Geneos Wealth Management Inc. Wisdomtree Tr Us Multifactor F Transaction History

Geneos Wealth Management Inc.

$3.85 Billion
Q4 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 241 shares of USMF stock, worth $12,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares

241

Previous 515 53.2%

Holding current value

$12,242

Previous $26,000 53.85%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$50.48 - $52.12 $13,831 - $14,280	-274 Reduced 53.2%	241 $12,000
Q3 2025 Oct 22, 2025	SELL	$50.16 - $52.45 $16,001 - $16,731	-319 Reduced 38.25%	515 $26,000
Q2 2025 Aug 18, 2025	BUY	$44.42 - $51.46 $4,975 - $5,763	112 Added 15.51%	834 $42,000
Q1 2025 May 07, 2025	SELL	$48.29 - $51.95 $32,257 - $34,702	-668 Reduced 48.06%	722 $35,000
Q4 2024 Jan 21, 2025	BUY	$48.43 - $52.86 $33,997 - $37,107	702 Added 102.03%	1,390 $69,000

Q2 2024 Jul 23, 2024	BUY	$43.93 - $46.44 $30,223 - $31,950	688 New	688 $31,000
Q2 2021 Jul 08, 2021	SELL	$38.14 - $39.96 $26,240 - $27,492	-688 Closed	0 $0
Q1 2021 Jun 17, 2021	BUY	$34.79 - $38.4 $23,935 - $26,419	688 New	688 $26,000

Others Institutions Holding USMF

# of Institutions

Shares Held

7.71M

Call Options Held

Put Options Held

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About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
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Geneos Wealth Management Inc. Wisdomtree Tr Us Multifactor F Transaction History