Geneos Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $977K | Buy |
18,685
+2,709
| +17% | +$146K | 0.02% | 516 |
|
|
2025
Q4 | $848K | Buy |
15,976
+957
| +6% | +$49.6K | 0.02% | 542 |
|
|
2025
Q3 | $757K | Buy |
15,019
+1,140
| +8% | +$56.3K | 0.02% | 554 |
|
|
2025
Q2 | $668K | Sell |
13,879
-11,239
| -45% | -$537K | 0.02% | 627 |
|
|
2025
Q1 | $1.19M | Buy |
25,118
+24,758
| +6,877% | +$1.18M | 0.02% | 619 |
|
|
2024
Q4 | $15.7K | Sell |
360
-400
| -53% | -$17.6K | ﹤0.01% | 1843 |
|
|
2024
Q3 | $34.1K | Hold |
760
| – | – | ﹤0.01% | 1344 |
|
|
2024
Q2 | $34.4K | Hold |
760
| – | – | ﹤0.01% | 1198 |
|
|
2024
Q1 | $36.7K | Hold |
760
| – | – | ﹤0.01% | 1176 |
|
|
2023
Q4 | $32.6K | Sell |
760
-200
| -21% | -$8.09K | ﹤0.01% | 1206 |
|
|
2023
Q3 | $37.9K | Sell |
960
-200
| -17% | -$8.07K | ﹤0.01% | 1157 |
|
|
2023
Q2 | $47.5K | Hold |
1,160
| – | – | ﹤0.01% | 1093 |
|
|
2023
Q1 | $47.7K | Hold |
1,160
| – | – | ﹤0.01% | 1095 |
|
|
2022
Q4 | $40.6K | Sell |
1,160
-456
| -28% | -$15.8K | ﹤0.01% | 1117 |
|
|
2022
Q3 | $50K | Sell |
1,616
-480
| -23% | -$16.2K | ﹤0.01% | 1028 |
|
|
2022
Q2 | $69K | Sell |
2,096
-120
| -5% | -$4.3K | ﹤0.01% | 1151 |
|
|
2022
Q1 | $81K | Sell |
2,216
-200
| -8% | -$7.58K | ﹤0.01% | 1170 |
|
|
2021
Q4 | $96K | Sell |
2,416
-40
| -2% | -$1.58K | ﹤0.01% | 1186 |
|
|
2021
Q3 | $93K | Hold |
2,456
| – | – | ﹤0.01% | 1204 |
|
|
2021
Q2 | $94K | Sell |
2,456
-644
| -21% | -$24.3K | ﹤0.01% | 1186 |
|
|
2021
Q1 | $114K | Hold |
3,100
| – | – | ﹤0.01% | 1243 |
|
|
2020
Q4 | $112K | Buy |
3,100
+560
| +22% | +$18K | ﹤0.01% | 1093 |
|
|
2020
Q3 | $77K | Hold |
2,540
| – | – | ﹤0.01% | 1058 |
|
|
2020
Q2 | $76K | Sell |
2,540
-306
| -11% | -$8.71K | ﹤0.01% | 1035 |
|
|
2020
Q1 | $71K | Sell |
2,846
-1,908
| -40% | -$60.9K | ﹤0.01% | 969 |
|
|
2019
Q4 | $169K | Buy |
4,754
+2,214
| +87% | +$76.3K | 0.01% | 753 |
|
|
2019
Q3 | $84K | Hold |
2,540
| – | – | 0.01% | 956 |
|
|
2019
Q2 | $84K | Hold |
2,540
| – | – | 0.01% | 966 |
|
|
2019
Q1 | $81K | Hold |
2,540
| – | – | 0.01% | 939 |
|
|
2018
Q4 | $71K | Sell |
2,540
-548
| -18% | -$16.2K | 0.01% | 954 |
|
|
2018
Q3 | $97K | Buy |
3,088
+548
| +22% | +$17.6K | 0.01% | 893 |
|
|
2018
Q2 | $80K | Sell |
2,540
-748
| -23% | -$24.4K | 0.01% | 857 |
|
|
2018
Q1 | $103K | Hold |
3,288
| – | – | 0.01% | 742 |
|
|
2017
Q4 | $104K | Sell |
3,288
-308
| -9% | -$10K | 0.01% | 733 |
|
|
2017
Q3 | $116K | Buy |
3,596
+248
| +7% | +$7.77K | 0.01% | 655 |
|
|
2017
Q2 | $104K | Sell |
3,348
-1,182
| -26% | -$38.3K | 0.01% | 666 |
|
|
2017
Q1 | $142K | Hold |
4,530
| – | – | 0.01% | 563 |
|
|
2016
Q4 | $130K | Buy |
4,530
+1,340
| +42% | +$36.7K | 0.02% | 549 |
|
|
2016
Q3 | $85K | Buy |
3,190
+150
| +5% | +$3.96K | 0.01% | 639 |
|
|
2016
Q2 | $76K | Sell |
3,040
-174
| -5% | -$4.52K | 0.01% | 672 |
|
|
2016
Q1 | $82K | Buy |
+3,214
| New | +$81.4K | 0.01% | 642 |
|
Other funds holding HEDJ
BIG
Geneos Wealth Management's HEDJ Position: Q1 2026 in Review
Geneos Wealth Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 17% in Q1 2026, buying an estimated $146K and bringing the position to 18,685 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #516.
Geneos Wealth Management first reported a position in HEDJ in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.19M in Q1 2025. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.
- Geneos Wealth Management held 18,685 shares of WisdomTree Europe Hedged Equity Fund worth $977K as of Q1 2026.
- Geneos Wealth Management bought 2,709 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $146K.
- WisdomTree Europe Hedged Equity Fund made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #516 holding.
- Geneos Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $1.19M in Q1 2025.
- 220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.