Geneos Wealth Management Inc. Wisdomtree Tr Us Multifactor F Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 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 515 shares of USMF stock, worth $26,162. This represents 0.0% of its overall portfolio holdings.
Number of Shares
515
Previous 834
38.25%
Holding current value
$26,162
Previous $42,000
38.1%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding USMF
# of Institutions
76Shares Held
7.77MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.34MShares$67.9 Million0.08% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$60.5 Million11.04% of portfolio
-
Lido Advisors, LLC Los Angeles, CA765KShares$38.9 Million0.13% of portfolio
-
Great Valley Advisor Group, Inc.563KShares$28.6 Million0.66% of portfolio
-
Sns Financial Group, LLC440KShares$22.3 Million2.03% of portfolio