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Geneos Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Geneos Wealth Management’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-425
Closed -$11.9K – 2698
2025
Q2 		$11.9K Sell
425
-850
-67% -$23K ﹤0.01% 2250
2025
Q1 		$34.1K Buy
1,275
+859
+206% +$22.4K ﹤0.01% 2101
2024
Q4 		$10.6K Buy
416
+10
+2% +$264 ﹤0.01% 2033
2024
Q3 		$11.3K Buy
+406
New +$11K ﹤0.01% 1793

Other funds holding ELD

Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geneos Wealth Management's ELD Position: Q3 2025 in Review

Geneos Wealth Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2025, closing a stake of 425 shares — an estimated $11.9K sold.

Geneos Wealth Management first reported a position in ELD in Q3 2024 and held it in 4 quarters. The position peaked at $34.1K in Q1 2025. 46 funds tracked by Wall St. Rank hold ELD as of Q3 2025.

  • Geneos Wealth Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 425 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2025, an estimated $11.9K.
  • Geneos Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $34.1K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.