Geneos Wealth Management Inc. Wisdomtree Tr Intl Largecap Di Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,708 shares of DOL stock, worth $206,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,708

Previous 4,768 22.23%

Holding current value

$206,943

Previous $257,000 28.79%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$49.25 - $53.57 $52,205 - $56,784	-1,060 Reduced 22.23%	3,708 $183,000
Q3 2024 Nov 14, 2024	SELL	$49.13 - $54.55 $9,432 - $10,473	-192 Reduced 3.87%	4,768 $257,000
Q2 2024 Jul 23, 2024	SELL	$49.5 - $53.37 $26,928 - $29,033	-544 Reduced 9.88%	4,960 $251,000
Q1 2024 May 03, 2024	SELL	$47.98 - $51.98 $36,368 - $39,400	-758 Reduced 12.1%	5,504 $284,000
Q4 2023 Jan 26, 2024	SELL	$43.94 - $49.34 $56,814 - $63,796	-1,293 Reduced 17.11%	6,262 $308,000
Q3 2023 Oct 11, 2023	BUY	$45.36 - $48.51 $1,360 - $1,455	30 Added 0.4%	7,555 $344,000
Q2 2023 Aug 08, 2023	BUY	$45.64 - $48.69 $730 - $779	16 Added 0.21%	7,525 $354,000
Q1 2023 Apr 25, 2023	BUY	$44.28 - $47.87 $81,652 - $88,272	1,844 Added 32.55%	7,509 $350,000
Q4 2022 Jan 30, 2023	BUY	$37.25 - $45.18 $4,805 - $5,828	129 Added 2.33%	5,665 $249,000
Q3 2022 Nov 14, 2022	BUY	$37.03 - $43.77 $4,258 - $5,033	115 Added 2.12%	5,536 $207,000
Q2 2022 Jul 22, 2022	BUY	$41.84 - $49.19 $33,220 - $39,056	794 Added 17.16%	5,421 $0
Q1 2022 May 16, 2022	BUY	$44.79 - $51.16 $138,893 - $158,647	3,101 Added 203.21%	4,627 $224,000
Q4 2021 Feb 09, 2022	BUY	$46.91 - $49.68 $1,078 - $1,142	23 Added 1.53%	1,526 $75,000
Q3 2021 Nov 09, 2021	BUY	$47.54 - $50.87 $190 - $203	4 Added 0.27%	1,503 $71,000
Q2 2021 Jul 08, 2021	BUY	$47.77 - $51.41 $14,569 - $15,680	305 Added 25.54%	1,499 $74,000
Q1 2021 Jun 17, 2021	SELL	$45.63 - $48.02 $40,154 - $42,257	-880 Reduced 42.43%	1,194 $57,000
Q4 2020 May 19, 2021	BUY	$39.37 - $46.23 $51,732 - $60,746	1,314 Added 172.89%	2,074 $98,000
Q2 2020 Sep 07, 2021	SELL	$35.15 - $43.29 $3,515 - $4,329	-100 Reduced 11.63%	760 $30,000
Q1 2020 Sep 07, 2021	BUY	$32.2 - $49.37 $1,610 - $2,468	50 Added 6.17%	860 $31,000
Q4 2019 Sep 07, 2021	BUY	$44.62 - $49.28 $2,231 - $2,464	50 Added 6.58%	810 $39,000
Q3 2017 Sep 07, 2021	SELL	N/A	-35 Reduced 4.4%	760 $37,000
Q2 2017 Sep 07, 2021	BUY	N/A	35 Added 4.61%	795 $37,000
Q4 2016 Sep 07, 2021	SELL	N/A	-102 Reduced 11.83%	760 $32,000
Q2 2016 Sep 07, 2021	BUY	N/A	760 Added 745.1%	862 $35,000
Q1 2016 Sep 07, 2021	BUY	N/A	102	102 $4,000

Others Institutions Holding DOL

# of Institutions

103

Shares Held

8.09M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
Sector ETFs
Industry ETFs

More about DOL

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Wisdomtree Tr Intl Largecap Di Transaction History