Geneos Wealth Management Inc. Ishares Msci Kld 400 Social Et Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,669 shares of DSI stock, worth $591,982. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,669
Previous 4,579 1.97%
Holding current value
$591,982
Previous $531,000 10.73%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 22, 2025
BUY
$115.96 - $125.95 $10,436 - $11,335
90 Added 1.97%
4,669 $588,000
Q2 2025

Aug 18, 2025
BUY
$91.62 - $116.16 $279,349 - $354,171
3,049 Added 199.28%
4,579 $531,000
Q1 2025

May 21, 2025
SELL
$101.98 - $115.66 $311,446 - $353,225
-3,054 Reduced 66.62%
1,530 $156,000
Q1 2025

May 07, 2025
BUY
$101.98 - $115.66 $307,979 - $349,293
3,020 Added 193.09%
4,584 $469,000
Q4 2024

Jan 21, 2025
SELL
$107.41 - $115.71 $107 - $115
-1 Reduced 0.06%
1,564 $172,000
Q3 2024

Nov 14, 2024
BUY
$97.81 - $108.79 $4,010 - $4,460
41 Added 2.69%
1,565 $170,000
Q2 2024

Jul 23, 2024
SELL
$94.27 - $104.77 $18,854 - $20,954
-200 Reduced 11.6%
1,524 $158,000
Q1 2024

May 03, 2024
SELL
$89.27 - $100.81 $35,708 - $40,324
-400 Reduced 18.83%
1,724 $173,000
Q4 2022

Jan 30, 2023
SELL
$66.36 - $76.94 $1,327 - $1,538
-20 Reduced 0.93%
2,124 $152,000
Q3 2022

Nov 14, 2022
SELL
$66.97 - $81.69 $5,625 - $6,861
-84 Reduced 3.77%
2,144 $143,000
Q2 2022

Jul 22, 2022
BUY
$69.6 - $87.62 $5,846 - $7,360
84 Added 3.92%
2,228 $0
Q1 2022

May 16, 2022
SELL
$79.44 - $93.34 $66,650 - $78,312
-839 Reduced 28.13%
2,144 $185,000
Q4 2021

Feb 09, 2022
BUY
$83.4 - $93.49 $83 - $93
1 Added 0.03%
2,983 $277,000
Q3 2021

Nov 09, 2021
BUY
$82.17 - $87.81 $132,129 - $141,198
1,608 Added 117.03%
2,982 $251,000
Q2 2021

Jul 08, 2021
SELL
$77.33 - $82.83 $43,536 - $46,633
-563 Reduced 29.07%
1,374 $115,000
Q4 2020

May 19, 2021
BUY
$62.23 - $71.54 $77,849 - $89,496
1,251 Added 182.36%
1,937 $104,000
Q1 2020

Sep 07, 2021
SELL
$42.17 - $63.99 $13,536 - $20,540
-321 Reduced 31.88%
686 $65,000
Q4 2018

Sep 07, 2021
BUY
N/A
200 Added 24.78%
1,007 $92,000
Q3 2018

Sep 07, 2021
BUY
N/A
431 Added 114.63%
807 $86,000
Q2 2018

Sep 07, 2021
BUY
N/A
47 Added 14.29%
376 $37,000
Q3 2017

Sep 07, 2021
BUY
N/A
219 Added 199.09%
329 $30,000
Q2 2017

Sep 07, 2021
BUY
N/A
40 Added 57.14%
110 $9,000
Q1 2016

Sep 07, 2021
BUY
N/A
70
70 $5,000

Others Institutions Holding DSI

# of Institutions
643
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

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