Geneos Wealth Management’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Sell
4,201
-4,095
-49% -$104K ﹤0.01% 1225
2025
Q1
$210K Buy
8,296
+4,181
+102% +$106K ﹤0.01% 1209
2024
Q4
$103K Buy
+4,115
New +$103K ﹤0.01% 1057