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 Q2	$32.1K	Buy	591 +350	+145%	+$18.2K	﹤0.01%	1645
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	Buy	834 +112	+16%	+$5.54K	﹤0.01%	1657
2025 Q1	$35.8K	Sell	722 -668	-48%	-$33.8K	﹤0.01%	1666
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 $104B AUM 28.3% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

TFG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WLPWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Geneos Wealth Management's USMF Position: Q2 2026 in Review

Geneos Wealth Management increased its WisdomTree US Multifactor Fund (USMF) stake by 145% in Q2 2026, buying an estimated $18.2K and bringing the position to 591 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Geneos Wealth Management first reported a position in USMF in Q1 2021 and has held it in 10 quarters since. The position peaked at $69.1K in Q4 2024. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Geneos Wealth Management held 591 shares of WisdomTree US Multifactor Fund worth $32.1K as of Q2 2026.
Geneos Wealth Management bought 350 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $18.2K.
WisdomTree US Multifactor Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1645 holding.
Geneos Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q1 2021 and has held it in 10 quarters since.
Geneos Wealth Management's WisdomTree US Multifactor Fund position peaked at $69.1K in Q4 2024.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.