GWM
Geneos Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.75M | Sell |
96,823
-63,342
| -40% | -$6.38M | 0.24% | 104 |
|
|
2025
Q1 | $16.1M | Sell |
160,165
-1,046,259
| -87% | -$105M | 0.23% | 108 |
|
|
2024
Q4 | $121M | Buy |
1,206,424
+1,139,955
| +1,715% | +$114M | 4.24% | 1 |
|
|
2024
Q3 | $6.69M | Buy |
66,469
+7,227
| +12% | +$728K | 0.26% | 91 |
|
|
2024
Q2 | $5.97M | Buy |
59,242
+23,497
| +66% | +$2.37M | 0.26% | 84 |
|
|
2024
Q1 | $3.6M | Buy |
35,745
+6,059
| +20% | +$610K | 0.16% | 155 |
|
|
2023
Q4 | $2.98M | Buy |
29,686
+11,400
| +62% | +$1.14M | 0.15% | 166 |
|
|
2023
Q3 | $1.84M | Buy |
18,286
+17,616
| +2,629% | +$1.77M | 0.09% | 225 |
|
|
2023
Q2 | $67.4K | Buy |
+670
| New | +$67.4K | ﹤0.01% | 987 |
|