Geneos Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-242	Closed	-$3.91K	–	3184
2025 Q1	$3.91K	Buy	+242	New	+$3.9K	﹤0.01%	2592
2018 Q3	–	Sell	-384	Closed	-$8K	–	2435
2018 Q2	$8K	Hold	384	–	–	﹤0.01%	1789
2018 Q1	$9K	Hold	384	–	–	﹤0.01%	1685
2017 Q4	$9K	Hold	384	–	–	﹤0.01%	1674
2017 Q3	$9K	Hold	384	–	–	﹤0.01%	1608
2017 Q2	$9K	Hold	384	–	–	﹤0.01%	1576
2017 Q1	$9K	Hold	384	–	–	﹤0.01%	1523
2016 Q4	$10K	Hold	384	–	–	﹤0.01%	1429
2016 Q3	$10K	Hold	384	–	–	﹤0.01%	1366
2016 Q2	$10K	Hold	384	–	–	﹤0.01%	1327
2016 Q1	$10K	Buy	+384	New	+$10.5K	﹤0.01%	1306

Other funds holding MIN

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geneos Wealth Management's MIN Position: Q2 2025 in Review

Geneos Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2025, closing a stake of 242 shares — an estimated $3.91K sold.

Geneos Wealth Management first reported a position in MIN in Q1 2016 and held it in 11 quarters. The position peaked at $10K in Q4 2016. 87 funds tracked by Wall St. Rank hold MIN as of Q2 2025.

Geneos Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 242 Aberdeen Intermediate Income Fund shares in Q2 2025, an estimated $3.91K.
Geneos Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q1 2016 and held it in 11 quarters.
Geneos Wealth Management's Aberdeen Intermediate Income Fund position peaked at $10K in Q4 2016.
87 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.