Geneos Wealth Management Inc. Wisdomtree Tr Intl Largecap Di Transaction History

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,960 shares of DOL stock, worth $264,120. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,960
Previous 5,504 9.88%
Holding current value
$264,120
Previous $284,000 11.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 23, 2024
SELL
$49.5 - $53.37 $26,928 - $29,033
-544 Reduced 9.88%
4,960 $251,000
Q1 2024

May 03, 2024
SELL
$47.98 - $51.98 $36,368 - $39,400
-758 Reduced 12.1%
5,504 $284,000
Q4 2023

Jan 26, 2024
SELL
$43.94 - $49.34 $56,814 - $63,796
-1,293 Reduced 17.11%
6,262 $308,000
Q3 2023

Oct 11, 2023
BUY
$45.36 - $48.51 $1,360 - $1,455
30 Added 0.4%
7,555 $344,000
Q2 2023

Aug 08, 2023
BUY
$45.64 - $48.69 $730 - $779
16 Added 0.21%
7,525 $354,000
Q1 2023

Apr 25, 2023
BUY
$44.28 - $47.87 $81,652 - $88,272
1,844 Added 32.55%
7,509 $350,000
Q4 2022

Jan 30, 2023
BUY
$39.21 - $45.18 $5,058 - $5,828
129 Added 2.33%
5,665 $249,000
Q3 2022

Nov 14, 2022
BUY
N/A
115 Added 2.12%
5,536 $207,000
Q2 2022

Jul 22, 2022
BUY
N/A
794 Added 17.16%
5,421 $0
Q1 2022

May 16, 2022
BUY
N/A
3,101 Added 203.21%
4,627 $224,000
Q4 2021

Feb 09, 2022
BUY
N/A
23 Added 1.53%
1,526 $75,000
Q3 2021

Nov 09, 2021
BUY
N/A
4 Added 0.27%
1,503 $71,000
Q2 2021

Jul 08, 2021
BUY
N/A
305 Added 25.54%
1,499 $74,000
Q1 2021

Jun 17, 2021
SELL
N/A
-880 Reduced 42.43%
1,194 $57,000
Q4 2020

May 19, 2021
BUY
N/A
1,314 Added 172.89%
2,074 $98,000
Q2 2020

Sep 07, 2021
SELL
N/A
-100 Reduced 11.63%
760 $30,000
Q1 2020

Sep 07, 2021
BUY
N/A
50 Added 6.17%
860 $31,000
Q4 2019

Sep 07, 2021
BUY
N/A
50 Added 6.58%
810 $39,000
Q3 2017

Sep 07, 2021
SELL
N/A
-35 Reduced 4.4%
760 $37,000
Q2 2017

Sep 07, 2021
BUY
N/A
35 Added 4.61%
795 $37,000
Q4 2016

Sep 07, 2021
SELL
N/A
-102 Reduced 11.83%
760 $32,000
Q2 2016

Sep 07, 2021
BUY
N/A
760 Added 745.1%
862 $35,000
Q1 2016

Sep 07, 2021
BUY
N/A
102
102 $4,000

Others Institutions Holding DOL

# of Institutions
97
Shares Held
8.27M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL LARGECAP DI

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