Geneos Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Geneos Wealth Management’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-394	Closed	-$13K	–	2430
2018 Q4	$13K	Buy	+394	New	+$14.8K	﹤0.01%	1689
2017 Q4	–	Sell	-180	Closed	-$6K	–	2179
2017 Q3	$6K	Hold	180	–	–	﹤0.01%	1710
2017 Q2	$6K	Sell	180 -135	-43%	-$4.79K	﹤0.01%	1670
2017 Q1	$11K	Hold	315	–	–	﹤0.01%	1447
2016 Q4	$10K	Buy	315 +135	+75%	+$4.43K	﹤0.01%	1425
2016 Q3	$5K	Hold	180	–	–	﹤0.01%	1561
2016 Q2	$5K	Hold	180	–	–	﹤0.01%	1509
2016 Q1	$5K	Buy	+180	New	+$5K	﹤0.01%	1474

Other funds holding EZM

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Geneos Wealth Management's EZM Position: Q1 2019 in Review

Geneos Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q1 2019, closing a stake of 394 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in EZM in Q1 2016 and held it in 8 quarters. The position peaked at $13K in Q4 2018. 132 funds tracked by Wall St. Rank hold EZM as of Q1 2019.

Geneos Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q1 2019 after selling out during the quarter.
Geneos Wealth Management sold 394 WisdomTree US MidCap Fund shares in Q1 2019, an estimated $13K.
Geneos Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2016 and held it in 8 quarters.
Geneos Wealth Management's WisdomTree US MidCap Fund position peaked at $13K in Q4 2018.
132 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.