GWM
FMO

Geneos Wealth Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Geneos Wealth Management’s Portfolio FMO Stock Details FMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-435
Closed -$4K – 3067
2021
Q4 		$4K Hold
435
– – ﹤0.01% 2501
2021
Q3 		$4K Hold
435
– – ﹤0.01% 2547
2021
Q2 		$5K Hold
435
– – ﹤0.01% 2484
2021
Q1 		$4K Hold
435
– – ﹤0.01% 2767
2020
Q4 		$4K Buy
435
+55
+14% +$377 ﹤0.01% 2584
2020
Q3 		$2K Buy
+380
New +$3.21K ﹤0.01% 2472

Geneos Wealth Management's FMO Position: Q1 2022 in Review

Geneos Wealth Management sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2022, closing a stake of 435 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in FMO in Q3 2020 and held it in 6 quarters. The position peaked at $5K in Q2 2021. 0 funds tracked by Wall St. Rank hold FMO as of Q1 2022.

  • Geneos Wealth Management reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 435 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2022, an estimated $4K.
  • Geneos Wealth Management first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2020 and held it in 6 quarters.
  • Geneos Wealth Management's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $5K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.