GWM
Geneos Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9M | Sell |
360,206
-348,379
| -49% | -$26.9M | 0.68% | 24 |
|
|
2025
Q1 | $54.3M | Buy |
708,585
+360,820
| +104% | +$27.6M | 0.78% | 17 |
|
|
2024
Q4 | $26M | Sell |
347,765
-4,461
| -1% | -$333K | 0.91% | 16 |
|
|
2024
Q3 | $27.6M | Buy |
352,226
+22,238
| +7% | +$1.74M | 1.05% | 12 |
|
|
2024
Q2 | $24.7M | Buy |
329,988
+6,960
| +2% | +$521K | 1.1% | 10 |
|
|
2024
Q1 | $24.4M | Buy |
323,028
+9,622
| +3% | +$725K | 1.12% | 10 |
|
|
2023
Q4 | $23.9M | Sell |
313,406
-12,665
| -4% | -$967K | 1.18% | 11 |
|
|
2023
Q3 | $23.6M | Buy |
326,071
+15,028
| +5% | +$1.09M | 1.21% | 10 |
|
|
2023
Q2 | $23.4M | Buy |
311,043
+15,017
| +5% | +$1.13M | 1.23% | 8 |
|
|
2023
Q1 | $22.7M | Buy |
296,026
+2,695
| +0.9% | +$207K | 1.38% | 6 |
|
|
2022
Q4 | $21.8M | Sell |
293,331
-1,020
| -0.3% | -$75.8K | 1.32% | 10 |
|
|
2022
Q3 | $21.6M | Sell |
294,351
-6,381
| -2% | -$469K | 1.49% | 11 |
|
|
2022
Q2 | $23.6M | Buy |
300,732
+3,436
| +1% | +$269K | 1.16% | 11 |
|
|
2022
Q1 | $24.3M | Sell |
297,296
-6,097
| -2% | -$499K | 1.05% | 15 |
|
|
2021
Q4 | $26.6M | Buy |
303,393
+14,044
| +5% | +$1.23M | 1.01% | 13 |
|
|
2021
Q3 | $26M | Buy |
289,349
+249,332
| +623% | +$22.4M | 0.99% | 14 |
|
|
2021
Q2 | $3.6M | Buy |
40,017
+1,783
| +5% | +$160K | 0.14% | 158 |
|
|
2021
Q1 | $3.41M | Buy |
38,234
+640
| +2% | +$57K | 0.1% | 218 |
|
|
2020
Q4 | $3.24M | Sell |
37,594
-3,228
| -8% | -$278K | 0.13% | 176 |
|
|
2020
Q3 | $3.81M | Sell |
40,822
-1,477
| -3% | -$138K | 0.2% | 115 |
|
|
2020
Q2 | $3.93M | Sell |
42,299
-1,533
| -3% | -$142K | 0.22% | 109 |
|
|
2020
Q1 | $3.89M | Buy |
43,832
+3,223
| +8% | +$286K | 0.26% | 86 |
|
|
2019
Q4 | $3.55M | Buy |
40,609
+2,823
| +7% | +$247K | 0.19% | 135 |
|
|
2019
Q3 | $3.32M | Sell |
37,786
-11,343
| -23% | -$996K | 0.2% | 126 |
|
|
2019
Q2 | $4.25M | Buy |
49,129
+488
| +1% | +$42.2K | 0.26% | 104 |
|
|
2019
Q1 | $4.08M | Sell |
48,641
-9,184
| -16% | -$771K | 0.27% | 97 |
|
|
2018
Q4 | $4.7M | Buy |
57,825
+388
| +0.7% | +$31.5K | 0.35% | 69 |
|
|
2018
Q3 | $4.62M | Sell |
57,437
-1,610
| -3% | -$130K | 0.31% | 86 |
|
|
2018
Q2 | $4.78M | Sell |
59,047
-2,570
| -4% | -$208K | 0.37% | 74 |
|
|
2018
Q1 | $5.04M | Buy |
61,617
+12,535
| +26% | +$1.03M | 0.44% | 57 |
|
|
2017
Q4 | $4.11M | Buy |
49,082
+2,345
| +5% | +$197K | 0.37% | 79 |
|
|
2017
Q3 | $3.96M | Buy |
46,737
+1,267
| +3% | +$107K | 0.39% | 71 |
|
|
2017
Q2 | $3.84M | Buy |
45,470
+2,705
| +6% | +$229K | 0.39% | 72 |
|
|
2017
Q1 | $3.58M | Sell |
42,765
-166
| -0.4% | -$13.9K | 0.37% | 70 |
|
|
2016
Q4 | $3.57M | Buy |
42,931
+629
| +1% | +$52.2K | 0.47% | 46 |
|
|
2016
Q3 | $3.71M | Buy |
42,302
+13,637
| +48% | +$1.2M | 0.5% | 46 |
|
|
2016
Q2 | $2.53M | Sell |
28,665
-2,123
| -7% | -$187K | 0.37% | 66 |
|
|
2016
Q1 | $2.65M | Buy |
+30,788
| New | +$2.65M | 0.4% | 54 |
|