Geneos Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.8K | Buy |
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|
2025
Q2 | $19.3K | Sell |
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|
2025
Q1 | $37.1K | Buy |
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|
2024
Q4 | $19.1K | Buy |
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|
2024
Q3 | $19.1K | Buy |
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|
2024
Q2 | $17.8K | Buy |
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|
2024
Q1 | $17.1K | Buy |
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|
2023
Q4 | $15.9K | Buy |
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|
2023
Q3 | $14.1K | Buy |
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|
2023
Q2 | $14.9K | Buy |
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|
2023
Q1 | $14K | Buy |
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|
2022
Q4 | $12.9K | Hold |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $44K | Buy |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $23K | Hold |
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|
2020
Q4 | $22K | Buy |
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