Geneos Wealth Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Sell	3,445 -384	-10%	-$25.5K	﹤0.01%	968
2026 Q1	$241K	Buy	3,829 +50	+1%	+$3.4K	0.01%	904
2025 Q4	$233K	Buy	3,779 +488	+15%	+$29.3K	0.01%	882
2025 Q3	$189K	Buy	+3,291	New	+$167K	﹤0.01%	922

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Geneos Wealth Management reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 10% in Q2 2026, selling an estimated $25.5K and leaving 3,445 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Geneos Wealth Management first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $241K in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Geneos Wealth Management held 3,445 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $210K as of Q2 2026.
Geneos Wealth Management sold 384 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $25.5K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #968 holding.
Geneos Wealth Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
Geneos Wealth Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $241K in Q1 2026.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

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