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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
Q2 		$199K Sell
8,838
-350
-4% -$7.89K ﹤0.01% 997
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 Buy
9,014
+766
+9% +$16.8K ﹤0.01% 997
2025
Q1 		$181K Sell
8,248
-550
-6% -$12.3K 0.01% 944
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

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

Geneos Wealth Management reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 3.8% in Q2 2026, selling an estimated $7.89K and leaving 8,838 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Geneos Wealth Management first reported a position in HYZD in Q1 2020 and has held it in 26 quarters since. The position peaked at $476K in Q1 2022. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Geneos Wealth Management held 8,838 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $199K as of Q2 2026.
  • Geneos Wealth Management sold 350 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $7.89K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #997 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 26 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 Q2 2026.

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