Geneos Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $674K | Sell |
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|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $538K | Sell |
|
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|
2024
Q2 | $510K | Sell |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $512K | Sell |
|
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.59M | Buy |
|
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|
2023
Q1 | $1.44M | Buy |
|
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $853K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $906K | Buy |
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|
2021
Q1 | $849K | Buy |
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|
2020
Q4 | $819K | Buy |
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|
2020
Q3 | $326K | Sell |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $287K | Buy |
|