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
2026 Q1	$11.9K	Hold	241	–	–	﹤0.01%	1940
2025 Q4	$12.4K	Sell	241 -274	-53%	-$14K	﹤0.01%	1898
2025 Q3	$26.9K	Sell	515 -319	-38%	-$16.4K	﹤0.01%	1608
2025 Q2	$42.8K	Sell	834 -610	-42%	-$30.2K	﹤0.01%	1657
2025 Q1	$71.7K	Buy	1,444 +54	+4%	+$2.73K	﹤0.01%	1735
2024 Q4	$69.1K	Buy	1,390 +702	+102%	+$35.5K	﹤0.01%	1195
2024 Q3	$33.6K	Hold	688	–	–	﹤0.01%	1347
2024 Q2	$31.3K	Buy	+688	New	+$31.2K	﹤0.01%	1221
2021 Q2	–	Sell	-688	Closed	-$26K	–	3118
2021 Q1	$26K	Buy	+688	New	+$25.4K	﹤0.01%	1943

Other funds holding USMF

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Geneos Wealth Management's USMF Position: Q1 2026 in Review

Geneos Wealth Management held its WisdomTree US Multifactor Fund (USMF) position steady in Q1 2026 at 241 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Geneos Wealth Management first reported a position in USMF in Q1 2021 and has held it in 9 quarters since. The position peaked at $71.7K in Q1 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Geneos Wealth Management held 241 shares of WisdomTree US Multifactor Fund worth $11.9K as of Q1 2026.
Geneos Wealth Management left its WisdomTree US Multifactor Fund share count unchanged in Q1 2026.
WisdomTree US Multifactor Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1940 holding.
Geneos Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q1 2021 and has held it in 9 quarters since.
Geneos Wealth Management's WisdomTree US Multifactor Fund position peaked at $71.7K in Q1 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.