Wisdomtree Tr bofa merlyn ze shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Wisdomtree Tr bofa merlyn ze
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $226k | 10k | 21.86 |
| 2024-03-31 | $252k | 11k | 22.03 |
| 2023-12-31 | $247k | 11k | 21.62 |
| 2023-09-30 | $191k | 9.0k | 21.12 |
| 2023-06-30 | $195k | 9.3k | 21.02 |
| 2023-03-31 | $468k | 23k | 20.77 |
| 2022-12-31 | $447k | 22k | 20.67 |
| 2022-09-30 | $456k | 23k | 20.12 |
| 2022-06-30 | $459k | 23k | 19.90 |
| 2022-03-31 | $476k | 22k | 21.89 |
| 2021-12-31 | $361k | 16k | 22.27 |
| 2021-09-30 | $297k | 13k | 22.16 |
| 2021-06-30 | $251k | 11k | 22.31 |
| 2021-03-31 | $205k | 9.3k | 22.05 |
| 2020-12-31 | $206k | 9.4k | 21.91 |
| 2020-09-30 | $113k | 5.5k | 20.45 |
| 2020-06-30 | $122k | 6.1k | 20.07 |
| 2020-03-31 | $66k | 3.4k | 19.25 |