Geneos Wealth Management’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Geneos Wealth Management’s Portfolio QSIG Stock Details QSIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-777	Closed	-$37K	–	2633
2022 Q2	$37K	Hold	777	–	–	﹤0.01%	1411
2022 Q1	$37K	Buy	+777	New	+$38.5K	﹤0.01%	1512
2020 Q4	–	Sell	-65	Closed	-$3K	–	3020
2020 Q3	$3K	Hold	65	–	–	﹤0.01%	2354
2020 Q2	$3K	Sell	65 -147	-69%	-$7.52K	﹤0.01%	2315
2020 Q1	$10K	Buy	212 +132	+165%	+$6.66K	﹤0.01%	1837
2019 Q4	$4K	Buy	+80	New	+$4.06K	﹤0.01%	2269

Other funds holding QSIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

DWMG

DB Wealth Management Group San Diego, California $176M AUM 14.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management's QSIG Position: Q3 2022 in Review

Geneos Wealth Management sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q3 2022, closing a stake of 777 shares — an estimated $37K sold.

Geneos Wealth Management first reported a position in QSIG in Q4 2019 and held it in 6 quarters. The position peaked at $37K in Q2 2022. 15 funds tracked by Wall St. Rank hold QSIG as of Q3 2022.

Geneos Wealth Management reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 777 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q3 2022, an estimated $37K.
Geneos Wealth Management first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q4 2019 and held it in 6 quarters.
Geneos Wealth Management's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $37K in Q2 2022.
15 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.