Wisdomtree Tr 90/60 balnced shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Wisdomtree Tr 90/60 balnced
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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21k | 386 | 53.97 |
| 2025-06-30 | $19k | 385 | 50.08 |
| 2025-03-31 | $19k | 410 | 45.30 |
| 2024-12-31 | $19k | 409 | 46.67 |
| 2024-09-30 | $19k | 407 | 47.03 |
| 2024-06-30 | $18k | 406 | 43.94 |
| 2024-03-31 | $17k | 405 | 42.24 |
| 2023-12-31 | $16k | 404 | 39.31 |
| 2023-09-30 | $14k | 403 | 34.94 |
| 2023-06-30 | $15k | 401 | 37.10 |
| 2023-03-31 | $14k | 400 | 35.07 |
| 2022-12-31 | $13k | 399 | 32.45 |
| 2022-09-30 | $12k | 399 | 30.08 |
| 2022-06-30 | $41k | 1.2k | 33.06 |
| 2022-03-31 | $50k | 1.2k | 40.32 |
| 2021-12-31 | $44k | 1.0k | 43.91 |
| 2021-09-30 | $24k | 603 | 39.80 |
| 2021-06-30 | $24k | 603 | 39.80 |
| 2021-03-31 | $23k | 603 | 38.14 |
| 2020-12-31 | $22k | 603 | 36.48 |