Geneos Wealth Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19K | Hold |
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|
2025
Q2 | $18.9K | Buy |
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|
2025
Q1 | $8.03K | Buy |
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|
2024
Q4 | $3.98K | Sell |
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|
2024
Q3 | $9.02K | Hold |
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|
2024
Q2 | $8.9K | Sell |
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|
2024
Q1 | $32.4K | Hold |
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|
2023
Q4 | $32.3K | Buy |
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|
2023
Q3 | $28.1K | Hold |
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|
2023
Q2 | $28.1K | Sell |
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|
2023
Q1 | $35.1K | Sell |
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|
2022
Q4 | $83.2K | Sell |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $33K | Sell |
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|
2020
Q4 | $44K | Sell |
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|
2020
Q3 | $54K | Hold |
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|
2020
Q2 | $54K | Hold |
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|
2020
Q1 | $52K | Hold |
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|
2019
Q4 | $54K | Buy |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $20K | Sell |
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|
2018
Q4 | $20K | Buy |
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|
2018
Q3 | $20K | Buy |
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