Geneos Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02K | Sell |
450
-450
| -50% | -$7.02K | ﹤0.01% | 2455 |
|
|
2025
Q1 | $14.5K | Buy |
900
+450
| +100% | +$7.25K | ﹤0.01% | 2456 |
|
|
2024
Q4 | $7.12K | Hold |
450
| – | – | ﹤0.01% | 2192 |
|
|
2024
Q3 | $7.47K | Hold |
450
| – | – | ﹤0.01% | 1934 |
|
|
2024
Q2 | $7.1K | Hold |
450
| – | – | ﹤0.01% | 1633 |
|
|
2024
Q1 | $7.17K | Hold |
450
| – | – | ﹤0.01% | 1630 |
|
|
2023
Q4 | $6.69K | Hold |
450
| – | – | ﹤0.01% | 1649 |
|
|
2023
Q3 | $6.63K | Hold |
450
| – | – | ﹤0.01% | 1663 |
|
|
2023
Q2 | $6.54K | Hold |
450
| – | – | ﹤0.01% | 1676 |
|
|
2023
Q1 | $6.3K | Hold |
450
| – | – | ﹤0.01% | 1673 |
|
|
2022
Q4 | $5.9K | Hold |
450
| – | – | ﹤0.01% | 1668 |
|
|
2022
Q3 | $6K | Hold |
450
| – | – | ﹤0.01% | 1642 |
|
|
2022
Q2 | $6K | Buy |
+450
| New | +$6K | ﹤0.01% | 2126 |
|