Geneos Wealth Management’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Sell
1,775
-3,693
-68% -$371K ﹤0.01% 1038
2025
Q1
$549K Buy
5,468
+4,218
+337% +$424K 0.01% 859
2024
Q4
$125K Buy
+1,250
New +$125K ﹤0.01% 992