Geneos Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-645	Closed	-$6.39K	–	2501
2025 Q4	$6.39K	Hold	645	–	–	﹤0.01%	2084
2025 Q3	$6.55K	Hold	645	–	–	﹤0.01%	2082
2025 Q2	$6.62K	Sell	645 -645	-50%	-$6.38K	﹤0.01%	2482
2025 Q1	$12.9K	Buy	1,290 +645	+100%	+$6.53K	﹤0.01%	2490
2024 Q4	$6.3K	Buy	+645	New	+$6.59K	﹤0.01%	2242
2022 Q1	–	Sell	-1,575	Closed	-$20K	–	2813
2021 Q4	$20K	Hold	1,575	–	–	﹤0.01%	1885
2021 Q3	$20K	Hold	1,575	–	–	﹤0.01%	1911
2021 Q2	$20K	Hold	1,575	–	–	﹤0.01%	1917
2021 Q1	$20K	Hold	1,575	–	–	﹤0.01%	2081
2020 Q4	$19K	Hold	1,575	–	–	﹤0.01%	1937
2020 Q3	$17K	Hold	1,575	–	–	﹤0.01%	1724
2020 Q2	$17K	Hold	1,575	–	–	﹤0.01%	1685
2020 Q1	$15K	Hold	1,575	–	–	﹤0.01%	1626
2019 Q4	$20K	Hold	1,575	–	–	﹤0.01%	1688
2019 Q3	$19K	Hold	1,575	–	–	﹤0.01%	1627
2019 Q2	$19K	Hold	1,575	–	–	﹤0.01%	1651
2019 Q1	$19K	Buy	1,575 +930	+144%	+$11.6K	﹤0.01%	1595
2018 Q4	$7K	Hold	645	–	–	﹤0.01%	1876
2018 Q3	$8K	Hold	645	–	–	﹤0.01%	1914
2018 Q2	$8K	Hold	645	–	–	﹤0.01%	1784
2018 Q1	$8K	Hold	645	–	–	﹤0.01%	1714
2017 Q4	$8K	Hold	645	–	–	﹤0.01%	1699
2017 Q3	$9K	Hold	645	–	–	﹤0.01%	1606
2017 Q2	$9K	Hold	645	–	–	﹤0.01%	1572
2017 Q1	$8K	Hold	645	–	–	﹤0.01%	1552
2016 Q4	$8K	Hold	645	–	–	﹤0.01%	1500
2016 Q3	$8K	Hold	645	–	–	﹤0.01%	1435
2016 Q2	$8K	Hold	645	–	–	﹤0.01%	1389
2016 Q1	$8K	Buy	+645	New	+$8.04K	﹤0.01%	1374