Geneos Wealth Management
DXJ icon

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
Q3 		$6.18M Sell
102,669
-5,490
-5% -$325K 0.12% 198
2026
Q2 		$6.26M Buy
108,159
+597
+0.6% +$33.4K 0.13% 185
2026
Q1 		$5.69M Sell
107,562
-22,269
-17% -$1.17M 0.13% 185
2025
Q4 		$6.24M Sell
129,831
-8,376
-6% -$383K 0.15% 161
2025
Q3 		$5.9M Sell
138,207
-1,263
-0.9% -$51.7K 0.15% 173
2025
Q2 		$5.31M Sell
139,470
-4,026
-3% -$147K 0.13% 196
2025
Q1 		$5.27M Sell
143,496
-6,291
-4% -$231K 0.18% 142
2024
Q4 		$5.51M Buy
149,787
+987
+0.7% +$36K 0.19% 118
2024
Q3 		$5.26M Buy
148,800
+1,644
+1% +$58.2K 0.2% 117
2024
Q2 		$5.53M Sell
147,156
-591
-0.4% -$21.4K 0.25% 92
2024
Q1 		$5.34M Buy
147,747
+147,090
+22,388% +$4.89M 0.24% 97
2023
Q4 		$19.3K Hold
657
– – ﹤0.01% 1369
2023
Q3 		$19.3K Buy
+657
New +$18.7K ﹤0.01% 1378
2021
Q2 		– Sell
-171
Closed -$3K – 2910
2021
Q1 		$3K Buy
+171
New +$3.32K ﹤0.01% 2787
2020
Q1 		– Sell
-210
Closed -$3K – 2511
2019
Q4 		$3K Hold
210
– – ﹤0.01% 2288
2019
Q3 		$3K Buy
210
+129
+159% +$2.08K ﹤0.01% 2215
2019
Q2 		$1K Hold
81
– – ﹤0.01% 2390
2019
Q1 		$1K Sell
81
-82,209
-100% -$1.37M ﹤0.01% 2314
2018
Q4 		$1.28M Sell
82,290
-130,530
-61% -$2.27M 0.09% 211
2018
Q3 		$4.11M Buy
+212,820
New +$3.89M 0.27% 102
2018
Q2 		– Sell
-957
Closed -$17K – 2273
2018
Q1 		$17K Sell
957
-3,600
-79% -$69.9K ﹤0.01% 1450
2017
Q4 		$90K Sell
4,557
-249
-5% -$4.79K 0.01% 780
2017
Q3 		$87K Sell
4,806
-801
-14% -$14K 0.01% 740
2017
Q2 		$97K Hold
5,607
– – 0.01% 691
2017
Q1 		$94K Buy
5,607
+1,386
+33% +$23.5K 0.01% 675
2016
Q4 		$69K Buy
+4,221
New +$66.1K 0.01% 719

Other funds holding DXJ

Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Rice Partnership
Rice Partnership Honolulu, Hawaii $864M AUM 33.29% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Geneos Wealth Management's DXJ Position: Q3 2026 in Review

Geneos Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 5.1% in Q3 2026, selling an estimated $325K and leaving 102,669 shares worth $6.18M. The position accounts for 0.12% of the portfolio, ranked #198.

Geneos Wealth Management first reported a position in DXJ in Q4 2016 and has held it in 26 quarters since. The position peaked at $6.26M in Q2 2026. 278 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

  • Geneos Wealth Management held 102,669 shares of WisdomTree Japan Hedged Equity Fund worth $6.18M as of Q3 2026.
  • Geneos Wealth Management sold 5,490 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $325K.
  • WisdomTree Japan Hedged Equity Fund made up 0.12% of Geneos Wealth Management's portfolio in Q3 2026, its #198 holding.
  • Geneos Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and has held it in 26 quarters since.
  • Geneos Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $6.26M in Q2 2026.
  • 278 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.