WisdomTree LargeCap Value Fund shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 49k | 91.01 |
| 2025-06-30 | $4.1M | 47k | 86.40 |
| 2025-03-31 | $4.0M | 49k | 82.17 |
| 2024-12-31 | $61k | 725 | 83.58 |
| 2024-09-30 | $58k | 725 | 80.00 |
| 2024-06-30 | $53k | 725 | 72.99 |
| 2024-03-31 | $61k | 800 | 75.60 |
| 2023-12-31 | $55k | 800 | 68.53 |
| 2023-09-30 | $49k | 800 | 61.77 |
| 2023-06-30 | $50k | 800 | 62.55 |
| 2023-03-31 | $47k | 800 | 58.64 |
| 2022-12-31 | $46k | 800 | 57.02 |
| 2022-09-30 | $40k | 800 | 50.00 |
| 2022-06-30 | $43k | 800 | 53.75 |
| 2022-03-31 | $49k | 800 | 61.25 |
| 2021-12-31 | $50k | 800 | 62.50 |
| 2021-09-30 | $47k | 800 | 58.75 |
| 2021-06-30 | $48k | 800 | 60.00 |
| 2021-03-31 | $49k | 420 | 116.67 |
| 2020-12-31 | $45k | 420 | 107.14 |
| 2020-09-30 | $32k | 400 | 80.00 |
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