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 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	Sell	640 -160	-20%	-$9.55K	﹤0.01%	1687
2025 Q1	$47.4K	Sell	800 -241	-23%	-$14.9K	﹤0.01%	1949
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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Geneos Wealth Management's EPS Position: Q1 2026 in Review

Geneos Wealth Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 640 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Geneos Wealth Management first reported a position in EPS in Q2 2016 and has held it in 27 quarters since. The position peaked at $91K in Q2 2016. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Geneos Wealth Management held 640 shares of WisdomTree US LargeCap Fund worth $43.6K as of Q1 2026.
Geneos Wealth Management left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1482 holding.
Geneos Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q2 2016 and has held it in 27 quarters since.
Geneos Wealth Management's WisdomTree US LargeCap Fund position peaked at $91K in Q2 2016.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.