Geneos Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.7M | Buy |
247,564
+151,063
| +157% | +$13.8M | 0.53% | 37 |
|
|
2025
Q4 | $8.82M | Buy |
96,501
+3,291
| +4% | +$301K | 0.22% | 117 |
|
|
2025
Q3 | $8.55M | Sell |
93,210
-14,022
| -13% | -$1.28M | 0.22% | 119 |
|
|
2025
Q2 | $9.84M | Sell |
107,232
-93,901
| -47% | -$8.6M | 0.24% | 102 |
|
|
2025
Q1 | $18.4M | Buy |
201,133
+119,466
| +146% | +$10.9M | 0.27% | 91 |
|
|
2024
Q4 | $7.47M | Buy |
81,667
+5,276
| +7% | +$483K | 0.26% | 86 |
|
|
2024
Q3 | $7.01M | Buy |
76,391
+1,102
| +1% | +$101K | 0.27% | 88 |
|
|
2024
Q2 | $6.91M | Sell |
75,289
-8,281
| -10% | -$759K | 0.31% | 77 |
|
|
2024
Q1 | $7.67M | Sell |
83,570
-19,043
| -19% | -$1.74M | 0.35% | 63 |
|
|
2023
Q4 | $9.38M | Buy |
102,613
+8,396
| +9% | +$769K | 0.46% | 48 |
|
|
2023
Q3 | $8.65M | Buy |
94,217
+20,630
| +28% | +$1.89M | 0.45% | 43 |
|
|
2023
Q2 | $6.76M | Buy |
73,587
+14,935
| +25% | +$1.37M | 0.35% | 61 |
|
|
2023
Q1 | $5.39M | Sell |
58,652
-3,394
| -5% | -$311K | 0.33% | 74 |
|
|
2022
Q4 | $5.68M | Buy |
62,046
+38,750
| +166% | +$3.55M | 0.34% | 73 |
|
|
2022
Q3 | $2.13M | Buy |
23,296
+4,690
| +25% | +$429K | 0.15% | 152 |
|
|
2022
Q2 | $1.7M | Sell |
18,606
-1,822
| -9% | -$167K | 0.08% | 227 |
|
|
2022
Q1 | $1.87M | Buy |
20,428
+1,316
| +7% | +$120K | 0.08% | 235 |
|
|
2021
Q4 | $1.75M | Sell |
19,112
-1,278
| -6% | -$117K | 0.07% | 272 |
|
|
2021
Q3 | $1.86M | Sell |
20,390
-4,346
| -18% | -$397K | 0.07% | 258 |
|
|
2021
Q2 | $2.26M | Sell |
24,736
-17,331
| -41% | -$1.59M | 0.09% | 221 |
|
|
2021
Q1 | $3.85M | Sell |
42,067
-1,713
| -4% | -$157K | 0.11% | 201 |
|
|
2020
Q4 | $3.95M | Buy |
43,780
+3,534
| +9% | +$323K | 0.16% | 150 |
|
|
2020
Q3 | $3.68M | Sell |
40,246
-364
| -0.9% | -$33.3K | 0.19% | 124 |
|
|
2020
Q2 | $3.72M | Buy |
40,610
+2,270
| +6% | +$208K | 0.21% | 115 |
|
|
2020
Q1 | $3.51M | Sell |
38,340
-23,103
| -38% | -$2.11M | 0.24% | 97 |
|
|
2019
Q4 | $5.62M | Buy |
61,443
+29,738
| +94% | +$2.72M | 0.3% | 90 |
|
|
2019
Q3 | $2.9M | Buy |
31,705
+4,066
| +15% | +$372K | 0.17% | 148 |
|
|
2019
Q2 | $2.53M | Buy |
27,639
+1,242
| +5% | +$114K | 0.16% | 155 |
|
|
2019
Q1 | $2.42M | Sell |
26,397
-1,091
| -4% | -$99.9K | 0.16% | 162 |
|
|
2018
Q4 | $2.51M | Buy |
27,488
+5,923
| +27% | +$542K | 0.19% | 138 |
|
|
2018
Q3 | $1.97M | Buy |
21,565
+3,208
| +17% | +$294K | 0.13% | 177 |
|
|
2018
Q2 | $1.68M | Sell |
18,357
-1,058
| -5% | -$96.8K | 0.13% | 158 |
|
|
2018
Q1 | $1.78M | Sell |
19,415
-478
| -2% | -$43.7K | 0.16% | 138 |
|
|
2017
Q4 | $1.82M | Buy |
+19,893
| New | +$1.82M | 0.16% | 142 |
|
Other funds holding BIL
HCM
3AM
Geneos Wealth Management's BIL Position: Q1 2026 in Review
Geneos Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 157% in Q1 2026, buying an estimated $13.8M and bringing the position to 247,564 shares worth $22.7M. The position accounts for 0.53% of the portfolio, ranked #37.
Geneos Wealth Management first reported a position in BIL in Q4 2017 and has held it in 34 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.
- Geneos Wealth Management held 247,564 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $22.7M as of Q1 2026.
- Geneos Wealth Management bought 151,063 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $13.8M.
- State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.53% of Geneos Wealth Management's portfolio in Q1 2026, its #37 holding.
- Geneos Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2017 and has held it in 34 quarters since.
- 1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.