GWM
NTSX icon

Geneos Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Geneos Wealth Management’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-386
Closed -$20.8K – 2521
2025
Q3 		$20.8K Buy
386
+1
+0.3% +$52 ﹤0.01% 1709
2025
Q2 		$19.3K Sell
385
-435
-53% -$20.1K ﹤0.01% 2045
2025
Q1 		$37.1K Buy
820
+411
+100% +$19.4K ﹤0.01% 2059
2024
Q4 		$19.1K Buy
409
+2
+0.5% +$95 ﹤0.01% 1750
2024
Q3 		$19.1K Buy
407
+1
+0.2% +$45 ﹤0.01% 1577
2024
Q2 		$17.8K Buy
406
+1
+0.2% +$42 ﹤0.01% 1385
2024
Q1 		$17.1K Buy
405
+1
+0.2% +$41 ﹤0.01% 1407
2023
Q4 		$15.9K Buy
404
+1
+0.2% +$36 ﹤0.01% 1433
2023
Q3 		$14.1K Buy
403
+2
+0.5% +$74 ﹤0.01% 1478
2023
Q2 		$14.9K Buy
401
+1
+0.3% +$36 ﹤0.01% 1468
2023
Q1 		$14K Buy
400
+1
+0.3% +$34 ﹤0.01% 1452
2022
Q4 		$12.9K Hold
399
– – ﹤0.01% 1462
2022
Q3 		$12K Sell
399
-841
-68% -$29.3K ﹤0.01% 1468
2022
Q2 		$41K Hold
1,240
– – ﹤0.01% 1373
2022
Q1 		$50K Buy
1,240
+238
+24% +$9.7K ﹤0.01% 1385
2021
Q4 		$44K Buy
1,002
+399
+66% +$17.2K ﹤0.01% 1536
2021
Q3 		$24K Hold
603
– – ﹤0.01% 1824
2021
Q2 		$24K Hold
603
– – ﹤0.01% 1818
2021
Q1 		$23K Hold
603
– – ﹤0.01% 2007
2020
Q4 		$22K Buy
+603
New +$21K ﹤0.01% 1851

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM

Geneos Wealth Management's NTSX Position: Q4 2025 in Review

Geneos Wealth Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2025, closing a stake of 386 shares — an estimated $20.8K sold.

Geneos Wealth Management first reported a position in NTSX in Q4 2020 and held it in 20 quarters. The position peaked at $50K in Q1 2022. 103 funds tracked by Wall St. Rank hold NTSX as of Q4 2025.

  • Geneos Wealth Management reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 386 WisdomTree US Efficient Core Fund shares in Q4 2025, an estimated $20.8K.
  • Geneos Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2020 and held it in 20 quarters.
  • Geneos Wealth Management's WisdomTree US Efficient Core Fund position peaked at $50K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.