Geneos Wealth Management Inc.
Position in GDE — WisdomTree Efficient Gold Plus Equity Strategy Fund
CIK 1764754
ENGLEWOOD, CO
All Filings in GDE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 GDE | $240,844 | 3,829 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 GDE | $232,861 | 3,779 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 GDE | $188,936 | 3,291 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||