GWM
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Geneos Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

Geneos Wealth Management’s Portfolio CLOI Stock Details CLOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.13M Sell
153,503
-87,930
-36% -$4.66M 0.2% 130
2025
Q1 		$12.8M Buy
241,433
+231,849
+2,419% +$12.3M 0.18% 137
2024
Q4 		$506K Buy
+9,584
New +$506K 0.02% 586