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Geneos Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Geneos Wealth Management’s Portfolio QGRW Stock Details QGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
21,147
+10,884
+106% +$686K 0.03% 462
2026
Q1 		$548K Buy
+10,263
New +$586K 0.01% 668

Other funds holding QGRW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Geneos Wealth Management's QGRW Position: Q2 2026 in Review

Geneos Wealth Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 106% in Q2 2026, buying an estimated $686K and bringing the position to 21,147 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #462.

Geneos Wealth Management first reported a position in QGRW in Q1 2026 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Geneos Wealth Management held 21,147 shares of WisdomTree US Quality Growth Fund worth $1.4M as of Q2 2026.
  • Geneos Wealth Management bought 10,884 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $686K.
  • WisdomTree US Quality Growth Fund made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #462 holding.
  • Geneos Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.