Geneos Wealth Management Inc. Wisdomtree Tr Interest Rate He Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,838 shares of HYZD stock, worth $198,324. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,838
Previous 9,014 1.95%
Holding current value
$198,324
Previous $201,000 1.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2025
SELL
$22.25 - $22.65 $3,916 - $3,986
-176 Reduced 1.95%
8,838 $198,000
Q2 2025

Aug 18, 2025
BUY
$21.04 - $22.42 $16,116 - $17,173
766 Added 9.29%
9,014 $201,000
Q1 2025

May 07, 2025
SELL
$21.89 - $22.65 $12,039 - $12,457
-550 Reduced 6.25%
8,248 $180,000
Q4 2024

Jan 21, 2025
BUY
$22.04 - $22.59 $7,471 - $7,658
339 Added 4.01%
8,798 $195,000
Q3 2024

Nov 14, 2024
SELL
$21.43 - $22.18 $40,074 - $41,476
-1,870 Reduced 18.1%
8,459 $187,000
Q2 2024

Jul 23, 2024
SELL
$21.78 - $22.12 $24,110 - $24,486
-1,107 Reduced 9.68%
10,329 $225,000
Q4 2023

Jan 26, 2024
BUY
$20.75 - $21.84 $49,696 - $52,306
2,395 Added 26.49%
11,436 $247,000
Q3 2023

Oct 11, 2023
SELL
$20.96 - $21.39 $5,240 - $5,347
-250 Reduced 2.69%
9,041 $190,000
Q2 2023

Aug 08, 2023
SELL
$20.23 - $21.02 $267,440 - $277,884
-13,220 Reduced 58.73%
9,291 $195,000
Q1 2023

Apr 25, 2023
BUY
$20.14 - $21.3 $17,461 - $18,467
867 Added 4.01%
22,511 $467,000
Q4 2022

Jan 30, 2023
SELL
$20.17 - $21.18 $20,573 - $21,603
-1,020 Reduced 4.5%
21,644 $447,000
Q3 2022

Nov 14, 2022
SELL
$19.86 - $21.37 $8,083 - $8,697
-407 Reduced 1.76%
22,664 $456,000
Q2 2022

Jul 22, 2022
BUY
$19.9 - $22.07 $26,347 - $29,220
1,324 Added 6.09%
23,071 $0
Q1 2022

May 16, 2022
BUY
$21.08 - $22.3 $116,698 - $123,452
5,536 Added 34.15%
21,747 $476,000
Q4 2021

Feb 09, 2022
BUY
$21.78 - $22.33 $61,223 - $62,769
2,811 Added 20.98%
16,211 $361,000
Q3 2021

Nov 09, 2021
BUY
$22.03 - $22.36 $47,298 - $48,006
2,147 Added 19.08%
13,400 $297,000
Q2 2021

Jul 08, 2021
BUY
$22.0 - $22.27 $42,988 - $43,515
1,954 Added 21.01%
11,253 $251,000
Q1 2021

Jun 17, 2021
SELL
$21.7 - $22.28 $2,191 - $2,250
-101 Reduced 1.07%
9,299 $205,000
Q4 2020

May 19, 2021
BUY
$20.76 - $21.83 $80,445 - $84,591
3,875 Added 70.14%
9,400 $206,000
Q3 2020

Sep 07, 2021
SELL
$20.23 - $21.19 $11,187 - $11,718
-553 Reduced 9.1%
5,525 $113,000
Q2 2020

Sep 07, 2021
BUY
$18.37 - $20.96 $48,680 - $55,544
2,650 Added 77.3%
6,078 $122,000
Q1 2020

Sep 07, 2021
BUY
$17.2 - $23.39 $58,961 - $80,180
3,428 New
3,428 $66,000

Others Institutions Holding HYZD

# of Institutions
63
Shares Held
5.89M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTEREST RATE HE

HYZD Quotes by TradingView
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