Geneos Wealth Management Inc.
Position in WTRE — WisdomTree New Economy Real Estate Fund
CIK 1764754
ENGLEWOOD, CO
All Filings in WTRE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTRE | $2,209 | 102 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 WTRE | $2,171 | 102 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 WTRE | $2,270 | 102 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 WTRE | $1,985 | 102 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 WTRE | $1,767 | 102 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 WTRE | $1,759 | 102 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 WTRE | $2,030 | 102 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 WTRE | $1,775 | 102 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 WTRE | $1,847 | 102 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 WTRE | $1,866 | 102 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 WTRE | $1,602 | 102 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 WTRE | $1,714 | 102 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 WTRE | $1,736 | 102 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 WTRE | $1,673 | 102 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 WTRE | $1,592 | 102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 WTRE | $1,871 | 102 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 WTRE | $2,360 | 102 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 WTRE | $2,486 | 102 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 WTRE | $2,543 | 102 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 WTRE | $2,704 | 102 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 WTRE | $2,707 | 102 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 WTRE | $2,616 | 102 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 WTRE | $2,478 | 102 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 WTRE | $2,432 | 102 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 WTRE | $2,249 | 102 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||