Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History

Geneos Wealth Management Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$29.36 - $35.56 $10,598 - $12,837	361 Added 5.22%	7,278 $258,000
Q1 2025 May 21, 2025	SELL	$32.57 - $35.82 $38,302 - $42,124	-1,176 Reduced 14.53%	6,917 $229,000
Q1 2025 May 07, 2025	BUY	$32.57 - $35.82 $246,131 - $270,691	7,557 Added 1409.89%	8,093 $268,000
Q4 2024 Jan 21, 2025	SELL	$33.62 - $35.69 $13,044 - $13,847	-388 Reduced 41.99%	536 $18,000
Q3 2024 Nov 14, 2024	BUY	$30.74 - $34.07 $28,403 - $31,480	924 New	924 $31,000

493

225M

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