WisdomTree LargeCap Dividend Fund shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 57k | 87.03 |
| 2025-06-30 | $4.7M | 57k | 82.14 |
| 2025-03-31 | $4.5M | 56k | 79.37 |
| 2024-12-31 | $1.9M | 24k | 77.79 |
| 2024-09-30 | $1.6M | 20k | 78.56 |
| 2024-06-30 | $1.4M | 19k | 72.75 |
| 2024-03-31 | $1.5M | 20k | 72.19 |
| 2023-12-31 | $1.4M | 21k | 66.38 |
| 2023-09-30 | $1.4M | 23k | 61.49 |
| 2023-06-30 | $1.6M | 26k | 63.60 |
| 2023-03-31 | $1.9M | 30k | 61.86 |
| 2022-12-31 | $1.7M | 27k | 61.95 |
| 2022-09-30 | $1.5M | 26k | 55.23 |
| 2022-06-30 | $1.4M | 23k | 59.70 |
| 2022-03-31 | $917k | 14k | 65.66 |
| 2021-12-31 | $745k | 11k | 66.02 |
| 2021-09-30 | $665k | 5.5k | 120.36 |
| 2021-06-30 | $667k | 5.5k | 121.54 |
| 2021-03-31 | $660k | 5.6k | 118.26 |
| 2020-12-31 | $872k | 7.6k | 115.02 |
| 2020-09-30 | $508k | 5.3k | 95.35 |
| 2020-06-30 | $409k | 4.5k | 90.27 |
| 2020-03-31 | $294k | 3.7k | 79.70 |
| 2019-12-31 | $390k | 3.7k | 105.89 |
| 2019-09-30 | $362k | 3.7k | 98.42 |
| 2019-06-30 | $356k | 3.7k | 96.90 |
| 2019-03-31 | $345k | 3.7k | 94.13 |
| 2018-12-31 | $306k | 3.7k | 83.65 |
| 2018-09-30 | $348k | 3.7k | 95.29 |
| 2018-06-30 | $324k | 3.6k | 89.73 |
| 2018-03-31 | $331k | 3.7k | 88.41 |
| 2017-12-31 | $345k | 3.8k | 91.95 |
| 2017-09-30 | $318k | 3.7k | 86.84 |
| 2017-06-30 | $313k | 3.7k | 83.87 |
| 2017-03-31 | $315k | 3.8k | 82.85 |
| 2016-12-31 | $308k | 3.9k | 79.85 |
| 2016-09-30 | $301k | 3.9k | 76.81 |
| 2016-06-30 | $296k | 3.9k | 75.61 |
| 2016-03-31 | $268k | 3.6k | 73.67 |
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