Geneos Wealth Management Inc. Wiswisdomtree Tr Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,346 shares of DNL stock, worth $194,273. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,346
Previous 5,382 0.67%
Holding current value
$194,273
Previous $212,000 9.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 21, 2025
SELL
$35.98 - $39.39 $1,295 - $1,418
-36 Reduced 0.67%
5,346 $192,000
Q3 2024

Nov 14, 2024
SELL
$36.65 - $40.81 $12,131 - $13,508
-331 Reduced 5.79%
5,382 $212,000
Q2 2024

Jul 23, 2024
BUY
$37.04 - $39.97 $4,741 - $5,116
128 Added 2.29%
5,713 $223,000
Q1 2024

May 03, 2024
SELL
$35.41 - $39.06 $19,369 - $21,365
-547 Reduced 8.92%
5,585 $217,000
Q4 2023

Jan 26, 2024
SELL
$31.84 - $37.1 $125,768 - $146,545
-3,950 Reduced 39.18%
6,132 $226,000
Q3 2023

Oct 11, 2023
SELL
$33.17 - $36.65 $13,234 - $14,623
-399 Reduced 3.81%
10,082 $337,000
Q2 2023

Aug 08, 2023
BUY
$34.59 - $36.52 $118,920 - $125,555
3,438 Added 48.81%
10,481 $375,000
Q1 2023

Apr 25, 2023
SELL
$32.54 - $35.82 $50,306 - $55,377
-1,546 Reduced 18.0%
7,043 $249,000
Q4 2022

Jan 30, 2023
SELL
$27.4 - $33.63 $47,922 - $58,818
-1,749 Reduced 16.92%
8,589 $276,000
Q3 2022

Nov 14, 2022
SELL
$27.2 - $34.05 $8,976 - $11,236
-330 Reduced 3.09%
10,338 $284,000
Q2 2022

Jul 22, 2022
BUY
$31.69 - $40.37 $23,767 - $30,277
750 Added 7.56%
10,668 $0
Q1 2022

May 16, 2022
BUY
$36.81 - $43.65 $365,081 - $432,920
9,918 New
9,918 $393,000
Q2 2018

Sep 07, 2021
SELL
N/A
-300 Closed
0 $0
Q4 2017

Sep 07, 2021
BUY
N/A
300
300 $17,000

Others Institutions Holding DNL

# of Institutions
115
Shares Held
12.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISWISDOMTREE TR

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