Geneos Wealth Management’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Geneos Wealth Management’s Portfolio EDD Stock Details EDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,388	Closed	-$22.5K	–	2690
2025 Q2	$22.5K	Sell	4,388 -65	-1%	-$317	﹤0.01%	1977
2025 Q1	$20.9K	Buy	4,453 +4,029	+950%	+$19K	﹤0.01%	1928
2024 Q4	$1.93K	Buy	424 +118	+39%	+$555	﹤0.01%	2605
2024 Q3	$1.54K	Buy	+306	New	+$1.5K	﹤0.01%	2356
2019 Q3	–	Sell	-650	Closed	-$4K	–	2498
2019 Q2	$4K	Buy	+650	New	+$4.32K	﹤0.01%	2152

Other funds holding EDD

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

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

Geneos Wealth Management sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q3 2025, closing a stake of 4,388 shares — an estimated $22.5K sold.

Geneos Wealth Management first reported a position in EDD in Q2 2019 and held it in 5 quarters. The position peaked at $22.5K in Q2 2025. 63 funds tracked by Wall St. Rank hold EDD as of Q3 2025.

Geneos Wealth Management reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 4,388 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q3 2025, an estimated $22.5K.
Geneos Wealth Management first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q2 2019 and held it in 5 quarters.
Geneos Wealth Management's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $22.5K in Q2 2025.
63 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q3 2025.

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