Geneos Wealth Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Geneos Wealth Management’s Portfolio OPPJ Stock Details OPPJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$315K	Hold	5,300	–	–	0.01%	924
2026 Q2	$306K	Hold	5,300	–	–	0.01%	863
2026 Q1	$288K	Hold	5,300	–	–	0.01%	849
2025 Q4	$246K	Hold	5,300	–	–	0.01%	860
2025 Q3	$221K	Hold	5,300	–	–	0.01%	871
2025 Q2	$194K	Hold	5,300	–	–	﹤0.01%	1009
2025 Q1	$186K	Sell	5,300 -1,320	-20%	-$45.5K	0.01%	936
2024 Q4	$229K	Hold	6,620	–	–	0.01%	796
2024 Q3	$225K	Hold	6,620	–	–	0.01%	740
2024 Q2	$231K	Hold	6,620	–	–	0.01%	671
2024 Q1	$222K	Hold	6,620	–	–	0.01%	676
2023 Q4	$197K	Hold	6,620	–	–	0.01%	676
2023 Q3	$190K	Hold	6,620	–	–	0.01%	692
2023 Q2	$177K	Hold	6,620	–	–	0.01%	709
2023 Q1	$161K	Hold	6,620	–	–	0.01%	711
2022 Q4	$147K	Hold	6,620	–	–	0.01%	726
2022 Q3	$146K	Hold	6,620	–	–	0.01%	691
2022 Q2	$142K	Hold	6,620	–	–	0.01%	877
2022 Q1	$139K	Hold	6,620	–	–	0.01%	953
2021 Q4	$143K	Hold	6,620	–	–	0.01%	1027
2021 Q3	$149K	Hold	6,620	–	–	0.01%	988
2021 Q2	$144K	Hold	6,620	–	–	0.01%	999
2021 Q1	$143K	Hold	6,620	–	–	﹤0.01%	1131
2020 Q4	$152K	Hold	6,620	–	–	0.01%	941
2020 Q3	$129K	Hold	6,620	–	–	0.01%	840
2020 Q2	$122K	Sell	6,620 -2,640	-29%	-$47.2K	0.01%	826
2020 Q1	$158K	Sell	9,260 -13,200	-59%	-$252K	0.01%	691
2019 Q4	$485K	Hold	22,460	–	–	0.03%	445
2019 Q3	$438K	Sell	22,460 -35,824	-61%	-$673K	0.03%	434
2019 Q2	$1.1M	Buy	+58,284	New	+$1.13M	0.07%	256

Other funds holding OPPJ

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Channel Wealth Santa Barbara, California $464M AUM 13.53% 1-Year Est. Return

TAGStone Capital Charlotte, North Carolina $325M AUM 11.04% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Geneos Wealth Management's OPPJ Position: Q3 2026 in Review

Geneos Wealth Management held its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) position steady in Q3 2026 at 5,300 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #924.

Geneos Wealth Management first reported a position in OPPJ in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.1M in Q2 2019. 37 funds tracked by Wall St. Rank hold OPPJ as of Q3 2026.

Geneos Wealth Management held 5,300 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $315K as of Q3 2026.
Geneos Wealth Management left its WisdomTree Trust WisdomTree Japan Opportunities Fund share count unchanged in Q3 2026.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #924 holding.
Geneos Wealth Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2019 and has held it in 30 quarters since.
Geneos Wealth Management's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $1.1M in Q2 2019.
37 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.