Geneos Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $106K | Sell |
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|
2025
Q2 | $150K | Buy |
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|
2025
Q1 | $111K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $53K | Sell |
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|
2021
Q4 | $80K | Buy |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $71K | Hold |
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|
2021
Q1 | $67K | Hold |
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|
2020
Q4 | $64K | Sell |
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|
2020
Q3 | $73K | Buy |
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|
2020
Q2 | $67K | Sell |
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|
2020
Q1 | $69K | Hold |
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|
2019
Q4 | $104K | Hold |
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|
2019
Q3 | $101K | Hold |
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|
2019
Q2 | $102K | Buy |
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|
2019
Q1 | $81K | Sell |
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|
2018
Q4 | $73K | Buy |
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|
2018
Q3 | $83K | Hold |
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|
2018
Q2 | $79K | Hold |
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|
2018
Q1 | $77K | Hold |
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|
2017
Q4 | $82K | Hold |
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|
2017
Q3 | $78K | Hold |
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|
2017
Q2 | $76K | Sell |
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|
2017
Q1 | $79K | Sell |
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|
2016
Q4 | $110K | Hold |
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|
2016
Q3 | $105K | Buy |
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|
2016
Q2 | $94K | Buy |
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|
2016
Q1 | $65K | Buy |
|