GWM
WDI

Geneos Wealth Management’s Western Asset Diversified Income Fund WDI Stock Holding History

Geneos Wealth Management’s Portfolio WDI Stock Details WDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$100K Buy
6,739
+5,711
+556% +$84.8K ﹤0.01% 1255
2025
Q1 		$220K Buy
+1,028
New +$220K ﹤0.01% 1189