Geneos Wealth Management’s WisdomTree WT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-384	Closed	-$4K	–	2148
2016 Q4	$4K	Hold	384	–	–	﹤0.01%	1714
2016 Q3	$3K	Buy	+384	New	+$4K	﹤0.01%	1720

Other funds holding WT

CCK

Clarity Capital KCPS Tel Aviv, Israel $633M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Geneos Wealth Management's WT Position: Q1 2017 in Review

Geneos Wealth Management sold out of WisdomTree (WT) in Q1 2017, closing a stake of 384 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in WT in Q3 2016 and held it in 2 quarters. The position peaked at $4K in Q4 2016. 204 funds tracked by Wall St. Rank hold WT as of Q1 2017.

Geneos Wealth Management reported no remaining WisdomTree position as of Q1 2017 after selling out during the quarter.
Geneos Wealth Management sold 384 WisdomTree shares in Q1 2017, an estimated $4K.
Geneos Wealth Management first reported a position in WisdomTree in Q3 2016 and held it in 2 quarters.
Geneos Wealth Management's WisdomTree position peaked at $4K in Q4 2016.
204 funds tracked by Wall St. Rank held WisdomTree as of Q1 2017.

Based on Geneos Wealth Management's 13F filing for Q1 2017, filed 7 Sep 2021.