Geneos Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$261K	Hold
2025 Q2	$224K	Sell
2025 Q1	$347K	Buy
2024 Q4	$206K	Hold
2024 Q3	$187K	Hold
2024 Q2	$196K	Hold
2024 Q1	$195K	Hold
2023 Q4	$194K	Buy
2023 Q3	$153K	Buy
2023 Q2	$6.2K	Buy