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

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

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 15,878 shares of XSOE stock, worth $519,845. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,878

Previous 18,050 12.03%

Holding current value

$519,845

Previous $557,000 12.03%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$29.72 - $31.94 $64,551 - $69,373	-2,172 Reduced 12.03%	15,878 $490,000
Q1 2025 May 07, 2025	BUY	$29.72 - $31.94 $54,773 - $58,865	1,843 Added 11.37%	18,050 $557,000
Q4 2024 Jan 21, 2025	SELL	$30.48 - $34.2 $2,804 - $3,146	-92 Reduced 0.56%	16,207 $493,000
Q3 2024 Nov 14, 2024	SELL	$29.23 - $33.51 $10,288 - $11,795	-352 Reduced 2.11%	16,299 $538,000
Q2 2024 Jul 23, 2024	SELL	$28.28 - $31.13 $1,527 - $1,681	-54 Reduced 0.32%	16,651 $510,000
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	$23.78 - $27.77 $29,558 - $34,518	-1,243 Reduced 6.01%	19,424 $518,000
Q3 2022 Nov 14, 2022	SELL	$24.62 - $29.39 $229,433 - $273,885	-9,319 Reduced 31.08%	20,667 $508,000
Q2 2022 Jul 22, 2022	SELL	$28.19 - $33.79 $53,814 - $64,505	-1,909 Reduced 5.99%	29,986 $0
Q1 2022 May 16, 2022	BUY	$30.13 - $38.07 $15,516 - $19,606	515 Added 1.64%	31,895 $1.04 Million
Q4 2021 Feb 09, 2022	BUY	$35.7 - $39.01 $25,239 - $27,580	707 Added 2.3%	31,380 $1.16 Million
Q3 2021 Nov 09, 2021	BUY	$37.03 - $41.81 $331,418 - $374,199	8,950 Added 41.2%	30,673 $1.14 Million
Q2 2021 Jul 08, 2021	BUY	$39.26 - $42.54 $43,225 - $46,836	1,101 Added 5.34%	21,723 $906,000
Q1 2021 Jun 17, 2021	BUY	$39.62 - $45.05 $13,748 - $15,632	347 Added 1.71%	20,622 $849,000
Q4 2020 May 19, 2021	BUY	$33.67 - $39.76 $347,407 - $410,243	10,318 Added 103.63%	20,275 $819,000
Q3 2020 Sep 07, 2021	SELL	$30.26 - $34.75 $27,778 - $31,900	-918 Reduced 8.44%	9,957 $326,000
Q2 2020 Sep 07, 2021	SELL	$23.37 - $30.48 $26,618 - $34,716	-1,139 Reduced 9.48%	10,875 $324,000
Q1 2020 Sep 07, 2021	BUY	$21.97 - $32.5 $263,947 - $390,455	12,014 New	12,014 $287,000

Others Institutions Holding XSOE

# of Institutions

251

Shares Held

34.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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