Geneos Wealth Management Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 16,705 shares of XSOE stock, worth $513,511. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,705
Previous 17,740 5.83%
Holding current value
$513,511
Previous $512,000 3.91%
% of portfolio
0.02%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$27.04 - $29.77 $27,986 - $30,811
-1,035 Reduced 5.83%
16,705 $492,000
Q4 2023

Jan 26, 2024
SELL
$25.6 - $28.88 $1.03 Million - $1.16 Million
-40,134 Reduced 69.35%
17,740 $512,000
Q3 2023

Oct 11, 2023
BUY
$26.52 - $29.84 $23,682 - $26,647
893 Added 1.57%
57,874 $1.54 Million
Q2 2023

Aug 08, 2023
BUY
$26.67 - $29.16 $143,991 - $157,434
5,399 Added 10.47%
56,981 $1.59 Million
Q1 2023

Apr 25, 2023
BUY
$26.2 - $30.06 $842,539 - $966,669
32,158 Added 165.56%
51,582 $1.44 Million
Q4 2022

Jan 30, 2023
SELL
$24.26 - $27.77 $30,155 - $34,518
-1,243 Reduced 6.01%
19,424 $518,000
Q3 2022

Nov 14, 2022
SELL
N/A
-9,319 Reduced 31.08%
20,667 $508,000
Q2 2022

Jul 22, 2022
SELL
N/A
-1,909 Reduced 5.99%
29,986 $0
Q1 2022

May 16, 2022
BUY
N/A
515 Added 1.64%
31,895 $1.04 Million
Q4 2021

Feb 09, 2022
BUY
N/A
707 Added 2.3%
31,380 $1.16 Million
Q3 2021

Nov 09, 2021
BUY
N/A
8,950 Added 41.2%
30,673 $1.14 Million
Q2 2021

Jul 08, 2021
BUY
N/A
1,101 Added 5.34%
21,723 $906,000
Q1 2021

Jun 17, 2021
BUY
N/A
347 Added 1.71%
20,622 $849,000
Q4 2020

May 19, 2021
BUY
N/A
10,318 Added 103.63%
20,275 $819,000
Q3 2020

Sep 07, 2021
SELL
N/A
-918 Reduced 8.44%
9,957 $326,000
Q2 2020

Sep 07, 2021
SELL
N/A
-1,139 Reduced 9.48%
10,875 $324,000
Q1 2020

Sep 07, 2021
BUY
N/A
12,014 New
12,014 $287,000

Others Institutions Holding XSOE

# of Institutions
250
Shares Held
44.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

XSOE Quotes by TradingView
  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email