Geneos Wealth Management Inc. Wisdomtree U.S. Largecap Fund Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 640 shares of EPS stock, worth $43,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares

640

Previous 400 60.0%

Holding current value

$43,148

Previous $23,000 73.91%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$52.66 - $64.01 $12,638 - $15,362	240 Added 60.0%	640 $40,000
Q1 2025 May 07, 2025	SELL	$58.38 - $64.16 $37,421 - $41,126	-641 Reduced 61.58%	400 $23,000
Q2 2024 Jul 23, 2024	BUY	$52.92 - $56.98 $33,921 - $36,524	641 Added 160.25%	1,041 $59,000
Q1 2023 Apr 25, 2023	SELL	$41.41 - $45.19 $12,422 - $13,557	-300 Reduced 42.86%	400 $17,000
Q3 2021 Nov 09, 2021	BUY	$45.77 - $48.62 $13,731 - $14,586	300 Added 75.0%	700 $32,000
Q2 2021 Jul 08, 2021	SELL	$43.71 - $46.27 $28,018 - $29,659	-641 Reduced 61.58%	400 $18,000
Q4 2020 May 19, 2021	BUY	$34.44 - $40.16 $22,076 - $25,742	641 Added 160.25%	1,041 $17,000
Q4 2019 Sep 07, 2021	BUY	$32.43 - $36.81 $12,972 - $14,724	400 New	400 $14,000
Q3 2016 Sep 07, 2021	SELL	N/A	-1,300 Closed	0 $0
Q2 2016 Sep 07, 2021	BUY	N/A	1,300	1,300 $91,000

Others Institutions Holding EPS

# of Institutions

159

Shares Held

13.8M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
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Geneos Wealth Management Inc. Wisdomtree U.S. Largecap Fund Transaction History