GWM
Geneos Wealth Management’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,465
| Closed | -$20.7K | – | 3073 |
|
|
2024
Q4 | $20.7K | Sell |
2,465
-802
| -25% | -$6.73K | ﹤0.01% | 1710 |
|
|
2024
Q3 | $28.7K | Buy |
3,267
+803
| +33% | +$7.04K | ﹤0.01% | 1413 |
|
|
2024
Q2 | $20.9K | Sell |
2,464
-175
| -7% | -$1.49K | ﹤0.01% | 1336 |
|
|
2024
Q1 | $22.5K | Buy |
2,639
+862
| +49% | +$7.35K | ﹤0.01% | 1320 |
|
|
2023
Q4 | $15.3K | Sell |
1,777
-2,683
| -60% | -$23.1K | ﹤0.01% | 1437 |
|
|
2023
Q3 | $36.7K | Hold |
4,460
| – | – | ﹤0.01% | 1169 |
|
|
2023
Q2 | $37.7K | Hold |
4,460
| – | – | ﹤0.01% | 1166 |
|
|
2023
Q1 | $38.1K | Buy |
+4,460
| New | +$38.1K | ﹤0.01% | 1158 |
|