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Geneos Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Geneos Wealth Management’s Portfolio USDU Stock Details USDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-530
Closed -$14K – 3003
2020
Q3 		$14K Hold
530
– – ﹤0.01% 1836
2020
Q2 		$14K Buy
+530
New +$14.9K ﹤0.01% 1784

Other funds holding USDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Geneos Wealth Management's USDU Position: Q4 2020 in Review

Geneos Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2020, closing a stake of 530 shares — an estimated $14K sold.

Geneos Wealth Management first reported a position in USDU in Q2 2020 and held it in 2 quarters. The position peaked at $14K in Q3 2020. 23 funds tracked by Wall St. Rank hold USDU as of Q4 2020.

  • Geneos Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 530 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2020, an estimated $14K.
  • Geneos Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2020 and held it in 2 quarters.
  • Geneos Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $14K in Q3 2020.
  • 23 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.