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Geneos Wealth Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Geneos Wealth Management’s Portfolio HTAB Stock Details HTAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,119
Closed -$154K – 2968
2021
Q1 		$154K Buy
+7,119
New +$155K ﹤0.01% 1091

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RCAG
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LWAC
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WIM
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WWMSC
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AWAP
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