Geneos Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Sell |
|
|||||
|
2025
Q2 | $763K | Sell |
|
|||||
|
2025
Q1 | $1.56M | Buy |
|
|||||
|
2024
Q4 | $570K | Hold |
|
|||||
|
2024
Q3 | $567K | Sell |
|
|||||
|
2024
Q2 | $526K | Hold |
|
|||||
|
2024
Q1 | $535K | Sell |
|
|||||
|
2023
Q4 | $584K | Buy |
|
|||||
|
2023
Q3 | $505K | Sell |
|
|||||
|
2023
Q2 | $771K | Sell |
|
|||||
|
2023
Q1 | $836K | Buy |
|
|||||
|
2022
Q4 | $824K | Buy |
|
|||||
|
2022
Q3 | $647K | Sell |
|
|||||
|
2022
Q2 | $855K | Sell |
|
|||||
|
2022
Q1 | $1.05M | Sell |
|
|||||
|
2021
Q4 | $1.11M | Hold |
|
|||||
|
2021
Q3 | $1.05M | Buy |
|
|||||
|
2021
Q2 | $1.03M | Sell |
|
|||||
|
2021
Q1 | $2.92M | Sell |
|
|||||
|
2020
Q4 | $1.12M | Buy |
|
|||||
|
2020
Q3 | $792K | Sell |
|
|||||
|
2020
Q2 | $732K | Buy |
|
|||||
|
2020
Q1 | $586K | Buy |
|
|||||
|
2019
Q4 | $753K | Buy |
|
|||||
|
2019
Q3 | $633K | Buy |
|
|||||
|
2019
Q2 | $585K | Sell |
|
|||||
|
2019
Q1 | $595K | Buy |
|
|||||
|
2018
Q4 | $371K | Buy |
|
|||||
|
2018
Q3 | $417K | Sell |
|
|||||
|
2018
Q2 | $403K | Sell |
|
|||||
|
2018
Q1 | $408K | Sell |
|
|||||
|
2017
Q4 | $492K | Buy |
|
|||||
|
2017
Q3 | $430K | Sell |
|
|||||
|
2017
Q2 | $414K | Sell |
|
|||||
|
2017
Q1 | $426K | Buy |
|
|||||
|
2016
Q4 | $348K | Hold |
|
|||||
|
2016
Q3 | $322K | Sell |
|
|||||
|
2016
Q2 | $405K | Sell |
|
|||||
|
2016
Q1 | $1.02M | Buy |
|