M

Call Options Held

Put Options Held

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Geneos Wealth Management Inc. Wiswisdomtree Tr Transaction History