GWM
Geneos Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Sell |
794,108
-514,746
| -39% | -$11.8M | 0.45% | 47 |
|
|
2025
Q1 | $30.1M | Buy |
1,308,854
+847,969
| +184% | +$19.5M | 0.43% | 48 |
|
|
2024
Q4 | $10.6M | Buy |
460,885
+17,007
| +4% | +$391K | 0.37% | 55 |
|
|
2024
Q3 | $10.4M | Buy |
443,878
+10,058
| +2% | +$236K | 0.4% | 52 |
|
|
2024
Q2 | $9.79M | Sell |
433,820
-2,226
| -0.5% | -$50.2K | 0.43% | 48 |
|
|
2024
Q1 | $9.93M | Buy |
436,046
+251,618
| +136% | +$5.73M | 0.45% | 47 |
|
|
2023
Q4 | $4.25M | Sell |
184,428
-138,482
| -43% | -$3.19M | 0.21% | 123 |
|
|
2023
Q3 | $7.12M | Buy |
322,910
+8,253
| +3% | +$182K | 0.37% | 56 |
|
|
2023
Q2 | $7.21M | Buy |
314,657
+78,853
| +33% | +$1.81M | 0.38% | 55 |
|
|
2023
Q1 | $5.51M | Sell |
235,804
-695,233
| -75% | -$16.3M | 0.33% | 68 |
|
|
2022
Q4 | $21.2M | Sell |
931,037
-33,780
| -4% | -$767K | 1.28% | 11 |
|
|
2022
Q3 | $22M | Sell |
964,817
-6,217
| -0.6% | -$141K | 1.51% | 10 |
|
|
2022
Q2 | $23.4M | Buy |
971,034
+668
| +0.1% | +$16.1K | 1.15% | 13 |
|
|
2022
Q1 | $24.2M | Buy |
970,366
+55,778
| +6% | +$1.39M | 1.04% | 16 |
|
|
2021
Q4 | $24.4M | Sell |
914,588
-297,455
| -25% | -$7.94M | 0.93% | 16 |
|
|
2021
Q3 | $32.2M | Buy |
1,212,043
+72,819
| +6% | +$1.94M | 1.23% | 10 |
|
|
2021
Q2 | $30.2M | Buy |
1,139,224
+9,399
| +0.8% | +$250K | 1.18% | 10 |
|
|
2021
Q1 | $29.8M | Sell |
1,129,825
-99,173
| -8% | -$2.62M | 0.83% | 21 |
|
|
2020
Q4 | $31.8M | Sell |
1,228,998
-696,716
| -36% | -$18M | 1.28% | 9 |
|
|
2020
Q3 | $53.9M | Buy |
1,925,714
+278,873
| +17% | +$7.81M | 2.8% | 3 |
|
|
2020
Q2 | $46.2M | Buy |
1,646,841
+678,100
| +70% | +$19M | 2.57% | 3 |
|
|
2020
Q1 | $27.3M | Buy |
968,741
+766,694
| +379% | +$21.6M | 1.83% | 6 |
|
|
2019
Q4 | $5.25M | Buy |
202,047
+56,865
| +39% | +$1.48M | 0.28% | 101 |
|
|
2019
Q3 | $3.82M | Buy |
145,182
+2,368
| +2% | +$62.2K | 0.23% | 111 |
|
|
2019
Q2 | $3.69M | Buy |
142,814
+18,962
| +15% | +$489K | 0.23% | 114 |
|
|
2019
Q1 | $3.13M | Buy |
123,852
+38,279
| +45% | +$966K | 0.21% | 133 |
|
|
2018
Q4 | $2.36M | Buy |
85,573
+38,874
| +83% | +$1.07M | 0.17% | 150 |
|
|
2018
Q3 | $1.15M | Buy |
46,699
+39,864
| +583% | +$982K | 0.08% | 241 |
|
|
2018
Q2 | $168K | Buy |
6,835
+6,690
| +4,614% | +$164K | 0.01% | 607 |
|
|
2018
Q1 | $3K | Sell |
145
-1,896
| -93% | -$39.2K | ﹤0.01% | 1951 |
|
|
2017
Q4 | $51K | Buy |
2,041
+1,896
| +1,308% | +$47.4K | ﹤0.01% | 991 |
|
|
2017
Q3 | $3K | Buy |
+145
| New | +$3K | ﹤0.01% | 1892 |
|