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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding WisdomTree SmallCap Earnings Fund

Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Savant Capital Management
Shore Point Advisors
Global Retirement Partners
Linscomb & Williams
Kathleen S. Wright Associates
Commonwealth Equity Services
Invenio Wealth Partners
Envestnet Asset Management
Royal Bank of Canada
9258 Wealth Management
Howard Bailey Securities

View all funds holding WisdomTree SmallCap Earnings Fund