A detailed history of Geneos Wealth Management Inc. transactions in Digital Realty Trust, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,018 shares of DLR stock, worth $182,731. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,018
Previous 1,018 -0.0%
Holding current value
$182,731
Previous $154,000 6.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 23, 2024

BUY
$135.75 - $152.05 $5,430 - $6,082
40 Added 4.09%
1,018 $154,000
Q1 2024

May 03, 2024

SELL
$130.83 - $153.71 $1,308 - $1,537
-10 Reduced 1.01%
978 $140,000
Q4 2023

Jan 26, 2024

BUY
$115.15 - $138.78 $1,727 - $2,081
15 Added 1.54%
988 $132,000
Q3 2023

Oct 11, 2023

BUY
$113.8 - $132.11 $5,690 - $6,605
50 Added 5.42%
973 $117,000
Q2 2023

Aug 08, 2023

BUY
$86.49 - $113.87 $3,546 - $4,668
41 Added 4.65%
923 $105,000
Q1 2023

Apr 25, 2023

SELL
$91.42 - $119.92 $8,410 - $11,032
-92 Reduced 9.45%
882 $86,000
Q4 2022

Jan 30, 2023

SELL
$89.68 - $112.43 $6,546 - $8,207
-73 Reduced 6.97%
974 $97,000
Q3 2022

Nov 14, 2022

SELL
$23.5 - $136.93 $21,126 - $123,100
-899 Reduced 46.2%
1,047 $103,000
Q2 2022

Jul 22, 2022

SELL
$124.57 - $152.67 $747 - $916
-6 Reduced 0.31%
1,946 $252,000
Q1 2022

May 16, 2022

BUY
$132.23 - $175.09 $1,718 - $2,276
13 Added 0.67%
1,952 $276,000
Q4 2021

Feb 09, 2022

SELL
$139.73 - $176.87 $29,622 - $37,496
-212 Reduced 9.86%
1,939 $343,000
Q3 2021

Nov 09, 2021

SELL
$144.45 - $168.0 $6,355 - $7,392
-44 Reduced 2.0%
2,151 $312,000
Q2 2021

Jul 08, 2021

SELL
$141.26 - $163.94 $12,713 - $14,754
-90 Reduced 3.94%
2,195 $329,000
Q1 2021

Jun 17, 2021

SELL
$125.66 - $149.17 $12,566 - $14,916
-100 Reduced 4.19%
2,285 $352,000
Q4 2020

May 19, 2021

BUY
$128.09 - $159.06 $16,395 - $20,359
128 Added 5.67%
2,385 $338,000
Q3 2020

Sep 07, 2021

SELL
$139.19 - $161.1 $2,783 - $3,222
-20 Reduced 0.88%
2,257 $320,000
Q2 2020

Sep 07, 2021

BUY
$130.75 - $154.23 $22,227 - $26,219
170 Added 8.07%
2,277 $320,000
Q1 2020

Sep 07, 2021

BUY
$107.9 - $143.34 $64,955 - $86,290
602 Added 40.0%
2,107 $289,000
Q3 2019

Sep 07, 2021

SELL
$111.21 - $129.81 $2,669 - $3,115
-24 Reduced 1.57%
1,505 $193,000
Q2 2019

Sep 07, 2021

SELL
$112.8 - $124.88 $789 - $874
-7 Reduced 0.46%
1,529 $180,000
Q1 2019

Sep 07, 2021

BUY
$101.83 - $119.64 $10,081 - $11,844
99 Added 6.89%
1,536 $182,000
Q4 2018

Sep 07, 2021

SELL
$102.41 - $116.9 $3,277 - $3,740
-32 Reduced 2.18%
1,437 $152,000
Q3 2018

Sep 07, 2021

BUY
$111.52 - $124.3 $13,270 - $14,791
119 Added 8.81%
1,469 $165,000
Q2 2018

Sep 07, 2021

SELL
$100.99 - $111.58 $14,845 - $16,402
-147 Reduced 9.82%
1,350 $150,000
Q1 2018

Sep 07, 2021

SELL
$97.95 - $114.15 $45,742 - $53,308
-467 Reduced 23.78%
1,497 $157,000
Q4 2017

Sep 07, 2021

BUY
$109.31 - $123.88 $12,461 - $14,122
114 Added 6.16%
1,964 $223,000
Q3 2017

Sep 07, 2021

BUY
$111.82 - $126.04 $38,242 - $43,105
342 Added 22.68%
1,850 $218,000
Q2 2017

Sep 07, 2021

BUY
N/A
145 Added 10.64%
1,508 $170,000
Q1 2017

Sep 07, 2021

BUY
N/A
120 Added 9.65%
1,363 $145,000
Q4 2016

Sep 07, 2021

BUY
N/A
750 Added 152.13%
1,243 $122,000
Q3 2016

Sep 07, 2021

BUY
N/A
100 Added 25.45%
493 $47,000
Q2 2016

Sep 07, 2021

BUY
N/A
98 Added 33.22%
393 $42,000
Q1 2016

Sep 07, 2021

BUY
N/A
295
295 $26,000

Others Institutions Holding DLR

About DIGITAL REALTY TRUST, INC.


  • Ticker DLR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Specialty
  • Shares Outstandng 287,508,992
  • Market Cap $51.6B
  • Description
  • Digital Realty supports the world's leading enterprises and service providers by delivering the full spectrum of data center, colocation and interconnection solutions. PlatformDIGITALR, the company's global data center platform, provides customers a trusted foundation and proven Pervasive Datacenter Architecture PDxTM solution methodology for sc...
More about DLR
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.