GWM
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Geneos Wealth Management’s BILL Holdings BILL Stock Holding History

Geneos Wealth Management’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.94K Sell
42
-73
-63% -$3.38K ﹤0.01% 2818
2025
Q1 		$5.28K Buy
115
+86
+297% +$3.95K ﹤0.01% 2739
2024
Q4 		$2.46K Buy
+29
New +$2.46K ﹤0.01% 2548