GWM
PLAT

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 Shares
Change % 		Capital Flow 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 +$3.23K ﹤0.01% 1842