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Geneos Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Geneos Wealth Management’s Portfolio HYZD Stock Details HYZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Hold
9,188
– – ﹤0.01% 954
2025
Q4 		$207K Buy
9,188
+350
+4% +$7.87K 0.01% 914
2025
Q3 		$199K Sell
8,838
-176
-2% -$3.95K 0.01% 907
2025
Q2 		$202K Sell
9,014
-7,482
-45% -$165K ﹤0.01% 997
2025
Q1 		$361K Buy
16,496
+7,698
+87% +$172K 0.01% 1018
2024
Q4 		$196K Buy
8,798
+339
+4% +$7.58K 0.01% 840
2024
Q3 		$187K Sell
8,459
-1,870
-18% -$41K 0.01% 785
2024
Q2 		$226K Sell
10,329
-1,107
-10% -$24.3K 0.01% 677
2024
Q1 		$252K Hold
11,436
– – 0.01% 645
2023
Q4 		$247K Buy
11,436
+2,395
+26% +$50.9K 0.01% 620
2023
Q3 		$191K Sell
9,041
-250
-3% -$5.3K 0.01% 691
2023
Q2 		$195K Sell
9,291
-13,220
-59% -$273K 0.01% 690
2023
Q1 		$468K Buy
22,511
+867
+4% +$18.1K 0.03% 456
2022
Q4 		$447K Sell
21,644
-1,020
-5% -$21.2K 0.03% 445
2022
Q3 		$456K Sell
22,664
-407
-2% -$8.41K 0.03% 416
2022
Q2 		$459K Buy
23,071
+1,324
+6% +$27.9K 0.02% 520
2022
Q1 		$476K Buy
21,747
+5,536
+34% +$120K 0.02% 539
2021
Q4 		$361K Buy
16,211
+2,811
+21% +$62.3K 0.01% 673
2021
Q3 		$297K Buy
13,400
+2,147
+19% +$47.6K 0.01% 717
2021
Q2 		$251K Buy
11,253
+1,954
+21% +$43.3K 0.01% 758
2021
Q1 		$205K Sell
9,299
-101
-1% -$2.22K 0.01% 955
2020
Q4 		$206K Buy
9,400
+3,875
+70% +$82.9K 0.01% 816
2020
Q3 		$113K Sell
5,525
-553
-9% -$11.5K 0.01% 896
2020
Q2 		$122K Buy
6,078
+2,650
+77% +$53.1K 0.01% 827
2020
Q1 		$66K Buy
+3,428
New +$75K ﹤0.01% 999

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Geneos Wealth Management's HYZD Position: Q1 2026 in Review

Geneos Wealth Management held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q1 2026 at 9,188 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Geneos Wealth Management first reported a position in HYZD in Q1 2020 and has held it in 25 quarters since. The position peaked at $476K in Q1 2022. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • Geneos Wealth Management held 9,188 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $202K as of Q1 2026.
  • Geneos Wealth Management left its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund share count unchanged in Q1 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #954 holding.
  • Geneos Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2020 and has held it in 25 quarters since.
  • Geneos Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $476K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.