Geneos Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-125	Closed	-$4.35K	–	2185
2024 Q1	$4.35K	Hold	125	–	–	﹤0.01%	1738
2023 Q4	$4.37K	Hold	125	–	–	﹤0.01%	1755
2023 Q3	$3.7K	Hold	125	–	–	﹤0.01%	1826
2023 Q2	$3.96K	Hold	125	–	–	﹤0.01%	1797
2023 Q1	$3.71K	Hold	125	–	–	﹤0.01%	1797
2022 Q4	$3.13K	Sell	125 -175	-58%	-$4.49K	﹤0.01%	1806
2022 Q3	$8K	Sell	300 -245	-45%	-$7.34K	﹤0.01%	1597
2022 Q2	$15K	Sell	545 -100	-16%	-$3.24K	﹤0.01%	1822
2022 Q1	$26K	Sell	645 -3,850	-86%	-$162K	﹤0.01%	1680
2021 Q4	$233K	Hold	4,495	–	–	0.01%	798
2021 Q3	$261K	Hold	4,495	–	–	0.01%	754
2021 Q2	$253K	Hold	4,495	–	–	0.01%	756
2021 Q1	$230K	Sell	4,495 -2,450	-35%	-$131K	0.01%	910
2020 Q4	$327K	Buy	6,945 +4,020	+137%	+$192K	0.01%	657
2020 Q3	$123K	Buy	+2,925	New	+$121K	0.01%	858

Other funds holding WCLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

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

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Geneos Wealth Management's WCLD Position: Q2 2024 in Review

Geneos Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2024, closing a stake of 125 shares — an estimated $4.35K sold.

Geneos Wealth Management first reported a position in WCLD in Q3 2020 and held it in 15 quarters. The position peaked at $327K in Q4 2020. 112 funds tracked by Wall St. Rank hold WCLD as of Q2 2024.

Geneos Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2024 after selling out during the quarter.
Geneos Wealth Management sold 125 WisdomTree Cloud Computing Fund shares in Q2 2024, an estimated $4.35K.
Geneos Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 15 quarters.
Geneos Wealth Management's WisdomTree Cloud Computing Fund position peaked at $327K in Q4 2020.
112 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2024.

Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.