Geneos Wealth Management Inc. Donoghue Forlines Tactical Hig Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Donoghue Forlines Tactical Hig stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,858 shares of DFHY stock, worth $36,268. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,858
Previous 1,858 -0.0%
Holding current value
$36,268
Previous $36,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
BUY
$19.5 - $19.81 $18,115 - $18,403
929 Added 100.0%
1,858 $36,000
Q1 2025

May 21, 2025
SELL
$18.91 - $19.06 $17,567 - $17,706
-929 Reduced 50.0%
929 $17,000
Q1 2025

May 07, 2025
BUY
$18.91 - $19.06 $17,567 - $17,706
929 Added 100.0%
1,858 $35,000
Q4 2024

Jan 21, 2025
SELL
$19.05 - $21.58 $612,286 - $693,602
-32,141 Reduced 97.19%
929 $17,000
Q3 2024

Nov 14, 2024
BUY
$20.78 - $21.88 $20,821 - $21,923
1,002 Added 3.12%
33,070 $713,000
Q2 2024

Jul 23, 2024
SELL
$20.73 - $21.09 $26,700 - $27,163
-1,288 Reduced 3.86%
32,068 $667,000
Q1 2024

May 03, 2024
BUY
$20.82 - $21.17 $19,570 - $19,899
940 Added 2.9%
33,356 $704,000
Q4 2023

Jan 26, 2024
SELL
$19.82 - $21.16 $41,463 - $44,266
-2,092 Reduced 6.06%
32,416 $681,000
Q3 2023

Oct 11, 2023
BUY
$20.08 - $20.92 $40,039 - $41,714
1,994 Added 6.13%
34,508 $695,000
Q2 2023

Aug 08, 2023
SELL
$20.41 - $21.12 $22,512 - $23,295
-1,103 Reduced 3.28%
32,514 $672,000
Q1 2023

Apr 25, 2023
SELL
$20.41 - $21.34 $34,268 - $35,829
-1,679 Reduced 4.76%
33,617 $708,000
Q4 2022

Jan 30, 2023
SELL
$20.33 - $21.36 $61,315 - $64,421
-3,016 Reduced 7.87%
35,296 $722,000
Q3 2022

Nov 14, 2022
BUY
$20.71 - $22.47 $188,419 - $204,432
9,098 Added 31.14%
38,312 $799,000
Q2 2022

Jul 22, 2022
BUY
$21.05 - $23.21 $4,609 - $5,082
219 Added 0.76%
29,214 $0
Q1 2022

May 16, 2022
SELL
$23.11 - $24.62 $848,853 - $904,317
-36,731 Reduced 55.89%
28,995 $675,000
Q4 2021

Feb 09, 2022
SELL
$24.45 - $24.93 $34,498 - $35,176
-1,411 Reduced 2.1%
65,726 $1.62 Million
Q3 2021

Nov 09, 2021
BUY
$24.86 - $25.3 $9,546 - $9,715
384 Added 0.58%
67,137 $1.67 Million
Q2 2021

Jul 08, 2021
BUY
$24.93 - $25.2 $244,987 - $247,640
9,827 Added 17.26%
66,753 $1.69 Million
Q1 2021

Jun 17, 2021
BUY
$24.79 - $25.4 $239,198 - $245,084
9,649 Added 20.41%
56,926 $1.43 Million
Q4 2020

May 19, 2021
BUY
$24.96 - $25.21 $1.18 Million - $1.19 Million
47,277 New
47,277 $1.18 Million

Others Institutions Holding DFHY

# of Institutions
10
Shares Held
88.3K
Call Options Held
0
Put Options Held
0
View Full List

About DONOGHUE FORLINES TACTICAL HIG

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