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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,119
Closed -$154K – 2968
2021
Q1 		$154K Buy
+7,119
New +$154K ﹤0.01% 1091