Geneos Wealth Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.35M Buy
2025
Q2
$1.19M Sell
2025
Q1
$2.16M Buy
2024
Q4
$737K Buy
2024
Q3
$391K Sell
2024
Q2
$449K Buy
2024
Q1
$421K Sell
2023
Q4
$424K Buy
2023
Q3
$234K Buy
2023
Q2
$79.6K Buy