Geneos Wealth Management Inc. Wisdomtree U.S. High Yield Cor Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,855 shares of WFHY stock, worth $360,387. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,855
Previous 7,800 0.71%
Holding current value
$360,387
Previous $357,000 0.84%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
N/A
55 Added 0.71%
7,855 $360,000
Q1 2025

May 07, 2025
SELL
N/A
-100 Reduced 1.27%
7,800 $357,000
Q4 2024

Jan 21, 2025
BUY
N/A
300 Added 3.95%
7,900 $362,000
Q3 2024

Nov 14, 2024
SELL
$44.55 - $48.12 $57,914 - $62,556
-1,300 Reduced 14.61%
7,600 $348,000
Q1 2024

May 03, 2024
SELL
$44.71 - $45.52 $41,356 - $42,106
-925 Reduced 9.41%
8,900 $403,000
Q4 2023

Jan 26, 2024
SELL
$42.17 - $45.76 $35,211 - $38,209
-835 Reduced 7.83%
9,825 $446,000
Q3 2023

Oct 11, 2023
SELL
$43.03 - $44.8 $47,333 - $49,280
-1,100 Reduced 9.35%
10,660 $460,000
Q2 2023

Aug 08, 2023
SELL
$43.15 - $44.81 $29,126 - $30,246
-675 Reduced 5.43%
11,760 $519,000
Q1 2023

Apr 25, 2023
BUY
$43.31 - $46.19 $17,324 - $18,476
400 Added 3.32%
12,435 $556,000
Q4 2022

Jan 30, 2023
BUY
$42.84 - $45.68 $6,426 - $6,852
150 Added 1.26%
12,035 $528,000
Q2 2022

Jul 22, 2022
SELL
$43.9 - $49.69 $83,410 - $94,411
-1,900 Reduced 13.78%
11,885 $0
Q1 2022

May 16, 2022
SELL
$48.1 - $52.43 $23,088 - $25,166
-480 Reduced 3.36%
13,785 $680,000
Q4 2021

Feb 09, 2022
SELL
$51.29 - $52.73 $90,783 - $93,332
-1,770 Reduced 11.04%
14,265 $748,000
Q3 2021

Nov 09, 2021
SELL
$52.41 - $53.22 $37,211 - $37,786
-710 Reduced 4.24%
16,035 $844,000
Q2 2021

Jul 08, 2021
BUY
$52.06 - $52.77 $38,784 - $39,313
745 Added 4.66%
16,745 $886,000
Q1 2021

Jun 17, 2021
BUY
$51.54 - $52.71 $12,369 - $12,650
240 Added 1.52%
16,000 $836,000
Q4 2020

May 19, 2021
BUY
$49.75 - $52.5 $213,676 - $225,487
4,295 Added 37.46%
15,760 $817,000
Q3 2020

Sep 07, 2021
BUY
$48.82 - $51.33 $215,540 - $226,621
4,415 Added 62.62%
11,465 $567,000
Q2 2020

Sep 07, 2021
BUY
$43.83 - $50.59 $291,469 - $336,423
6,650 Added 1662.5%
7,050 $341,000
Q1 2020

Sep 07, 2021
BUY
$40.31 - $52.4 $16,124 - $20,960
400 New
400 $17,000

Others Institutions Holding WFHY

# of Institutions
70
Shares Held
3.76M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. HIGH YIELD COR

WFHY Quotes by TradingView
  • Ticker WFHY
  • Sector ETFs
  • Industry ETFs
More about WFHY
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