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Geneos Wealth Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Geneos Wealth Management’s Portfolio EMCB Stock Details EMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-135
Closed -$9K – 1815
2016
Q1 		$9K Buy
+135
New +$8.82K ﹤0.01% 1338

Other funds holding EMCB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PLFAM
Pineno Levin & Ford Asset Management Richmond, Virginia $340M AUM 24.79% 1-Year Est. Return

Geneos Wealth Management's EMCB Position: Q2 2016 in Review

Geneos Wealth Management sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q2 2016, closing a stake of 135 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in EMCB in Q1 2016 and held it in 1 quarter. The position peaked at $9K in Q1 2016. 16 funds tracked by Wall St. Rank hold EMCB as of Q2 2016.

  • Geneos Wealth Management reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q2 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 135 WisdomTree Emerging Markets Corporate Bond Fund shares in Q2 2016, an estimated $9K.
  • Geneos Wealth Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2016 and held it in 1 quarter.
  • Geneos Wealth Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $9K in Q1 2016.
  • 16 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q2 2016.

Based on Geneos Wealth Management's 13F filing for Q2 2016, filed 7 Sep 2021.