Geneos Wealth Management
EUDG icon

Geneos Wealth Management’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Geneos Wealth Management’s Portfolio EUDG Stock Details EUDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$993K Buy
26,391
+1,146
+5% +$45K 0.02% 587
2026
Q2 		$981K Sell
25,245
-1,928
-7% -$73.8K 0.02% 548
2026
Q1 		$989K Buy
27,173
+1,313
+5% +$50.3K 0.02% 513
2025
Q4 		$971K Sell
25,860
-486
-2% -$17.6K 0.02% 511
2025
Q3 		$928K Buy
26,346
+2,126
+9% +$73.7K 0.02% 505
2025
Q2 		$843K Buy
24,220
+12,697
+110% +$429K 0.02% 579
2025
Q1 		$375K Buy
+11,523
New +$371K 0.01% 716
2022
Q3 		– Sell
-250
Closed -$6K – 2189
2022
Q2 		$6K Hold
250
– – ﹤0.01% 2128
2022
Q1 		$7K Buy
+250
New +$8.02K ﹤0.01% 2215

Other funds holding EUDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Old Port Advisors
Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Geneos Wealth Management increased its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 4.5% in Q3 2026, buying an estimated $45K and bringing the position to 26,391 shares worth $993K. The position accounts for 0.02% of the portfolio, ranked #587.

Geneos Wealth Management first reported a position in EUDG in Q1 2022 and has held it in 9 quarters since. 24 funds tracked by Wall St. Rank hold EUDG as of Q3 2026.

  • Geneos Wealth Management held 26,391 shares of WisdomTree Europe Quality Dividend Growth Fund worth $993K as of Q3 2026.
  • Geneos Wealth Management bought 1,146 WisdomTree Europe Quality Dividend Growth Fund shares in Q3 2026, an estimated $45K.
  • WisdomTree Europe Quality Dividend Growth Fund made up 0.02% of Geneos Wealth Management's portfolio in Q3 2026, its #587 holding.
  • Geneos Wealth Management first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q1 2022 and has held it in 9 quarters since.
  • 24 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q3 2026.

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