GWM
ECC

Geneos Wealth Management’s Eagle Point Credit Company ECC Stock Holding History

Geneos Wealth Management’s Portfolio ECC Stock Details ECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,275
Closed -$32.7K – 2688
2025
Q2 		$32.7K Buy
+4,275
New +$32.8K ﹤0.01% 1784
2022
Q3 		– Sell
-1,500
Closed -$17K – 2171
2022
Q2 		$17K Hold
1,500
– – ﹤0.01% 1746
2022
Q1 		$19K Hold
1,500
– – ﹤0.01% 1821
2021
Q4 		$21K Hold
1,500
– – ﹤0.01% 1855
2021
Q3 		$20K Hold
1,500
– – ﹤0.01% 1910
2021
Q2 		$20K Buy
+1,500
New +$19.7K ﹤0.01% 1915

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Geneos Wealth Management sold out of Eagle Point Credit Company (ECC) in Q3 2025, closing a stake of 4,275 shares — an estimated $32.7K sold.

Geneos Wealth Management first reported a position in ECC in Q2 2021 and held it in 6 quarters. The position peaked at $32.7K in Q2 2025. 109 funds tracked by Wall St. Rank hold ECC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Eagle Point Credit Company position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 4,275 Eagle Point Credit Company shares in Q3 2025, an estimated $32.7K.
  • Geneos Wealth Management first reported a position in Eagle Point Credit Company in Q2 2021 and held it in 6 quarters.
  • Geneos Wealth Management's Eagle Point Credit Company position peaked at $32.7K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q3 2025.

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