Geneos Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.42K | Hold |
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|
2025
Q2 | $4.75K | Sell |
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|
2025
Q1 | $8.74K | Buy |
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|
2024
Q4 | $4.53K | Sell |
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|
2024
Q3 | $55.2K | Hold |
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|
2024
Q2 | $52.8K | Hold |
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|
2024
Q1 | $47.7K | Buy |
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|
2023
Q4 | $40.8K | Hold |
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|
2023
Q3 | $36.5K | Hold |
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|
2023
Q2 | $34.6K | Hold |
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|
2023
Q1 | $31.4K | Hold |
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|
2022
Q4 | $32.4K | Hold |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $58K | Sell |
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|
2022
Q1 | $178K | Hold |
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|
2021
Q4 | $181K | Hold |
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|
2021
Q3 | $188K | Sell |
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|
2021
Q2 | $225K | Sell |
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|
2021
Q1 | $268K | Hold |
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|
2020
Q4 | $274K | Sell |
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|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $1.29M | Buy |
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|
2018
Q2 | $462K | Sell |
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|
2018
Q1 | $1.24M | Buy |
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|
2017
Q4 | $36K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.88M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $855K | Buy |
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