Wisdomtree Tr cmn shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $674k | 18k | 37.94 |
| 2025-06-30 | $617k | 18k | 34.48 |
| 2025-03-31 | $562k | 18k | 31.11 |
| 2024-12-31 | $494k | 16k | 30.48 |
| 2024-09-30 | $538k | 16k | 33.03 |
| 2024-06-30 | $510k | 17k | 30.63 |
| 2024-03-31 | $492k | 17k | 29.46 |
| 2023-12-31 | $512k | 18k | 28.88 |
| 2023-09-30 | $1.5M | 58k | 26.67 |
| 2023-06-30 | $1.6M | 57k | 27.95 |
| 2023-03-31 | $1.4M | 52k | 27.84 |
| 2022-12-31 | $518k | 19k | 26.68 |
| 2022-09-30 | $508k | 21k | 24.58 |
| 2022-06-30 | $853k | 30k | 28.45 |
| 2022-03-31 | $1.0M | 32k | 32.64 |
| 2021-12-31 | $1.2M | 31k | 36.84 |
| 2021-09-30 | $1.1M | 31k | 37.26 |
| 2021-06-30 | $906k | 22k | 41.71 |
| 2021-03-31 | $849k | 21k | 41.17 |
| 2020-12-31 | $819k | 20k | 40.39 |
| 2020-09-30 | $326k | 10k | 32.74 |
| 2020-06-30 | $324k | 11k | 29.79 |
| 2020-03-31 | $287k | 12k | 23.89 |