Geneos Wealth Management Inc. Wisdomtree Tr Us Small Cap Qua Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 125 shares of DGRS stock, worth $6,538. This represents 0.0% of its overall portfolio holdings.

Number of Shares
125
Previous 225 44.44%
Holding current value
$6,538
Previous $11,000 45.45%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$50.34 - $56.61 $5,034 - $5,661
-100 Reduced 44.44%
125 $6,000
Q4 2021

Feb 09, 2022
SELL
$44.94 - $48.57 $1,123 - $1,214
-25 Reduced 10.0%
225 $10,000
Q2 2021

Jul 08, 2021
BUY
$45.35 - $48.44 $11,337 - $12,110
250 New
250 $11,000

Others Institutions Holding DGRS

# of Institutions
120
Shares Held
4.95M
Call Options Held
100
Put Options Held
3K
View Full List

About WISDOMTREE TR US SMALL CAP QUA

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