Geneos Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.2K	Hold	2,475	–	–	﹤0.01%	1763
2025 Q4	$21.8K	Hold	2,475	–	–	﹤0.01%	1690
2025 Q3	$22.3K	Sell	2,475 -1,380	-36%	-$12.4K	﹤0.01%	1690
2025 Q2	$34.8K	Sell	3,855 -1,095	-22%	-$9.44K	﹤0.01%	1755
2025 Q1	$41.9K	Buy	4,950 +2,475	+100%	+$22.2K	﹤0.01%	2013
2024 Q4	$23K	Hold	2,475	–	–	﹤0.01%	1665
2024 Q3	$22.8K	Buy	+2,475	New	+$22.1K	﹤0.01%	1516

Other funds holding ETJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Geneos Wealth Management's ETJ Position: Q1 2026 in Review

Geneos Wealth Management held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q1 2026 at 2,475 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Geneos Wealth Management first reported a position in ETJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $41.9K in Q1 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Geneos Wealth Management held 2,475 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $20.2K as of Q1 2026.
Geneos Wealth Management left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1763 holding.
Geneos Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $41.9K in Q1 2025.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.