GWM
QHY

Geneos Wealth Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Geneos Wealth Management’s Portfolio QHY Stock Details QHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$343K Sell
7,530
-300
-4% -$13.9K 0.01% 802
2025
Q4 		$364K Sell
7,830
-25
-0.3% -$1.16K 0.01% 756
2025
Q3 		$366K Hold
7,855
– – 0.01% 739
2025
Q2 		$362K Sell
7,855
-7,745
-50% -$350K 0.01% 804
2025
Q1 		$704K Buy
15,600
+7,700
+97% +$350K 0.01% 778
2024
Q4 		$357K Buy
7,900
+300
+4% +$13.7K 0.01% 664
2024
Q3 		$351K Sell
7,600
-1,300
-15% -$59.3K 0.01% 631
2024
Q2 		$397K Hold
8,900
– – 0.02% 549
2024
Q1 		$403K Sell
8,900
-925
-9% -$41.8K 0.02% 549
2023
Q4 		$446K Sell
9,825
-835
-8% -$36.5K 0.02% 513
2023
Q3 		$460K Sell
10,660
-1,100
-9% -$48.5K 0.02% 483
2023
Q2 		$519K Sell
11,760
-675
-5% -$29.8K 0.03% 454
2023
Q1 		$556K Buy
12,435
+400
+3% +$17.8K 0.03% 423
2022
Q4 		$529K Buy
12,035
+150
+1% +$6.63K 0.03% 410
2022
Q3 		$507K Hold
11,885
– – 0.03% 396
2022
Q2 		$527K Sell
11,885
-1,900
-14% -$88.6K 0.03% 481
2022
Q1 		$680K Sell
13,785
-480
-3% -$24.1K 0.03% 462
2021
Q4 		$748K Sell
14,265
-1,770
-11% -$92.5K 0.03% 474
2021
Q3 		$844K Sell
16,035
-710
-4% -$37.5K 0.03% 431
2021
Q2 		$886K Buy
16,745
+745
+5% +$39K 0.03% 398
2021
Q1 		$836K Buy
16,000
+240
+2% +$12.5K 0.02% 477
2020
Q4 		$817K Buy
15,760
+4,295
+37% +$220K 0.03% 409
2020
Q3 		$567K Buy
11,465
+4,415
+63% +$222K 0.03% 399
2020
Q2 		$341K Buy
7,050
+6,650
+1,663% +$318K 0.02% 510
2020
Q1 		$17K Buy
+400
New +$19.9K ﹤0.01% 1591

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Geneos Wealth Management's QHY Position: Q1 2026 in Review

Geneos Wealth Management reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 3.8% in Q1 2026, selling an estimated $13.9K and leaving 7,530 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #802.

Geneos Wealth Management first reported a position in QHY in Q1 2020 and has held it in 25 quarters since. The position peaked at $886K in Q2 2021. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

  • Geneos Wealth Management held 7,530 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $343K as of Q1 2026.
  • Geneos Wealth Management sold 300 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2026, an estimated $13.9K.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #802 holding.
  • Geneos Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2020 and has held it in 25 quarters since.
  • Geneos Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $886K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.