Geneos Wealth Management Inc. Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,460 shares of XONE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,460
Previous 3,389 27.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
N/A
-929 Reduced 27.41%
2,460 $0
Q2 2025

Aug 18, 2025
SELL
N/A
-593 Reduced 14.89%
3,389 $0
Q1 2025

May 21, 2025
SELL
N/A
-257 Reduced 6.06%
3,982 $0
Q1 2025

May 07, 2025
BUY
N/A
866 Added 25.67%
4,239 $0
Q4 2024

Jan 21, 2025
BUY
N/A
3,373 New
3,373 $0

Others Institutions Holding XONE

# of Institutions
100
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About Bondbloxx Bloomberg One Year Target Duration US Treasury ETF

XONE Quotes by TradingView
  • Ticker XONE
  • Sector Industrial Goods
  • Industry Diversified Machinery
  • Shares Outstandng 22,216,500
  • Market Cap $597M
More about XONE
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email