WisdomTree SmallCap Earnings Fund shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in WisdomTree SmallCap Earnings Fund
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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $108k | 1.9k | 56.93 |
| 2024-12-31 | $15k | 275 | 53.94 |
| 2024-09-30 | $15k | 275 | 52.75 |
| 2024-06-30 | $13k | 275 | 47.13 |
| 2021-03-31 | $13k | 275 | 47.27 |
| 2018-12-31 | $14k | 448 | 31.25 |
| 2017-06-30 | $2.0k | 75 | 26.67 |
| 2017-03-31 | $2.0k | 75 | 26.67 |
| 2016-12-31 | $2.0k | 25 | 80.00 |
| 2016-09-30 | $2.0k | 25 | 80.00 |
| 2016-06-30 | $1.0k | 25 | 40.00 |
| 2016-03-31 | $1.0k | 25 | 40.00 |
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