GWM
Geneos Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Sell |
348,190
-317,679
| -48% | -$23.4M | 0.63% | 28 |
|
|
2025
Q1 | $48.9M | Buy |
665,869
+488,045
| +274% | +$35.8M | 0.7% | 23 |
|
|
2024
Q4 | $12.8M | Buy |
177,824
+25,368
| +17% | +$1.82M | 0.45% | 42 |
|
|
2024
Q3 | $11.5M | Buy |
152,456
+72,639
| +91% | +$5.46M | 0.44% | 46 |
|
|
2024
Q2 | $5.75M | Sell |
79,817
-281
| -0.4% | -$20.2K | 0.26% | 89 |
|
|
2024
Q1 | $5.82M | Sell |
80,098
-77,122
| -49% | -$5.6M | 0.27% | 87 |
|
|
2023
Q4 | $11.6M | Buy |
157,220
+56,987
| +57% | +$4.19M | 0.57% | 37 |
|
|
2023
Q3 | $6.99M | Sell |
100,233
-447
| -0.4% | -$31.2K | 0.36% | 58 |
|
|
2023
Q2 | $7.32M | Buy |
100,680
+84,497
| +522% | +$6.14M | 0.38% | 53 |
|
|
2023
Q1 | $1.19M | Sell |
16,183
-59,133
| -79% | -$4.37M | 0.07% | 265 |
|
|
2022
Q4 | $5.41M | Sell |
75,316
-2,327
| -3% | -$167K | 0.33% | 79 |
|
|
2022
Q3 | $5.54M | Sell |
77,643
-15,386
| -17% | -$1.1M | 0.38% | 54 |
|
|
2022
Q2 | $7.04M | Buy |
93,029
+66,561
| +251% | +$5.04M | 0.35% | 57 |
|
|
2022
Q1 | $2.11M | Sell |
26,468
-660
| -2% | -$52.5K | 0.09% | 215 |
|
|
2021
Q4 | $2.3M | Sell |
27,128
-542
| -2% | -$45.9K | 0.09% | 230 |
|
|
2021
Q3 | $2.37M | Buy |
27,670
+2,240
| +9% | +$192K | 0.09% | 221 |
|
|
2021
Q2 | $2.18M | Sell |
25,430
-77,354
| -75% | -$6.64M | 0.09% | 226 |
|
|
2021
Q1 | $8.76M | Buy |
102,784
+9,376
| +10% | +$799K | 0.24% | 96 |
|
|
2020
Q4 | $1.94M | Buy |
93,408
+75,271
| +415% | +$1.57M | 0.08% | 238 |
|
|
2020
Q3 | $1.6M | Buy |
18,137
+326
| +2% | +$28.8K | 0.08% | 229 |
|
|
2020
Q2 | $1.57M | Sell |
17,811
-6,619
| -27% | -$583K | 0.09% | 219 |
|
|
2020
Q1 | $2.1M | Sell |
24,430
-1,121
| -4% | -$96.5K | 0.14% | 161 |
|
|
2019
Q4 | $2.15M | Buy |
25,551
+1,478
| +6% | +$124K | 0.11% | 193 |
|
|
2019
Q3 | $2.03M | Buy |
24,073
+3,609
| +18% | +$304K | 0.12% | 180 |
|
|
2019
Q2 | $1.7M | Buy |
20,464
+10,139
| +98% | +$842K | 0.11% | 193 |
|
|
2019
Q1 | $838K | Buy |
10,325
+1,277
| +14% | +$104K | 0.06% | 302 |
|
|
2018
Q4 | $714K | Sell |
9,048
-6,723
| -43% | -$531K | 0.05% | 312 |
|
|
2018
Q3 | $1.24M | Buy |
15,771
+6,176
| +64% | +$486K | 0.08% | 232 |
|
|
2018
Q2 | $759K | Sell |
9,595
-3,540
| -27% | -$280K | 0.06% | 264 |
|
|
2018
Q1 | $1.05M | Buy |
13,135
+2,701
| +26% | +$216K | 0.09% | 203 |
|
|
2017
Q4 | $851K | Sell |
10,434
-17,241
| -62% | -$1.41M | 0.08% | 234 |
|
|
2017
Q3 | $2.27M | Buy |
27,675
+1,190
| +4% | +$97.5K | 0.23% | 118 |
|
|
2017
Q2 | $2.17M | Buy |
26,485
+5,688
| +27% | +$465K | 0.22% | 110 |
|
|
2017
Q1 | $1.69M | Sell |
20,797
-1,119
| -5% | -$90.7K | 0.18% | 123 |
|
|
2016
Q4 | $1.77M | Buy |
21,916
+613
| +3% | +$49.5K | 0.23% | 104 |
|
|
2016
Q3 | $1.79M | Buy |
21,303
+8,506
| +66% | +$716K | 0.24% | 104 |
|
|
2016
Q2 | $1.08M | Sell |
12,797
-6,047
| -32% | -$510K | 0.16% | 144 |
|
|
2016
Q1 | $1.56M | Buy |
+18,844
| New | +$1.56M | 0.24% | 106 |
|