Geneos Wealth Management Inc. Wisdomtree Tr Us Multifactor F Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 834 shares of USMF stock, worth $42,091. This represents 0.0% of its overall portfolio holdings.
Number of Shares
834
Previous 722
15.51%
Holding current value
$42,091
Previous $35,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding USMF
# of Institutions
76Shares Held
8.27MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.32MShares$66.6 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$60.1 Million11.04% of portfolio
-
Lido Advisors, LLC Los Angeles, CA793KShares$40 Million0.16% of portfolio
-
Great Valley Advisor Group, Inc.531KShares$26.8 Million0.67% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL424KShares$21.4 Million0.01% of portfolio