GENEOS WEALTH MANAGEMENT INC. – WisdomTree Floating Rate Treasury Fund Transaction History
GENEOS WEALTH MANAGEMENT INC. portfolio value:
$1.69M
portfolio value
GENEOS WEALTH MANAGEMENT INC. quarter portfolio value change:
-0.10%
quarter
WisdomTree Floating Rate Treasury Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +69972.92% | 33.58K shares | 1.68M | $50.28 | 33.63K |
Q2 2022 | share | 0.00% | 0 shares | 0 | $50.33 | 48 | |
Q1 2022 | share | Increase | 0.00% | 48 shares | 2K | $50.28 | 48 |