Geneos Wealth Management Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Geneos Wealth Management Inc.

  • $3.85 Billion
  • Q4 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,900 shares of EES stock, worth $103,854. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,900
Holding current value
$103,854
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$53.25 - $56.36 $101,175 - $107,084
1,900 New
1,900 $103,000
Q2 2024

Jul 23, 2024
BUY
$45.98 - $49.63 $12,644 - $13,648
275 New
275 $12,000
Q2 2021

Jul 08, 2021
SELL
$46.72 - $51.33 $12,848 - $14,115
-275 Closed
0 $0
Q1 2021

Jun 17, 2021
BUY
$38.56 - $49.72 $10,604 - $13,673
275 New
275 $13,000
Q1 2019

Sep 07, 2021
SELL
N/A
-448 Closed
0 $0
Q4 2018

Sep 07, 2021
BUY
N/A
448 New
448 $14,000
Q3 2017

Sep 07, 2021
SELL
N/A
-75 Closed
0 $0
Q1 2017

Sep 07, 2021
BUY
N/A
50 Added 200.0%
75 $2,000
Q1 2016

Sep 07, 2021
BUY
N/A
25
25 $1,000

Others Institutions Holding EES

# of Institutions
164
Shares Held
7.17M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SMALLCAP FUND

EES Quotes by TradingView
  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
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