Wisdomtree Tr shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Wisdomtree Tr
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Quarterly reported holdings in Wisdomtree Tr by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 9.1k | 28.56 |
| 2025-06-30 | $224k | 9.1k | 24.56 |
| 2025-03-31 | $173k | 9.1k | 19.00 |
| 2024-12-31 | $206k | 9.4k | 22.00 |
| 2024-09-30 | $187k | 9.4k | 19.93 |
| 2024-06-30 | $196k | 9.4k | 20.89 |
| 2024-03-31 | $195k | 9.4k | 20.77 |
| 2023-12-31 | $194k | 9.4k | 20.69 |
| 2023-09-30 | $153k | 8.8k | 17.42 |
| 2023-06-30 | $6.2k | 325 | 19.07 |