GWM
EAD

Geneos Wealth Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Geneos Wealth Management’s Portfolio EAD Stock Details EAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,719
Closed -$111K – 2684
2025
Q2 		$111K Sell
15,719
-16,788
-52% -$113K ﹤0.01% 1213
2025
Q1 		$222K Buy
32,507
+30,183
+1,299% +$210K ﹤0.01% 1186
2024
Q4 		$16K Buy
2,324
+198
+9% +$1.38K ﹤0.01% 1835
2024
Q3 		$15.2K Buy
+2,126
New +$14.8K ﹤0.01% 1668
2021
Q2 		– Sell
-322
Closed -$2K – 2911
2021
Q1 		$2K Buy
+322
New +$2.66K ﹤0.01% 2874

Other funds holding EAD

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Geneos Wealth Management sold out of Allspring Income Opportunities Fund (EAD) in Q3 2025, closing a stake of 15,719 shares — an estimated $111K sold.

Geneos Wealth Management first reported a position in EAD in Q1 2021 and held it in 5 quarters. The position peaked at $222K in Q1 2025. 81 funds tracked by Wall St. Rank hold EAD as of Q3 2025.

  • Geneos Wealth Management reported no remaining Allspring Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 15,719 Allspring Income Opportunities Fund shares in Q3 2025, an estimated $111K.
  • Geneos Wealth Management first reported a position in Allspring Income Opportunities Fund in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's Allspring Income Opportunities Fund position peaked at $222K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2025.

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