Geneos Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $949K | Buy |
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|
2025
Q2 | $678K | Sell |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $547K | Buy |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $51.8K | Hold |
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|
2022
Q3 | $51K | Hold |
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|
2022
Q2 | $54K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $40K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $41K | Hold |
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|
2020
Q1 | $40K | Buy |
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