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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21K	Hold	64	–	–	﹤0.01%	2266
2026 Q1	$3.38K	Hold	64	–	–	﹤0.01%	2232
2025 Q4	$2.86K	Hold	64	–	–	﹤0.01%	2263
2025 Q3	$2.88K	Hold	64	–	–	﹤0.01%	2255
2025 Q2	$3.07K	Hold	64	–	–	﹤0.01%	2715
2025 Q1	$3.18K	Hold	64	–	–	﹤0.01%	2647
2024 Q4	$2.98K	Hold	64	–	–	﹤0.01%	2485
2024 Q3	$2.7K	Buy	+64	New	+$2.59K	﹤0.01%	2230

Other funds holding EMO

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

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Geneos Wealth Management's EMO Position: Q2 2026 in Review

Geneos Wealth Management held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q2 2026 at 64 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Geneos Wealth Management first reported a position in EMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.38K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Geneos Wealth Management held 64 shares of ClearBridge Energy Midstream Opportunity Fund worth $3.21K as of Q2 2026.
Geneos Wealth Management left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q2 2026.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2266 holding.
Geneos Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 8 quarters since.
Geneos Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $3.38K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.