Geneos Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.8K	Buy	918 +21	+2%	+$1.18K	﹤0.01%	1423
2025 Q4	$50.1K	Sell	897 -41	-4%	-$2.33K	﹤0.01%	1394
2025 Q3	$53.3K	Buy	938 +169	+22%	+$9.42K	﹤0.01%	1366
2025 Q2	$43.2K	Sell	769 -629	-45%	-$34.9K	﹤0.01%	1651
2025 Q1	$80.5K	Buy	1,398 +455	+48%	+$25.6K	﹤0.01%	1681
2024 Q4	$52.2K	Buy	943 +318	+51%	+$18.4K	﹤0.01%	1302
2024 Q3	$38.5K	Buy	625 +12	+2%	+$725	﹤0.01%	1290
2024 Q2	$35.4K	Sell	613 -2,147	-78%	-$123K	﹤0.01%	1183
2024 Q1	$164K	Sell	2,760 -356	-11%	-$21.1K	0.01%	745
2023 Q4	$192K	Buy	3,116 +2,101	+207%	+$119K	0.01%	684
2023 Q3	$56.3K	Sell	1,015 -117	-10%	-$6.99K	﹤0.01%	1047
2023 Q2	$71.9K	Buy	1,132 +432	+62%	+$27.7K	﹤0.01%	970
2023 Q1	$45.9K	Hold	700	–	–	﹤0.01%	1108
2022 Q4	$43.1K	Hold	700	–	–	﹤0.01%	1103
2022 Q3	$44K	Buy	+700	New	+$48.2K	﹤0.01%	1070
2022 Q1	–	Sell	-663	Closed	-$59K	–	2997
2021 Q4	$59K	Buy	663 +576	+662%	+$51.3K	﹤0.01%	1404
2021 Q3	$7K	Hold	87	–	–	﹤0.01%	2366
2021 Q2	$7K	Hold	87	–	–	﹤0.01%	2352
2021 Q1	$7K	Sell	87 -65	-43%	-$5.74K	﹤0.01%	2558
2020 Q4	$12K	Buy	+152	New	+$14.7K	﹤0.01%	2159