Geneos Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Geneos Wealth Management’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.26M	Buy	36,053 +199	+0.6%	+$33.4K	0.13%	185
2026 Q1	$5.69M	Sell	35,854 -7,423	-17%	-$1.17M	0.13%	185
2025 Q4	$6.24M	Sell	43,277 -2,792	-6%	-$383K	0.15%	161
2025 Q3	$5.9M	Sell	46,069 -421	-0.9%	-$51.7K	0.15%	173
2025 Q2	$5.31M	Sell	46,490 -1,342	-3%	-$147K	0.13%	196
2025 Q1	$5.27M	Sell	47,832 -2,097	-4%	-$231K	0.18%	142
2024 Q4	$5.51M	Buy	49,929 +329	+0.7%	+$36K	0.19%	118
2024 Q3	$5.26M	Buy	49,600 +548	+1%	+$58.2K	0.2%	117
2024 Q2	$5.53M	Sell	49,052 -197	-0.4%	-$21.4K	0.25%	92
2024 Q1	$5.34M	Buy	49,249 +49,030	+22,388%	+$4.89M	0.24%	97
2023 Q4	$19.3K	Hold	219	–	–	﹤0.01%	1369
2023 Q3	$19.3K	Buy	+219	New	+$18.7K	﹤0.01%	1378
2021 Q2	–	Sell	-57	Closed	-$3K	–	2910
2021 Q1	$3K	Buy	+57	New	+$3.32K	﹤0.01%	2787
2020 Q1	–	Sell	-70	Closed	-$3K	–	2511
2019 Q4	$3K	Hold	70	–	–	﹤0.01%	2288
2019 Q3	$3K	Buy	70 +43	+159%	+$2.08K	﹤0.01%	2215
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	2390
2019 Q1	$1K	Sell	27 -27,403	-100%	-$1.37M	﹤0.01%	2314
2018 Q4	$1.28M	Sell	27,430 -43,510	-61%	-$2.27M	0.09%	211
2018 Q3	$4.11M	Buy	+70,940	New	+$3.89M	0.27%	102
2018 Q2	–	Sell	-319	Closed	-$17K	–	2273
2018 Q1	$17K	Sell	319 -1,200	-79%	-$69.9K	﹤0.01%	1450
2017 Q4	$90K	Sell	1,519 -83	-5%	-$4.79K	0.01%	780
2017 Q3	$87K	Sell	1,602 -267	-14%	-$14K	0.01%	740
2017 Q2	$97K	Hold	1,869	–	–	0.01%	691
2017 Q1	$94K	Buy	1,869 +462	+33%	+$23.5K	0.01%	675
2016 Q4	$69K	Buy	+1,407	New	+$66.1K	0.01%	719

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Geneos Wealth Management's DXJ Position: Q2 2026 in Review

Geneos Wealth Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.56% in Q2 2026, buying an estimated $33.4K and bringing the position to 36,053 shares worth $6.26M. The position accounts for 0.13% of the portfolio, ranked #185.

Geneos Wealth Management first reported a position in DXJ in Q4 2016 and has held it in 25 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Geneos Wealth Management held 36,053 shares of WisdomTree Japan Hedged Equity Fund worth $6.26M as of Q2 2026.
Geneos Wealth Management bought 199 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $33.4K.
WisdomTree Japan Hedged Equity Fund made up 0.13% of Geneos Wealth Management's portfolio in Q2 2026, its #185 holding.
Geneos Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and has held it in 25 quarters since.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.