Geneos Wealth Management’s Aberdeen India Fund IFN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,957	Closed	-$31K	–	2286
2022 Q2	$31K	Buy	1,957 +59	+3%	+$1.04K	﹤0.01%	1481
2022 Q1	$36K	Buy	1,898 +66	+4%	+$1.33K	﹤0.01%	1518
2021 Q4	$38K	Hold	1,832	–	–	﹤0.01%	1602
2021 Q3	$42K	Hold	1,832	–	–	﹤0.01%	1568
2021 Q2	$40K	Hold	1,832	–	–	﹤0.01%	1591
2021 Q1	$37K	Buy	1,832 +275	+18%	+$5.76K	﹤0.01%	1785
2020 Q4	$32K	Sell	1,557 -72	-4%	-$1.31K	﹤0.01%	1671
2020 Q3	$26K	Hold	1,629	–	–	﹤0.01%	1529
2020 Q2	$24K	Hold	1,629	–	–	﹤0.01%	1542
2020 Q1	$22K	Hold	1,629	–	–	﹤0.01%	1470
2019 Q4	$34K	Hold	1,629	–	–	﹤0.01%	1450
2019 Q3	$33K	Hold	1,629	–	–	﹤0.01%	1373
2019 Q2	$34K	Hold	1,629	–	–	﹤0.01%	1380
2019 Q1	$34K	Hold	1,629	–	–	﹤0.01%	1332
2018 Q4	$32K	Hold	1,629	–	–	﹤0.01%	1303
2018 Q3	$36K	Hold	1,629	–	–	﹤0.01%	1323
2018 Q2	$39K	Hold	1,629	–	–	﹤0.01%	1160
2018 Q1	$40K	Hold	1,629	–	–	﹤0.01%	1097
2017 Q4	$42K	Hold	1,629	–	–	﹤0.01%	1073
2017 Q3	$43K	Hold	1,629	–	–	﹤0.01%	1021
2017 Q2	$43K	Hold	1,629	–	–	﹤0.01%	981
2017 Q1	$41K	Hold	1,629	–	–	﹤0.01%	964
2016 Q4	$34K	Sell	1,629 -2,216	-58%	-$51.7K	﹤0.01%	975
2016 Q3	$95K	Sell	3,845 -209	-5%	-$5.28K	0.01%	615
2016 Q2	$99K	Sell	4,054 -262	-6%	-$6.12K	0.01%	590
2016 Q1	$99K	Buy	+4,316	New	+$91.7K	0.02%	582

Other funds holding IFN

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Geneos Wealth Management's IFN Position: Q3 2022 in Review

Geneos Wealth Management sold out of Aberdeen India Fund (IFN) in Q3 2022, closing a stake of 1,957 shares — an estimated $31K sold.

Geneos Wealth Management first reported a position in IFN in Q1 2016 and held it in 26 quarters. The position peaked at $99K in Q2 2016. 51 funds tracked by Wall St. Rank hold IFN as of Q3 2022.

Geneos Wealth Management reported no remaining Aberdeen India Fund position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 1,957 Aberdeen India Fund shares in Q3 2022, an estimated $31K.
Geneos Wealth Management first reported a position in Aberdeen India Fund in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's Aberdeen India Fund position peaked at $99K in Q2 2016.
51 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.