Geneos Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.79K | Hold |
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|
2025
Q2 | $7.02K | Sell |
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|
2025
Q1 | $14.5K | Buy |
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|
2024
Q4 | $7.12K | Hold |
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|
2024
Q3 | $7.47K | Hold |
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|
2024
Q2 | $7.1K | Hold |
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|
2024
Q1 | $7.17K | Hold |
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|
2023
Q4 | $6.69K | Hold |
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|
2023
Q3 | $6.63K | Hold |
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|
2023
Q2 | $6.54K | Hold |
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|
2023
Q1 | $6.3K | Hold |
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|
2022
Q4 | $5.9K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $6K | Buy |
|