Geneos Wealth Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $366K | Hold |
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|
2025
Q2 | $362K | Sell |
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|
2025
Q1 | $704K | Buy |
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|
2024
Q4 | $357K | Buy |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $397K | Hold |
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|
2024
Q1 | $403K | Sell |
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|
2023
Q4 | $446K | Sell |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $556K | Buy |
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|
2022
Q4 | $529K | Buy |
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|
2022
Q3 | $507K | Hold |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $680K | Sell |
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|
2021
Q4 | $748K | Sell |
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|
2021
Q3 | $844K | Sell |
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|
2021
Q2 | $886K | Buy |
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|
2021
Q1 | $836K | Buy |
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|
2020
Q4 | $817K | Buy |
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|
2020
Q3 | $567K | Buy |
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|
2020
Q2 | $341K | Buy |
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|
2020
Q1 | $17K | Buy |
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