Geneos Wealth Management’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
12,002
-9,732
| -45% | -$968K | 0.03% | 490 |
|
|
2025
Q1 | $2.16M | Buy |
21,734
+14,299
| +192% | +$1.42M | 0.03% | 471 |
|
|
2024
Q4 | $737K | Buy |
7,435
+3,510
| +89% | +$348K | 0.03% | 487 |
|
|
2024
Q3 | $391K | Sell |
3,925
-595
| -13% | -$59.3K | 0.01% | 612 |
|
|
2024
Q2 | $449K | Buy |
4,520
+285
| +7% | +$28.3K | 0.02% | 517 |
|
|
2024
Q1 | $421K | Sell |
4,235
-40
| -0.9% | -$3.98K | 0.02% | 530 |
|
|
2023
Q4 | $424K | Buy |
4,275
+1,925
| +82% | +$191K | 0.02% | 520 |
|
|
2023
Q3 | $234K | Buy |
2,350
+1,550
| +194% | +$154K | 0.01% | 645 |
|
|
2023
Q2 | $79.6K | Buy |
+800
| New | +$79.6K | ﹤0.01% | 942 |
|