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 Q3	$87.1K	Hold	1,090	–	–	﹤0.01%	1437
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

Geneos Wealth Management's EPS Position: Q3 2026 in Review

Geneos Wealth Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q3 2026 at 1,090 shares worth $87.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Geneos Wealth Management first reported a position in EPS in Q2 2016 and has held it in 29 quarters since. The position peaked at $91K in Q2 2016. 112 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Geneos Wealth Management held 1,090 shares of WisdomTree US LargeCap Fund worth $87.1K as of Q3 2026.
Geneos Wealth Management left its WisdomTree US LargeCap Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1437 holding.
Geneos Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q2 2016 and has held it in 29 quarters since.
Geneos Wealth Management's WisdomTree US LargeCap Fund position peaked at $91K in Q2 2016.
112 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.