Geneos Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.07K Sell
64
-64
-50% -$3.07K ﹤0.01% 2715
2025
Q1
$6.35K Buy
128
+64
+100% +$3.18K ﹤0.01% 2696
2024
Q4
$2.98K Hold
64
﹤0.01% 2485
2024
Q3
$2.7K Buy
+64
New +$2.7K ﹤0.01% 2230