Gen Wealth Group, Inc. Wisdomtree Bloomberg U.S. Doll Transaction History

Gen Wealth Group, Inc.

$432 Million
Q3 2024

A detailed history of Gen Wealth Group, Inc. transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 540,627 shares of USDU stock, worth $15.3 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

540,627

Previous 505,516 6.95%

Holding current value

$15.3 Million

Previous $13.7 Million 4.73%

% of portfolio

3.32%

Previous 3.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$26.31 - $27.16 $923,770 - $953,614	35,111 Added 6.95%	540,627 $14.3 Million
Q2 2024 Jul 17, 2024	BUY	$26.12 - $27.15 $105,994 - $110,174	4,058 Added 0.81%	505,516 $13.7 Million
Q1 2024 Apr 11, 2024	BUY	$25.3 - $26.2 $929,547 - $962,614	36,741 Added 7.91%	501,458 $13.1 Million
Q4 2023 Jan 11, 2024	SELL	$25.06 - $27.98 $212,784 - $237,578	-8,491 Reduced 1.79%	464,717 $11.7 Million
Q3 2023 Nov 13, 2023	BUY	$25.82 - $27.72 $351,358 - $377,213	13,608 Added 2.96%	473,208 $13.1 Million
Q2 2023 Jul 13, 2023	BUY	$25.7 - $26.68 $86,300 - $89,591	3,358 Added 0.74%	459,600 $12.2 Million
Q1 2023 Apr 11, 2023	BUY	$25.37 - $26.62 $1.6 Million - $1.68 Million	63,080 Added 16.04%	456,242 $11.9 Million
Q4 2022 Jan 19, 2023	BUY	$26.05 - $30.09 $4.98 Million - $5.75 Million	191,240 Added 94.71%	393,162 $0
Q3 2022 Oct 14, 2022	BUY	$27.94 - $30.12 $5.64 Million - $6.08 Million	201,922 New	201,922 $6.01 Million

Others Institutions Holding USDU

# of Institutions

Shares Held

5.4M

Call Options Held

13.5K

Put Options Held

1.6K

View Full List

About WISDOMTREE BLOOMBERG U.S. DOLL

Ticker USDU
Sector ETFs
Industry ETFs

More about USDU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Gen Wealth Group, Inc. with notifications on news.

Account

Gen Wealth Group, Inc. Wisdomtree Bloomberg U.S. Doll Transaction History