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Geneos Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Geneos Wealth Management’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.8K Buy
1,090
+450
+70% +$34.1K ﹤0.01% 1274
2026
Q1 		$43.6K Hold
640
– – ﹤0.01% 1482
2025
Q4 		$45.4K Hold
640
– – ﹤0.01% 1430
2025
Q3 		$44.1K Hold
640
– – ﹤0.01% 1431
2025
Q2 		$41K Buy
640
+240
+60% +$14.3K ﹤0.01% 1687
2025
Q1 		$23.7K Sell
400
-641
-62% -$39.7K ﹤0.01% 1870
2024
Q4 		$63.7K Hold
1,041
– – ﹤0.01% 1224
2024
Q3 		$62.5K Hold
1,041
– – ﹤0.01% 1117
2024
Q2 		$59.2K Buy
1,041
+641
+160% +$35.4K ﹤0.01% 1016
2024
Q1 		$22.2K Hold
400
– – ﹤0.01% 1325
2023
Q4 		$20K Hold
400
– – ﹤0.01% 1350
2023
Q3 		$18.3K Hold
400
– – ﹤0.01% 1406
2023
Q2 		$18.7K Hold
400
– – ﹤0.01% 1402
2023
Q1 		$17.5K Sell
400
-300
-43% -$13K ﹤0.01% 1390
2022
Q4 		$29.1K Hold
700
– – ﹤0.01% 1230
2022
Q3 		$26K Hold
700
– – ﹤0.01% 1242
2022
Q2 		$28K Hold
700
– – ﹤0.01% 1525
2022
Q1 		$33K Hold
700
– – ﹤0.01% 1550
2021
Q4 		$35K Hold
700
– – ﹤0.01% 1631
2021
Q3 		$32K Buy
700
+300
+75% +$14.2K ﹤0.01% 1693
2021
Q2 		$18K Sell
400
-641
-62% -$29.2K ﹤0.01% 1956
2021
Q1 		$47K Hold
1,041
– – ﹤0.01% 1664
2020
Q4 		$17K Buy
1,041
+641
+160% +$24.3K ﹤0.01% 1990
2020
Q3 		$13K Hold
400
– – ﹤0.01% 1852
2020
Q2 		$12K Hold
400
– – ﹤0.01% 1833
2020
Q1 		$11K Hold
400
– – ﹤0.01% 1765
2019
Q4 		$14K Buy
+400
New +$14K ﹤0.01% 1830
2016
Q3 		– Sell
-3,900
Closed -$91K – 1971
2016
Q2 		$91K Buy
+3,900
New +$90.7K 0.01% 619

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Geneos Wealth Management increased its WisdomTree US LargeCap Fund (EPS) stake by 70% in Q2 2026, buying an estimated $34.1K and bringing the position to 1,090 shares worth $84.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Geneos Wealth Management first reported a position in EPS in Q2 2016 and has held it in 28 quarters since. The position peaked at $91K in Q2 2016. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Geneos Wealth Management held 1,090 shares of WisdomTree US LargeCap Fund worth $84.8K as of Q2 2026.
  • Geneos Wealth Management bought 450 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $34.1K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1274 holding.
  • Geneos Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q2 2016 and has held it in 28 quarters since.
  • Geneos Wealth Management's WisdomTree US LargeCap Fund position peaked at $91K in Q2 2016.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

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