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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,255	Closed	-$212K	–	2934
2021 Q3	$212K	Sell	4,255 -250	-6%	-$12.5K	0.01%	832
2021 Q2	$225K	Hold	4,505	–	–	0.01%	802
2021 Q1	$223K	Sell	4,505 -44	-1%	-$2.17K	0.01%	923
2020 Q4	$225K	Buy	4,549 +70	+2%	+$3.4K	0.01%	791
2020 Q3	$212K	Buy	4,479 +2,189	+96%	+$105K	0.01%	675
2020 Q2	$107K	Hold	2,290	–	–	0.01%	894
2020 Q1	$99K	Buy	2,290 +315	+16%	+$15.3K	0.01%	841
2019 Q4	$99K	Buy	1,975 +1,070	+118%	+$53.8K	0.01%	958
2019 Q3	$45K	Buy	905 +280	+45%	+$14.1K	﹤0.01%	1241
2019 Q2	$31K	Buy	+625	New	+$31.6K	﹤0.01%	1428

Geneos Wealth Management's SFHY Position: Q4 2021 in Review

Geneos Wealth Management sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q4 2021, closing a stake of 4,255 shares — an estimated $212K sold.

Geneos Wealth Management first reported a position in SFHY in Q2 2019 and held it in 10 quarters. The position peaked at $225K in Q2 2021. 0 funds tracked by Wall St. Rank hold SFHY as of Q4 2021.

Geneos Wealth Management reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 4,255 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q4 2021, an estimated $212K.
Geneos Wealth Management first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q2 2019 and held it in 10 quarters.
Geneos Wealth Management's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $225K in Q2 2021.
0 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.