Geneos Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$26.9K	Sell
2025 Q2	$42.8K	Sell
2025 Q1	$71.7K	Buy
2024 Q4	$69.1K	Buy
2024 Q3	$33.6K	Hold
2024 Q2	$31.3K	Buy
2021 Q2	–	Sell
2021 Q1	$26K	Buy