Geneos Wealth Management Inc.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1764754
ENGLEWOOD, CO
All Filings in AGGY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,132 | 900 | Shares | Sole | 2026-08-06 | |
| 2023-12-31 | $6,603 | 150 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,226 | 150 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,463 | 150 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,553 | 150 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $23,457 | 550 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $32,382 | 767 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,590 | 550 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $43,065 | 900 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $46,512 | 900 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $46,728 | 900 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $46,980 | 900 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $46,080 | 900 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $48,321 | 900 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $67,651 | 1,257 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $34,983 | 650 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||