Geneos Wealth Management Inc. Wisdomtree Floating Rate Treas Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 132,831 shares of USFR stock, worth $6.69 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
132,831
Previous 137,195 3.18%
Holding current value
$6.69 Million
Previous $6.9 Million 3.26%
% of portfolio
0.18%
Previous 0.18%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$50.23 - $50.48 $219,203 - $220,294
-4,364 Reduced 3.18%
132,831 $6.68 Million
Q2 2025

Aug 18, 2025
SELL
$50.28 - $50.47 $4.23 Million - $4.25 Million
-84,136 Reduced 38.01%
137,195 $6.9 Million
Q1 2025

May 21, 2025
SELL
$50.29 - $50.5 $89,214 - $89,587
-1,774 Reduced 0.8%
221,331 $11.1 Million
Q1 2025

May 07, 2025
BUY
$50.29 - $50.5 $1.87 Million - $1.88 Million
37,278 Added 20.06%
223,105 $11.2 Million
Q4 2024

Jan 21, 2025
SELL
$50.23 - $50.46 $3.66 Million - $3.68 Million
-72,897 Reduced 28.18%
185,827 $9.35 Million
Q3 2024

Nov 14, 2024
BUY
$50.2 - $50.48 $12,901 - $12,973
257 Added 0.1%
258,724 $13 Million
Q2 2024

Jul 23, 2024
BUY
$50.28 - $50.52 $334,160 - $335,755
6,646 Added 2.64%
258,467 $13 Million
Q1 2024

May 03, 2024
SELL
$50.23 - $50.46 $2.01 Million - $2.02 Million
-39,955 Reduced 13.69%
251,821 $12.7 Million
Q4 2023

Jan 26, 2024
SELL
$50.21 - $50.49 $38,209 - $38,422
-761 Reduced 0.26%
291,776 $14.7 Million
Q3 2023

Oct 11, 2023
BUY
$50.28 - $50.51 $953,610 - $957,972
18,966 Added 6.93%
292,537 $14.7 Million
Q2 2023

Aug 08, 2023
BUY
$50.23 - $50.5 $3.9 Million - $3.92 Million
77,690 Added 39.66%
273,571 $13.8 Million
Q1 2023

Apr 25, 2023
BUY
$50.21 - $50.41 $3.17 Million - $3.19 Million
63,232 Added 47.67%
195,881 $9.85 Million
Q4 2022

Jan 30, 2023
BUY
$50.2 - $50.39 $4.97 Million - $4.99 Million
99,014 Added 294.38%
132,649 $6.67 Million
Q3 2022

Nov 14, 2022
BUY
$50.24 - $50.38 $1.69 Million - $1.69 Million
33,587 Added 69972.92%
33,635 $1.69 Million
Q1 2022

May 16, 2022
BUY
$50.18 - $50.3 $2,408 - $2,414
48 New
48 $2,000

Others Institutions Holding USFR

# of Institutions
605
Shares Held
233M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

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