Geneos Wealth Management Inc. Asset Management

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BFK Blackrock Municipal Income Trust	$0	$2,000 0.0% of portfolio	277	Q4 2024 New
APO Apollo Global Management, Inc.	$101B	$2,000 0.0% of portfolio	16	Q4 2024 Reduced 23.81%
BTZ Blackrock Credit Allocation Income Trust	$0	$2,000 0.0% of portfolio	240	Q4 2024 Reduced 42.03%
MHI Pioneer Municipal High Income Fund, Inc.	$0	$1,000 0.0% of portfolio	210	Q4 2024 Reduced 58.58%
EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.	$0	$1,000 0.0% of portfolio	424	Q4 2024 Added 38.56%
HIX Western Asset High Income Fund Ii Inc.	$0	$1,000 0.0% of portfolio	436	Q4 2024 Added 157.99%
STEW Boulder Growth & Income Fund	$0	$1,000 0.0% of portfolio	113	Q4 2024 Reduced 78.76%
NUV Nuveen Municipal Value Fund Inc	$0	$1,000 0.0% of portfolio	200	Q4 2024 New
JHG Janus Henderson Group PLC	$7.12B	$1,000 0.0% of portfolio	39	Q4 2024 Added 18.18%
CIK Credit Suisse Asset Management Income Fund Inc	$0	$1,000 0.0% of portfolio	481	Q3 2022 Reduced 89.14%
SPPP Sprott Physical Platinum & Palladium Trust	$0	$1,000 0.0% of portfolio	150	Q4 2020 Reduced 89.66%
BGY Black Rock Enhanced International Dividend Trust	$0	$1,000 0.0% of portfolio	250	Q4 2024 New
FDUS Fidus Investment Corp	$0	$1,000 0.0% of portfolio	51	Q2 2024 Reduced 49.0%
IVZ Invesco Ltd.	$7.92B	$0 0.0% of portfolio	43	Q3 2024 Reduced 32.81%
WIW Western Asset Inflation Linked Opportunities & Income Fund	$0	$0 0.0% of portfolio	84	Q2 2024 New
TPG Tpg Inc.	$4.86B	$0 0.0% of portfolio	10	Q3 2024 New
CRBG Corebridge Financial, Inc.	$20.9B	$0 0.0% of portfolio	19	Q4 2024 New

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