Geneos Wealth Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $51.7K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.82K | Sell |
|
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|
2023
Q3 | $108K | Sell |
|
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|
2023
Q2 | $501K | Buy |
|
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|
2023
Q1 | $484K | Sell |
|
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|
2022
Q4 | $510K | Sell |
|
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|
2022
Q3 | $568K | Sell |
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|
2022
Q2 | $1.86M | Sell |
|
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|
2022
Q1 | $1.87M | Sell |
|
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|
2021
Q4 | $2.19M | Sell |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $2.18M | Sell |
|
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|
2021
Q1 | $3.65M | Sell |
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|
2020
Q4 | $2.16M | Buy |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Buy |
|