Geneos Wealth Management’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Buy |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $192K | Sell |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $223K | Buy |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $375K | Buy |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $17K | Buy |
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