Geneos Wealth Management Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Geneos Wealth Management Inc.

$3.65 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 49,010 shares of WTV stock, worth $3.9 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

49,010

Previous 725 6660.0%

Holding current value

$3.9 Million

Previous $60,000 6611.67%

% of portfolio

0.11%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$79.96 - $87.71 $3.86 Million - $4.24 Million	48,285 Added 6660.0%	49,010 $4.03 Million
Q2 2024 Jul 23, 2024	SELL	$70.89 - $75.25 $5,316 - $5,643	-75 Reduced 9.38%	725 $52,000
Q2 2021 Jul 08, 2021	BUY	$56.76 - $60.84 $21,568 - $23,119	380 Added 90.48%	800 $48,000
Q4 2020 May 19, 2021	BUY	$41.09 - $49.63 $821 - $992	20 Added 5.0%	420 $45,000
Q3 2020 Sep 07, 2021	BUY	$38.64 - $43.66 $15,456 - $17,464	400 New	400 $32,000

Others Institutions Holding WTV

# of Institutions

131

Shares Held

6.13M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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Geneos Wealth Management Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History