GWM
WIA
Geneos Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-134
| Closed | -$1.12K | – | 3244 |
|
|
2025
Q1 | $1.12K | Buy |
+134
| New | +$1.12K | ﹤0.01% | 3039 |
|
|
2024
Q3 | – | Sell |
-434
| Closed | -$3.48K | – | 2628 |
|
|
2024
Q2 | $3.48K | Hold |
434
| – | – | ﹤0.01% | 1790 |
|
|
2024
Q1 | $3.53K | Hold |
434
| – | – | ﹤0.01% | 1782 |
|
|
2023
Q4 | $3.52K | Hold |
434
| – | – | ﹤0.01% | 1809 |
|
|
2023
Q3 | $3.39K | Buy |
+434
| New | +$3.39K | ﹤0.01% | 1840 |
|