Geneos Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66K | Sell |
386
-120
| -24% | -$2.07K | ﹤0.01% | 2480 |
|
|
2025
Q1 | $8.67K | Buy |
+506
| New | +$8.67K | ﹤0.01% | 2605 |
|
|
2022
Q1 | – | Sell |
-3,428
| Closed | -$61K | – | 2956 |
|
|
2021
Q4 | $61K | Buy |
3,428
+2
| +0.1% | +$36 | ﹤0.01% | 1387 |
|
|
2021
Q3 | $61K | Buy |
3,426
+3
| +0.1% | +$53 | ﹤0.01% | 1393 |
|
|
2021
Q2 | $61K | Buy |
3,423
+1
| +0% | +$18 | ﹤0.01% | 1387 |
|
|
2021
Q1 | $61K | Buy |
3,422
+1
| +0% | +$18 | ﹤0.01% | 1532 |
|
|
2020
Q4 | $61K | Buy |
3,421
+6
| +0.2% | +$107 | ﹤0.01% | 1359 |
|
|
2020
Q3 | $61K | Buy |
3,415
+3
| +0.1% | +$54 | ﹤0.01% | 1165 |
|
|
2020
Q2 | $61K | Buy |
3,412
+4
| +0.1% | +$72 | ﹤0.01% | 1136 |
|
|
2020
Q1 | $59K | Buy |
3,408
+3
| +0.1% | +$52 | ﹤0.01% | 1053 |
|
|
2019
Q4 | $60K | Buy |
3,405
+3
| +0.1% | +$53 | ﹤0.01% | 1167 |
|
|
2019
Q3 | $60K | Sell |
3,402
-2,251
| -40% | -$39.7K | ﹤0.01% | 1100 |
|
|
2019
Q2 | $100K | Sell |
5,653
-2,497
| -31% | -$44.2K | 0.01% | 913 |
|
|
2019
Q1 | $143K | Hold |
8,150
| – | – | 0.01% | 754 |
|
|
2018
Q4 | $141K | Sell |
8,150
-239,496
| -97% | -$4.14M | 0.01% | 720 |
|
|
2018
Q3 | $4.25M | Buy |
247,646
+927
| +0.4% | +$15.9K | 0.28% | 96 |
|
|
2018
Q2 | $4.26M | Buy |
246,719
+867
| +0.4% | +$15K | 0.33% | 83 |
|
|
2018
Q1 | $4.23M | Buy |
245,852
+775
| +0.3% | +$13.3K | 0.37% | 73 |
|
|
2017
Q4 | $4.23M | Buy |
245,077
+726
| +0.3% | +$12.5K | 0.38% | 77 |
|
|
2017
Q3 | $4.28M | Buy |
244,351
+714
| +0.3% | +$12.5K | 0.43% | 63 |
|
|
2017
Q2 | $4.26M | Buy |
243,637
+720
| +0.3% | +$12.6K | 0.44% | 62 |
|
|
2017
Q1 | $4.24M | Buy |
+242,917
| New | +$4.24M | 0.44% | 57 |
|