Geneos Wealth Management Inc. Wisdomtree Tr U.S Total Divide Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,975 shares of DTD stock, worth $311,640. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,975

Previous 4,050 1.85%

Holding current value

$311,640

Previous $310,000 2.9%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$75.44 - $80.53 $5,658 - $6,039	-75 Reduced 1.85%	3,975 $301,000
Q2 2024 Jul 23, 2024	SELL	$67.07 - $71.45 $13,413 - $14,290	-200 Reduced 4.71%	4,050 $286,000
Q4 2022 Jan 30, 2023	BUY	$55.0 - $63.6 $19,250 - $22,260	350 Added 8.97%	4,250 $257,000
Q3 2022 Nov 14, 2022	SELL	$54.26 - $63.28 $75,964 - $88,592	-1,400 Reduced 26.42%	3,900 $211,000
Q1 2022 May 16, 2022	BUY	$61.31 - $65.53 $9,196 - $9,829	150 Added 2.91%	5,300 $342,000
Q4 2021 Feb 09, 2022	BUY	$59.03 - $64.77 $152,002 - $166,782	2,575 Added 100.0%	5,150 $333,000
Q2 2021 Jul 08, 2021	BUY	$56.89 - $59.98 $14,222 - $14,995	250 Added 10.75%	2,575 $308,000
Q1 2021 Jun 17, 2021	BUY	$51.81 - $56.75 $9,066 - $9,931	175 Added 8.14%	2,325 $271,000
Q4 2020 May 19, 2021	BUY	$45.34 - $52.5 $4,534 - $5,250	100 Added 4.88%	2,150 $243,000
Q3 2016 Sep 07, 2021	BUY	N/A	400 Added 24.24%	2,050 $160,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,650	1,650 $123,000

Others Institutions Holding DTD

# of Institutions

198

Shares Held

8.63M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
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Geneos Wealth Management Inc. Wisdomtree Tr U.S Total Divide Transaction History