Geneos Wealth Management’s Barings BDC BBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $162K | Sell |
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|
2025
Q2 | $175K | Sell |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $247K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $263K | Sell |
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|
2022
Q2 | $889K | Buy |
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|
2022
Q1 | $879K | Buy |
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|
2021
Q4 | $38K | Buy |
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|
2021
Q3 | $18K | Hold |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $16K | Sell |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $23K | Hold |
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|
2019
Q3 | $23K | Hold |
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|
2019
Q2 | $22K | Sell |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $27K | Buy |
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