GWM
BWG

Geneos Wealth Management’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Geneos Wealth Management’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,691
Closed -$30.7K – 2586
2025
Q2 		$30.7K Buy
3,691
+3,169
+607% +$25.5K ﹤0.01% 1820
2025
Q1 		$64.4K Buy
+522
New +$4.35K ﹤0.01% 1779

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geneos Wealth Management's BWG Position: Q3 2025 in Review

Geneos Wealth Management sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q3 2025, closing a stake of 3,691 shares — an estimated $30.7K sold.

Geneos Wealth Management first reported a position in BWG in Q1 2025 and held it in 2 quarters. The position peaked at $64.4K in Q1 2025. 44 funds tracked by Wall St. Rank hold BWG as of Q3 2025.

  • Geneos Wealth Management reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 3,691 BrandywineGLOBAL Global Income Opportunities Fund shares in Q3 2025, an estimated $30.7K.
  • Geneos Wealth Management first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $64.4K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.