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Wisdomtree Tr shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr 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 Tr by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $548k 10k 53.43

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Norfolk Southern (NSC)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Geneos Wealth Management

Top funds holding Wisdomtree Tr

Retirement Planning Group
HighTower Advisors
LPL Financial
Morgan Stanley
Trust Point
Bank of America Corporation
Private Advisor
RVW Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
UBS Group
Rockefeller Capital Management
Columbia Advisory Partners
Cetera Investment Advisers
Advisor Group Holdings

View all funds holding Wisdomtree Tr