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Geneos Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Geneos Wealth Management’s Portfolio IHDG Stock Details IHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Buy
24,620
+1,325
+6% +$67.3K 0.03% 482
2026
Q1 		$1.12M Buy
23,295
+267
+1% +$13.3K 0.03% 483
2025
Q4 		$1.12M Buy
23,028
+1,368
+6% +$64.9K 0.03% 475
2025
Q3 		$998K Buy
21,660
+865
+4% +$39.2K 0.03% 490
2025
Q2 		$937K Sell
20,795
-1,139
-5% -$49.9K 0.02% 552
2025
Q1 		$952K Buy
21,934
+6,391
+41% +$290K 0.03% 469
2024
Q4 		$676K Buy
15,543
+1,680
+12% +$74.9K 0.02% 506
2024
Q3 		$634K Sell
13,863
-723
-5% -$32.7K 0.02% 500
2024
Q2 		$665K Sell
14,586
-630
-4% -$28.7K 0.03% 430
2024
Q1 		$699K Sell
15,216
-396
-3% -$17.3K 0.03% 419
2023
Q4 		$656K Sell
15,612
-2,920
-16% -$116K 0.03% 414
2023
Q3 		$718K Buy
18,532
+450
+2% +$17.8K 0.04% 384
2023
Q2 		$726K Buy
18,082
+2,252
+14% +$90.2K 0.04% 380
2023
Q1 		$624K Buy
15,830
+2,098
+15% +$80K 0.04% 399
2022
Q4 		$489K Buy
13,732
+7,151
+109% +$271K 0.03% 428
2022
Q3 		$236K Sell
6,581
-250
-4% -$9.68K 0.02% 557
2022
Q2 		$255K Sell
6,831
-278
-4% -$11.3K 0.01% 665
2022
Q1 		$305K Sell
7,109
-36
-0.5% -$1.54K 0.01% 663
2021
Q4 		$326K Hold
7,145
– – 0.01% 705
2021
Q3 		$308K Sell
7,145
-7,285
-50% -$330K 0.01% 701
2021
Q2 		$639K Buy
14,430
+2,428
+20% +$105K 0.02% 497
2021
Q1 		$510K Buy
12,002
+725
+6% +$29.5K 0.01% 633
2020
Q4 		$465K Buy
11,277
+3,690
+49% +$140K 0.02% 561
2020
Q3 		$277K Buy
7,587
+1,214
+19% +$43.7K 0.01% 579
2020
Q2 		$223K Sell
6,373
-31
-0.5% -$1.04K 0.01% 637
2020
Q1 		$189K Buy
6,404
+3,653
+133% +$126K 0.01% 631
2019
Q4 		$100K Hold
2,751
– – 0.01% 951
2019
Q3 		$91K Hold
2,751
– – 0.01% 928
2019
Q2 		$90K Hold
2,751
– – 0.01% 943
2019
Q1 		$88K Hold
2,751
– – 0.01% 909
2018
Q4 		$76K Hold
2,751
– – 0.01% 925
2018
Q3 		$88K Hold
2,751
– – 0.01% 933
2018
Q2 		$87K Hold
2,751
– – 0.01% 842
2018
Q1 		$84K Hold
2,751
– – 0.01% 816
2017
Q4 		$87K Hold
2,751
– – 0.01% 793
2017
Q3 		$84K Buy
2,751
+336
+14% +$10.1K 0.01% 756
2017
Q2 		$71K Hold
2,415
– – 0.01% 797
2017
Q1 		$68K Hold
2,415
– – 0.01% 784
2016
Q4 		$63K Hold
2,415
– – 0.01% 750
2016
Q3 		$63K Buy
2,415
+160
+7% +$4.21K 0.01% 732
2016
Q2 		$57K Buy
2,255
+765
+51% +$19.7K 0.01% 761
2016
Q1 		$37K Buy
+1,490
New +$37.5K 0.01% 889

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Geneos Wealth Management increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 5.7% in Q2 2026, buying an estimated $67.3K and bringing the position to 24,620 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #482.

Geneos Wealth Management first reported a position in IHDG in Q1 2016 and has held it in 42 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Geneos Wealth Management held 24,620 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.29M as of Q2 2026.
  • Geneos Wealth Management bought 1,325 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $67.3K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Geneos Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2016 and has held it in 42 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

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