Geneos Wealth Management
GLO icon

Geneos Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

Geneos Wealth Management’s Portfolio GLO Stock Details GLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,853
Closed -$10.1K – 2766
2025
Q2 		$10.1K Sell
1,853
-18
-1% -$91 ﹤0.01% 2326
2025
Q1 		$9.15K Buy
+1,871
New +$9.63K ﹤0.01% 2293
2020
Q3 		– Sell
-452
Closed -$3K – 2658
2020
Q2 		$3K Hold
452
– – ﹤0.01% 2274
2020
Q1 		$3K Hold
452
– – ﹤0.01% 2167
2019
Q4 		$4K Hold
452
– – ﹤0.01% 2229
2019
Q3 		$4K Hold
452
– – ﹤0.01% 2143
2019
Q2 		$4K Hold
452
– – ﹤0.01% 2155
2019
Q1 		$4K Hold
452
– – ﹤0.01% 2087
2018
Q4 		$3K Hold
452
– – ﹤0.01% 2110
2018
Q3 		$4K Hold
452
– – ﹤0.01% 2107
2018
Q2 		$4K Hold
452
– – ﹤0.01% 1968
2018
Q1 		$4K Hold
452
– – ﹤0.01% 1896
2017
Q4 		$4K Buy
+452
New +$5.03K ﹤0.01% 1871

Other funds holding GLO

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Geneos Wealth Management's GLO Position: Q3 2025 in Review

Geneos Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q3 2025, closing a stake of 1,853 shares — an estimated $10.1K sold.

Geneos Wealth Management first reported a position in GLO in Q4 2017 and held it in 13 quarters. The position peaked at $10.1K in Q2 2025. 61 funds tracked by Wall St. Rank hold GLO as of Q3 2025.

  • Geneos Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,853 Clough Global Opportunities Fund shares in Q3 2025, an estimated $10.1K.
  • Geneos Wealth Management first reported a position in Clough Global Opportunities Fund in Q4 2017 and held it in 13 quarters.
  • Geneos Wealth Management's Clough Global Opportunities Fund position peaked at $10.1K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.