Geneos Wealth Management Inc.
Position in QHY — WisdomTree U.S. High Yield Corporate Bond Fund
CIK 1764754
ENGLEWOOD, CO
All Filings in QHY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 QHY | $342,916 | 7,530 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 QHY | $363,625 | 7,830 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 QHY | $365,650 | 7,855 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 QHY | $362,115 | 7,855 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 QHY | $351,748 | 7,800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 QHY | $356,566 | 7,900 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 QHY | $351,044 | 7,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 QHY | $396,922 | 8,900 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 QHY | $403,259 | 8,900 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 QHY | $446,251 | 9,825 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 QHY | $460,405 | 10,660 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 QHY | $519,227 | 11,760 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 QHY | $556,341 | 12,435 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 QHY | $528,697 | 12,035 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 QHY | $507,002 | 11,885 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 QHY | $522,940 | 11,885 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 QHY | $680,151 | 13,785 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 QHY | $748,484 | 14,265 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 QHY | $843,922 | 16,035 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 QHY | $883,616 | 16,745 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 QHY | $832,080 | 16,000 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 QHY | $827,400 | 15,760 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 QHY | $573,995 | 11,465 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 QHY | $343,194 | 7,050 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 QHY | $17,880 | 400 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||