Geneos Wealth Management Inc. Wisdomtree U.S. High Yield Cor Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
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 7,900 shares of WFHY stock, worth $362,452. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,900
Previous 7,600
3.95%
Holding current value
$362,452
Previous $348,000
4.02%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding WFHY
# of Institutions
60Shares Held
4.09MCall Options Held
0Put Options Held
0-
Cwm, LLC1.63MShares$74.6 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC640KShares$29.4 Million0.0% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL184KShares$8.45 Million3.68% of portfolio
-
Leo Wealth, LLC Hurst, TX169KShares$7.76 Million0.68% of portfolio
-
Cetera Investment Advisers Schaumburg, IL165KShares$7.59 Million0.02% of portfolio