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	-2,908	Closed	-$7.82K	–	3191
2025 Q1	$7.82K	Buy	+2,908	New	+$7.82K	﹤0.01%	2639
2018 Q3	–	Sell	-2,302	Closed	-$8K	–	2435
2018 Q2	$8K	Hold	2,302	–	–	﹤0.01%	1789
2018 Q1	$9K	Hold	2,302	–	–	﹤0.01%	1685
2017 Q4	$9K	Hold	2,302	–	–	﹤0.01%	1674
2017 Q3	$9K	Hold	2,302	–	–	﹤0.01%	1608
2017 Q2	$9K	Hold	2,302	–	–	﹤0.01%	1576
2017 Q1	$9K	Hold	2,302	–	–	﹤0.01%	1523
2016 Q4	$10K	Hold	2,302	–	–	﹤0.01%	1429
2016 Q3	$10K	Hold	2,302	–	–	﹤0.01%	1366
2016 Q2	$10K	Hold	2,302	–	–	﹤0.01%	1327
2016 Q1	$10K	Buy	+2,302	New	+$10.5K	﹤0.01%	1306

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 2,908 shares — an estimated $7.82K 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 2,908 Aberdeen Intermediate Income Fund shares in Q2 2025, an estimated $7.82K.
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.