Geneos Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-645	Closed	-$6.39K	–	2501
2025 Q4	$6.39K	Hold	645	–	–	﹤0.01%	2084
2025 Q3	$6.55K	Hold	645	–	–	﹤0.01%	2082
2025 Q2	$6.62K	Hold	645	–	–	﹤0.01%	2482
2025 Q1	$6.44K	Hold	645	–	–	﹤0.01%	2430
2024 Q4	$6.3K	Buy	+645	New	+$6.59K	﹤0.01%	2242
2022 Q1	–	Sell	-1,575	Closed	-$20K	–	2813
2021 Q4	$20K	Hold	1,575	–	–	﹤0.01%	1885
2021 Q3	$20K	Hold	1,575	–	–	﹤0.01%	1911
2021 Q2	$20K	Hold	1,575	–	–	﹤0.01%	1917
2021 Q1	$20K	Hold	1,575	–	–	﹤0.01%	2081
2020 Q4	$19K	Hold	1,575	–	–	﹤0.01%	1937
2020 Q3	$17K	Hold	1,575	–	–	﹤0.01%	1724
2020 Q2	$17K	Hold	1,575	–	–	﹤0.01%	1685
2020 Q1	$15K	Hold	1,575	–	–	﹤0.01%	1626
2019 Q4	$20K	Hold	1,575	–	–	﹤0.01%	1688
2019 Q3	$19K	Hold	1,575	–	–	﹤0.01%	1627
2019 Q2	$19K	Hold	1,575	–	–	﹤0.01%	1651
2019 Q1	$19K	Buy	1,575 +930	+144%	+$11.6K	﹤0.01%	1595
2018 Q4	$7K	Hold	645	–	–	﹤0.01%	1876
2018 Q3	$8K	Hold	645	–	–	﹤0.01%	1914
2018 Q2	$8K	Hold	645	–	–	﹤0.01%	1784
2018 Q1	$8K	Hold	645	–	–	﹤0.01%	1714
2017 Q4	$8K	Hold	645	–	–	﹤0.01%	1699
2017 Q3	$9K	Hold	645	–	–	﹤0.01%	1606
2017 Q2	$9K	Hold	645	–	–	﹤0.01%	1572
2017 Q1	$8K	Hold	645	–	–	﹤0.01%	1552
2016 Q4	$8K	Hold	645	–	–	﹤0.01%	1500
2016 Q3	$8K	Hold	645	–	–	﹤0.01%	1435
2016 Q2	$8K	Hold	645	–	–	﹤0.01%	1389
2016 Q1	$8K	Buy	+645	New	+$8.04K	﹤0.01%	1374

Other funds holding EVV

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geneos Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026, closing a stake of 645 shares — an estimated $6.39K sold.

Geneos Wealth Management first reported a position in EVV in Q1 2016 and held it in 29 quarters. The position peaked at $20K in Q4 2021. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Geneos Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 645 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $6.39K.
Geneos Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2016 and held it in 29 quarters.
Geneos Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $20K in Q4 2021.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

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