Geneos Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.3K | Sell |
23,202
-1,925
| -8% | -$7.66K | ﹤0.01% | 1284 |
|
|
2025
Q1 | $100K | Buy |
25,127
+23,835
| +1,845% | +$94.9K | ﹤0.01% | 1574 |
|
|
2024
Q4 | $5.08K | Buy |
1,292
+666
| +106% | +$2.62K | ﹤0.01% | 2330 |
|
|
2024
Q3 | $2.54K | Buy |
+626
| New | +$2.54K | ﹤0.01% | 2243 |
|
|
2017
Q2 | – | Sell |
-508
| Closed | -$2K | – | 2102 |
|
|
2017
Q1 | $2K | Sell |
508
-4
| -0.8% | -$16 | ﹤0.01% | 1891 |
|
|
2016
Q4 | $2K | Sell |
512
-2,785
| -84% | -$10.9K | ﹤0.01% | 1861 |
|
|
2016
Q3 | $16K | Buy |
3,297
+27
| +0.8% | +$131 | ﹤0.01% | 1207 |
|
|
2016
Q2 | $16K | Hold |
3,270
| – | – | ﹤0.01% | 1183 |
|
|
2016
Q1 | $15K | Buy |
+3,270
| New | +$15K | ﹤0.01% | 1170 |
|