WisdomTree Earnings 500 Fund shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $22k | 400 | 55.40 |
| 2023-12-31 | $20k | 400 | 50.12 |
| 2023-09-30 | $18k | 400 | 45.75 |
| 2023-06-30 | $19k | 400 | 46.71 |
| 2023-03-31 | $18k | 400 | 43.72 |
| 2022-12-31 | $29k | 700 | 41.58 |
| 2022-09-30 | $26k | 700 | 37.14 |
| 2022-06-30 | $28k | 700 | 40.00 |
| 2022-03-31 | $33k | 700 | 47.14 |
| 2021-12-31 | $35k | 700 | 50.00 |
| 2021-09-30 | $32k | 700 | 45.71 |
| 2021-06-30 | $18k | 400 | 45.00 |
| 2021-03-31 | $47k | 1.0k | 45.15 |
| 2020-12-31 | $17k | 1.0k | 16.33 |
| 2020-09-30 | $13k | 400 | 32.50 |
| 2020-06-30 | $12k | 400 | 30.00 |
| 2020-03-31 | $11k | 400 | 27.50 |
| 2019-12-31 | $14k | 400 | 35.00 |
| 2016-06-30 | $91k | 1.3k | 70.00 |