Geneos Wealth Management’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$3.1K	–	2205
2023 Q3	$3.1K	Hold	100	–	–	﹤0.01%	1857
2023 Q2	$3.23K	Buy	+100	New	+$3.01K	﹤0.01%	1842

Geneos Wealth Management's PLAT Position: Q4 2023 in Review

Geneos Wealth Management sold out of WisdomTree Growth Leaders Fund (PLAT) in Q4 2023, closing a stake of 100 shares — an estimated $3.1K sold.

Geneos Wealth Management first reported a position in PLAT in Q2 2023 and held it in 2 quarters. The position peaked at $3.23K in Q2 2023. 0 funds tracked by Wall St. Rank hold PLAT as of Q4 2023.

Geneos Wealth Management reported no remaining WisdomTree Growth Leaders Fund position as of Q4 2023 after selling out during the quarter.
Geneos Wealth Management sold 100 WisdomTree Growth Leaders Fund shares in Q4 2023, an estimated $3.1K.
Geneos Wealth Management first reported a position in WisdomTree Growth Leaders Fund in Q2 2023 and held it in 2 quarters.
Geneos Wealth Management's WisdomTree Growth Leaders Fund position peaked at $3.23K in Q2 2023.
0 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.