Geneos Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,250	Closed	-$13.2K	–	2096
2024 Q1	$13.2K	Hold	1,250	–	–	﹤0.01%	1478
2023 Q4	$13K	Hold	1,250	–	–	﹤0.01%	1477
2023 Q3	$13K	Hold	1,250	–	–	﹤0.01%	1497
2023 Q2	$12.3K	Hold	1,250	–	–	﹤0.01%	1519
2023 Q1	$13.1K	Hold	1,250	–	–	﹤0.01%	1478
2022 Q4	$12.7K	Hold	1,250	–	–	﹤0.01%	1465
2022 Q3	$12K	Hold	1,250	–	–	﹤0.01%	1461
2022 Q2	$13K	Hold	1,250	–	–	﹤0.01%	1853
2022 Q1	$14K	Hold	1,250	–	–	﹤0.01%	1935
2021 Q4	$16K	Hold	1,250	–	–	﹤0.01%	1990
2021 Q3	$16K	Hold	1,250	–	–	﹤0.01%	2026
2021 Q2	$16K	Hold	1,250	–	–	﹤0.01%	2013
2021 Q1	$16K	Hold	1,250	–	–	﹤0.01%	2173
2020 Q4	$16K	Hold	1,250	–	–	﹤0.01%	2027
2020 Q3	$14K	Hold	1,250	–	–	﹤0.01%	1821
2020 Q2	$14K	Hold	1,250	–	–	﹤0.01%	1768
2020 Q1	$13K	Hold	1,250	–	–	﹤0.01%	1684
2019 Q4	$16K	Hold	1,250	–	–	﹤0.01%	1781
2019 Q3	$16K	Hold	1,250	–	–	﹤0.01%	1704
2019 Q2	$16K	Hold	1,250	–	–	﹤0.01%	1737
2019 Q1	$16K	Hold	1,250	–	–	﹤0.01%	1664
2018 Q4	$15K	Hold	1,250	–	–	﹤0.01%	1623
2018 Q3	$16K	Hold	1,250	–	–	﹤0.01%	1671
2018 Q2	$16K	Hold	1,250	–	–	﹤0.01%	1535
2018 Q1	$17K	Hold	1,250	–	–	﹤0.01%	1451
2017 Q4	$17K	Hold	1,250	–	–	﹤0.01%	1446
2017 Q3	$17K	Hold	1,250	–	–	﹤0.01%	1382
2017 Q2	$17K	Hold	1,250	–	–	﹤0.01%	1333
2017 Q1	$17K	Hold	1,250	–	–	﹤0.01%	1293
2016 Q4	$17K	Hold	1,250	–	–	﹤0.01%	1244
2016 Q3	$17K	Hold	1,250	–	–	﹤0.01%	1182
2016 Q2	$16K	Hold	1,250	–	–	﹤0.01%	1179
2016 Q1	$16K	Buy	+1,250	New	+$16.3K	﹤0.01%	1154