Gen Wealth Group, Inc. Wisdomtree Floating Rate Treas Transaction History

Gen Wealth Group, Inc.

  • $492 Million
  • Q2 2025

A detailed history of Gen Wealth Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 6,367 shares of USFR stock, worth $320,578. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,367
Previous 5,843 8.97%
Holding current value
$320,578
Previous $294,000 8.84%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$50.28 - $50.47 $26,346 - $26,446
524 Added 8.97%
6,367 $320,000
Q1 2025

Apr 10, 2025
BUY
$50.29 - $50.5 $81,821 - $82,163
1,627 Added 38.59%
5,843 $294,000
Q4 2024

Jan 15, 2025
BUY
$50.23 - $50.46 $351 - $353
7 Added 0.17%
4,216 $212,000
Q3 2024

Oct 11, 2024
BUY
$50.2 - $50.48 $211,291 - $212,470
4,209 New
4,209 $211,000
Q1 2024

Apr 11, 2024
BUY
$50.23 - $50.46 $236,080 - $237,162
4,700 New
4,700 $236,000

Others Institutions Holding USFR

# of Institutions
602
Shares Held
253M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

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

Track Gen Wealth Group, Inc. Portfolio

Follow Gen Wealth Group, 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 Gen Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email