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Wisdomtree Tr us multifactor shares owned by Geneos Wealth Management

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

Historical chart of Geneos Wealth Management investment in Wisdomtree Tr us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr us multifactor 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 us multifactor by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $31k 688 45.44
2021-03-31 $26k 688 37.79

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 Tr us multifactor

HighTower Advisors
Private Wealth Strategies
Great Valley Advisor Group
Team Financial Group
Raymond James Financial Services Advisors
Insight Advisors, LLC/ PA
Private Advisor
LPL Financial
Sanctuary Advisors
Atria Investments
Wells Fargo & Company
Western Wealth Management
Morgan Stanley
Smartleaf Asset Management
Financial Enhancement

View all funds holding Wisdomtree Tr us multifactor