Geneos Wealth Management Inc. Ishares Core Dividend Growth E Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 91,579 shares of DGRO stock, worth $6.27 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
91,579
Previous 90,761 0.9%
Holding current value
$6.27 Million
Previous $5.8 Million 7.43%
% of portfolio
0.17%
Previous 0.15%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$64.12 - $68.08 $52,450 - $55,689
818 Added 0.9%
91,579 $6.23 Million
Q2 2025

Aug 18, 2025
BUY
$55.22 - $63.94 $2.61 Million - $3.02 Million
47,229 Added 108.49%
90,761 $5.8 Million
Q1 2025

May 21, 2025
SELL
$60.46 - $64.42 $2.95 Million - $3.15 Million
-48,856 Reduced 52.88%
43,532 $2.69 Million
Q1 2025

May 07, 2025
BUY
$60.46 - $64.42 $3.25 Million - $3.47 Million
53,819 Added 139.54%
92,388 $5.71 Million
Q4 2024

Jan 21, 2025
BUY
$60.73 - $64.94 $50,041 - $53,510
824 Added 2.18%
38,569 $2.37 Million
Q3 2024

Nov 14, 2024
SELL
$57.47 - $62.76 $90,630 - $98,972
-1,577 Reduced 4.01%
37,745 $2.37 Million
Q2 2024

Jul 23, 2024
BUY
$55.23 - $58.55 $164,309 - $174,186
2,975 Added 8.18%
39,322 $2.27 Million
Q1 2024

May 03, 2024
BUY
$53.33 - $58.06 $4,639 - $5,051
87 Added 0.24%
36,347 $2.11 Million
Q4 2023

Jan 26, 2024
BUY
$47.36 - $54.1 $51,385 - $58,698
1,085 Added 3.08%
36,260 $1.95 Million
Q3 2023

Oct 11, 2023
BUY
$49.53 - $53.28 $117,386 - $126,273
2,370 Added 7.22%
35,175 $1.74 Million
Q2 2023

Aug 08, 2023
BUY
$49.08 - $51.53 $31,018 - $32,566
632 Added 1.96%
32,805 $1.69 Million
Q1 2023

Apr 25, 2023
BUY
$47.94 - $51.79 $462,333 - $499,462
9,644 Added 42.81%
32,173 $1.61 Million
Q4 2022

Jan 30, 2023
BUY
$44.53 - $52.33 $213,387 - $250,765
4,792 Added 27.02%
22,529 $1.13 Million
Q3 2022

Nov 14, 2022
SELL
$44.47 - $52.73 $175,033 - $207,545
-3,936 Reduced 18.16%
17,737 $788,000
Q2 2022

Jul 22, 2022
BUY
$45.84 - $53.69 $27,504 - $32,214
600 Added 2.85%
21,673 $0
Q1 2022

May 16, 2022
BUY
$50.66 - $56.06 $358,723 - $396,960
7,081 Added 50.61%
21,073 $1.13 Million
Q4 2021

Feb 09, 2022
BUY
$50.43 - $55.68 $104,087 - $114,923
2,064 Added 17.3%
13,992 $777,000
Q3 2021

Nov 09, 2021
SELL
$50.23 - $53.1 $11,251 - $11,894
-224 Reduced 1.84%
11,928 $605,000
Q2 2021

Jul 08, 2021
SELL
$48.57 - $51.16 $427,076 - $449,849
-8,793 Reduced 41.98%
12,152 $619,000
Q1 2021

Jun 17, 2021
SELL
$44.11 - $48.56 $9,483 - $10,440
-215 Reduced 1.02%
20,945 $1.05 Million
Q4 2020

May 19, 2021
BUY
$38.76 - $44.82 $355,390 - $410,954
9,169 Added 76.47%
21,160 $646,000
Q3 2020

Sep 07, 2021
BUY
$37.36 - $41.95 $171,146 - $192,172
4,581 Added 61.82%
11,991 $468,000
Q2 2020

Sep 07, 2021
BUY
$31.16 - $40.84 $31,160 - $40,840
1,000 Added 15.6%
7,410 $270,000
Q1 2020

Sep 07, 2021
SELL
$27.99 - $43.13 $18,053 - $27,818
-645 Reduced 9.14%
6,410 $206,000
Q2 2019

Sep 07, 2021
SELL
N/A
-8,587 Reduced 54.9%
7,055 $269,000
Q1 2019

Sep 07, 2021
BUY
N/A
979 Added 6.68%
15,642 $574,000
Q4 2018

Sep 07, 2021
SELL
N/A
-960 Reduced 6.14%
14,663 $481,000
Q3 2018

Sep 07, 2021
BUY
N/A
9,793 Added 167.98%
15,623 $578,000
Q2 2018

Sep 07, 2021
BUY
N/A
1,200 Added 25.92%
5,830 $199,000
Q4 2017

Sep 07, 2021
SELL
N/A
-100,079 Reduced 95.58%
4,630 $161,000
Q3 2017

Sep 07, 2021
BUY
N/A
103,974 Added 14146.12%
104,709 $3.4 Million
Q4 2016

Sep 07, 2021
BUY
N/A
735
735 $21,000

Others Institutions Holding DGRO

# of Institutions
1,339
Shares Held
312M
Call Options Held
1.58M
Put Options Held
24.2K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

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