Gen Wealth Group, Inc. Wisdomtree Floating Rate Treas Transaction History

Gen Wealth Group, Inc.

  • $533 Million
  • Q3 2025

A detailed history of Gen Wealth Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 8,823 shares of USFR stock, worth $444,238. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,823
Previous 6,367 38.57%
Holding current value
$444,238
Previous $320,000 38.44%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 14, 2025
BUY
$50.23 - $50.48 $123,364 - $123,978
2,456 Added 38.57%
8,823 $443,000
Q2 2025

Jul 16, 2025
BUY
$50.28 - $50.47 $26,346 - $26,446
524 Added 8.97%
6,367 $320,000
Q1 2025

Apr 10, 2025
BUY
$50.29 - $50.5 $81,821 - $82,163
1,627 Added 38.59%
5,843 $294,000
Q4 2024

Jan 15, 2025
BUY
$50.23 - $50.46 $351 - $353
7 Added 0.17%
4,216 $212,000
Q3 2024

Oct 11, 2024
BUY
$50.2 - $50.48 $211,291 - $212,470
4,209 New
4,209 $211,000
Q1 2024

Apr 11, 2024
BUY
$50.23 - $50.46 $236,080 - $237,162
4,700 New
4,700 $236,000

Others Institutions Holding USFR

# of Institutions
610
Shares Held
249M
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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