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
Q2 		$352K Buy
7,680
+150
+2% +$6.9K 0.01% 827
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 Buy
7,855
+55
+0.7% +$2.48K 0.01% 804
2025
Q1 		$352K Sell
7,800
-100
-1% -$4.55K 0.01% 731
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $110B AUM 26.29% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

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

Geneos Wealth Management increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 2% in Q2 2026, buying an estimated $6.9K and bringing the position to 7,680 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #827.

Geneos Wealth Management first reported a position in QHY in Q1 2020 and has held it in 26 quarters since. The position peaked at $886K in Q2 2021. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

  • Geneos Wealth Management held 7,680 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $352K as of Q2 2026.
  • Geneos Wealth Management bought 150 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $6.9K.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #827 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 26 quarters since.
  • Geneos Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $886K in Q2 2021.
  • 73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

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