GWM
XFLT

Geneos Wealth Management’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History

Geneos Wealth Management’s Portfolio XFLT Stock Details XFLT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
2021
Q4 		$116K Buy
2021
Q3 		$88K Buy
2021
Q2 		$49K Hold
2021
Q1 		$46K Hold
2020
Q4 		$47K Buy