Geneos Wealth Management’s Templeton Emerging Markets Fund EMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-500	Closed	-$6K	–	2427
2018 Q4	$6K	Hold	500	–	–	﹤0.01%	1918
2018 Q3	$7K	Hold	500	–	–	﹤0.01%	1955
2018 Q2	$7K	Hold	500	–	–	﹤0.01%	1820
2018 Q1	$8K	Hold	500	–	–	﹤0.01%	1712
2017 Q4	$8K	Hold	500	–	–	﹤0.01%	1696
2017 Q3	$8K	Sell	500 -100	-17%	-$1.61K	﹤0.01%	1634
2017 Q2	$8K	Hold	600	–	–	﹤0.01%	1594
2017 Q1	$8K	Buy	600 +100	+20%	+$1.32K	﹤0.01%	1551
2016 Q4	$6K	Hold	500	–	–	﹤0.01%	1568
2016 Q3	$6K	Hold	500	–	–	﹤0.01%	1506
2016 Q2	$5K	Hold	500	–	–	﹤0.01%	1507
2016 Q1	$5K	Buy	+500	New	+$4.86K	﹤0.01%	1472

Other funds holding EMF

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Geneos Wealth Management's EMF Position: Q1 2019 in Review

Geneos Wealth Management sold out of Templeton Emerging Markets Fund (EMF) in Q1 2019, closing a stake of 500 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in EMF in Q1 2016 and held it in 12 quarters. The position peaked at $8K in Q1 2018. 43 funds tracked by Wall St. Rank hold EMF as of Q1 2019.

Geneos Wealth Management reported no remaining Templeton Emerging Markets Fund position as of Q1 2019 after selling out during the quarter.
Geneos Wealth Management sold 500 Templeton Emerging Markets Fund shares in Q1 2019, an estimated $6K.
Geneos Wealth Management first reported a position in Templeton Emerging Markets Fund in Q1 2016 and held it in 12 quarters.
Geneos Wealth Management's Templeton Emerging Markets Fund position peaked at $8K in Q1 2018.
43 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.