Geneos Wealth Management Inc. Wisdomtree Europe Hedged Equit Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Europe Hedged Equit stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 12,559 shares of HEDJ stock, worth $603,334. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,559

Previous 12,559 -0.0%

Holding current value

$603,334

Previous $596,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$43.6 - $49.84 $531,876 - $607,998	12,199 Added 3388.61%	12,559 $596,000
Q4 2024 Jan 21, 2025	SELL	$42.8 - $44.98 $17,120 - $17,992	-400 Reduced 52.63%	360 $15,000
Q4 2023 Jan 26, 2024	SELL	$37.48 - $43.0 $7,495 - $8,600	-200 Reduced 20.83%	760 $32,000
Q3 2023 Oct 11, 2023	BUY	$38.81 - $83.93 $14,747 - $31,893	380 Added 65.52%	960 $37,000
Q4 2022 Jan 30, 2023	SELL	$31.54 - $74.29 $7,191 - $16,938	-228 Reduced 28.22%	580 $40,000
Q3 2022 Nov 14, 2022	SELL	$31.06 - $35.83 $7,454 - $8,599	-240 Reduced 22.9%	808 $50,000
Q2 2022 Jul 22, 2022	SELL	$32.77 - $37.53 $1,966 - $2,251	-60 Reduced 5.42%	1,048 $0
Q1 2022 May 16, 2022	SELL	$33.12 - $40.99 $3,311 - $4,099	-100 Reduced 8.28%	1,108 $81,000
Q4 2021 Feb 09, 2022	SELL	$37.59 - $41.1 $751 - $822	-20 Reduced 1.63%	1,208 $96,000
Q2 2021 Jul 08, 2021	SELL	$36.7 - $38.91 $11,817 - $12,529	-322 Reduced 20.77%	1,228 $94,000
Q4 2020 May 19, 2021	BUY	$29.06 - $33.39 $8,136 - $9,349	280 Added 22.05%	1,550 $112,000
Q2 2020 Sep 07, 2021	SELL	$24.61 - $31.8 $3,765 - $4,865	-153 Reduced 10.75%	1,270 $76,000
Q1 2020 Sep 07, 2021	SELL	$22.28 - $36.03 $21,255 - $34,372	-954 Reduced 40.13%	1,423 $71,000
Q4 2019 Sep 07, 2021	BUY	$32.2 - $35.68 $35,645 - $39,497	1,107 Added 87.17%	2,377 $169,000
Q4 2018 Sep 07, 2021	SELL	N/A	-274 Reduced 17.75%	1,270 $71,000
Q3 2018 Sep 07, 2021	BUY	N/A	274 Added 21.57%	1,544 $97,000
Q2 2018 Sep 07, 2021	SELL	N/A	-374 Reduced 22.75%	1,270 $80,000
Q4 2017 Sep 07, 2021	SELL	N/A	-154 Reduced 8.57%	1,644 $104,000
Q3 2017 Sep 07, 2021	BUY	N/A	124 Added 7.41%	1,798 $116,000
Q2 2017 Sep 07, 2021	SELL	N/A	-591 Reduced 26.09%	1,674 $104,000
Q4 2016 Sep 07, 2021	BUY	N/A	670 Added 42.01%	2,265 $130,000
Q3 2016 Sep 07, 2021	BUY	N/A	75 Added 4.93%	1,595 $85,000
Q2 2016 Sep 07, 2021	SELL	N/A	-87 Reduced 5.41%	1,520 $76,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,607	1,607 $82,000

Others Institutions Holding HEDJ

# of Institutions

240

Shares Held

14.8M

Call Options Held

1.9K

Put Options Held

3.4K

View Full List

About WISDOMTREE EUROPE HEDGED EQUIT

Ticker HEDJ
Sector ETFs
Industry ETFs

More about HEDJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Wisdomtree Europe Hedged Equit Transaction History