Geneos Wealth Management’s Allspring Multi-Sector Income Fund ERC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.2K | Sell |
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|
2025
Q2 | $19.2K | Sell |
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|
2025
Q1 | $33.4K | Buy |
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|
2024
Q4 | $6.54K | Buy |
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|
2024
Q3 | $5.61K | Hold |
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|
2024
Q2 | $5.26K | Hold |
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|
2024
Q1 | $5.47K | Hold |
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|
2023
Q4 | $5.53K | Hold |
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|
2023
Q3 | $5.33K | Hold |
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|
2023
Q2 | $5.43K | Hold |
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|
2023
Q1 | $5.36K | Hold |
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|
2022
Q4 | $5.74K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $7K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $6K | Buy |
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