Geneos Wealth Management Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,824 shares of DON stock, worth $448,700. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,824
Previous 9,651 8.57%
Holding current value
$448,700
Previous $483,000 4.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2025
SELL
$50.02 - $53.28 $41,366 - $44,062
-827 Reduced 8.57%
8,824 $461,000
Q2 2025

Aug 18, 2025
BUY
$43.28 - $50.37 $72,710 - $84,621
1,680 Added 21.08%
9,651 $483,000
Q1 2025

May 21, 2025
SELL
$48.02 - $53.02 $125,332 - $138,382
-2,610 Reduced 24.67%
7,971 $394,000
Q1 2025

May 07, 2025
BUY
$48.02 - $53.02 $141,851 - $156,621
2,954 Added 38.73%
10,581 $523,000
Q4 2024

Jan 21, 2025
SELL
$50.53 - $55.55 $2,324 - $2,555
-46 Reduced 0.6%
7,627 $388,000
Q3 2024

Nov 14, 2024
SELL
$46.17 - $51.13 $369 - $409
-8 Reduced 0.1%
7,673 $392,000
Q2 2024

Jul 23, 2024
BUY
$45.6 - $48.78 $10,488 - $11,219
230 Added 3.09%
7,681 $359,000
Q1 2024

May 03, 2024
BUY
$44.21 - $48.77 $176 - $195
4 Added 0.05%
7,451 $363,000
Q4 2023

Jan 26, 2024
BUY
$38.7 - $46.0 $193 - $230
5 Added 0.07%
7,447 $340,000
Q3 2023

Oct 11, 2023
SELL
$40.51 - $44.22 $30,666 - $33,474
-757 Reduced 9.23%
7,442 $304,000
Q2 2023

Aug 08, 2023
BUY
$38.91 - $42.05 $30,349 - $32,799
780 Added 10.51%
8,199 $344,000
Q1 2023

Apr 25, 2023
BUY
$39.05 - $45.4 $25,538 - $29,691
654 Added 9.67%
7,419 $304,000
Q4 2022

Jan 30, 2023
BUY
$38.62 - $43.71 $52,561 - $59,489
1,361 Added 25.19%
6,765 $278,000
Q3 2022

Nov 14, 2022
SELL
$37.67 - $44.3 $76,394 - $89,840
-2,028 Reduced 27.29%
5,404 $203,000
Q2 2022

Jul 22, 2022
SELL
$38.16 - $45.36 $33,733 - $40,098
-884 Reduced 10.63%
7,432 $0
Q1 2022

May 16, 2022
SELL
$42.12 - $45.3 $74,720 - $80,362
-1,774 Reduced 17.58%
8,316 $369,000
Q4 2021

Feb 09, 2022
SELL
$41.76 - $45.13 $28,939 - $31,275
-693 Reduced 6.43%
10,090 $447,000
Q3 2021

Nov 09, 2021
SELL
$40.05 - $43.23 $15,459 - $16,686
-386 Reduced 3.46%
10,783 $453,000
Q2 2021

Jul 08, 2021
SELL
$40.83 - $43.68 $2,368 - $2,533
-58 Reduced 0.52%
11,169 $471,000
Q1 2021

Jun 17, 2021
SELL
$34.36 - $41.24 $66,417 - $79,716
-1,933 Reduced 14.69%
11,227 $472,000
Q4 2020

May 19, 2021
SELL
$29.07 - $35.03 $93,867 - $113,111
-3,229 Reduced 19.7%
13,160 $532,000
Q3 2020

Sep 07, 2021
SELL
$27.33 - $30.91 $112,326 - $127,040
-4,110 Reduced 20.05%
16,389 $466,000
Q2 2020

Sep 07, 2021
SELL
$22.29 - $32.04 $14,934 - $21,466
-670 Reduced 3.17%
20,499 $559,000
Q1 2020

Sep 07, 2021
SELL
$20.48 - $38.6 $527,380 - $993,988
-25,751 Reduced 54.88%
21,169 $512,000
Q4 2019

Sep 07, 2021
BUY
$34.97 - $38.17 $250,070 - $272,953
7,151 Added 17.98%
46,920 $1.78 Million
Q3 2019

Sep 07, 2021
BUY
$33.78 - $36.78 $644,623 - $701,872
19,083 Added 92.25%
39,769 $1.44 Million
Q2 2019

Sep 07, 2021
BUY
$33.9 - $36.88 $33,120 - $36,031
977 Added 4.96%
20,686 $748,000
Q1 2019

Sep 07, 2021
BUY
$31.29 - $36.15 $254,512 - $294,044
8,134 Added 70.27%
19,709 $705,000
Q4 2018

Sep 07, 2021
BUY
$29.98 - $36.73 $2,068 - $2,534
69 Added 0.6%
11,575 $362,000
Q3 2018

Sep 07, 2021
SELL
$36.7 - $37.37 $5,211 - $5,306
-142 Reduced 1.22%
11,506 $424,000
Q2 2018

Sep 07, 2021
BUY
N/A
3,420 Added 41.57%
11,648 $417,000
Q1 2018

Sep 07, 2021
SELL
N/A
-635 Reduced 7.16%
8,228 $280,000
Q4 2017

Sep 07, 2021
BUY
N/A
5,960 Added 205.3%
8,863 $312,000
Q3 2017

Sep 07, 2021
SELL
N/A
-368 Reduced 11.25%
2,903 $290,000
Q2 2017

Sep 07, 2021
SELL
N/A
-179 Reduced 5.19%
3,271 $319,000
Q1 2017

Sep 07, 2021
BUY
N/A
574 Added 19.96%
3,450 $336,000
Q4 2016

Sep 07, 2021
SELL
N/A
-4 Reduced 0.14%
2,876 $271,000
Q3 2016

Sep 07, 2021
BUY
N/A
7 Added 0.24%
2,880 $261,000
Q2 2016

Sep 07, 2021
BUY
N/A
38 Added 1.34%
2,873 $257,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,835
2,835 $244,000

Others Institutions Holding DON

# of Institutions
497
Shares Held
44.5M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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.

Choose your preferred platform and Sign Up 👇 Telegram Email