Geneos Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $887K | Buy |
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|
2025
Q2 | $879K | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $164K | Buy |
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|
2024
Q3 | $165K | Sell |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $70.3K | Sell |
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|
2023
Q4 | $75.6K | Sell |
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|
2023
Q3 | $103K | Buy |
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|
2023
Q2 | $111K | Sell |
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|
2023
Q1 | $143K | Buy |
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|
2022
Q4 | $134K | Buy |
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|
2022
Q3 | $135K | Sell |
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|
2022
Q2 | $192K | Sell |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $208K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | $216K | Sell |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $329K | Sell |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $206K | Sell |
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|
2019
Q3 | $225K | Buy |
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|
2019
Q2 | $240K | Buy |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q4 | $179K | Sell |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q2 | $57K | Sell |
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|
2018
Q1 | $187K | Sell |
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|
2017
Q4 | $263K | Buy |
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|
2017
Q3 | $232K | Buy |
|
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|
2017
Q2 | $216K | Sell |
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|
2017
Q1 | $211K | Buy |
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|
2016
Q4 | $182K | Sell |
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|
2016
Q3 | $180K | Sell |
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|
2016
Q2 | $181K | Sell |
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|
2016
Q1 | $187K | Buy |
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