Geneos Wealth Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.65K	Hold	345	–	–	﹤0.01%	2275
2025 Q4	$2.74K	Hold	345	–	–	﹤0.01%	2272
2025 Q3	$2.94K	Sell	345 -3,001	-90%	-$25.8K	﹤0.01%	2249
2025 Q2	$28.6K	Sell	3,346 -4,049	-55%	-$33.9K	﹤0.01%	1857
2025 Q1	$63.5K	Buy	7,395 +7,050	+2,043%	+$60.4K	﹤0.01%	1785
2024 Q4	$2.88K	Sell	345 -4	-1%	-$34	﹤0.01%	2497
2024 Q3	$3.13K	Hold	349	–	–	﹤0.01%	2193
2024 Q2	$2.98K	Hold	349	–	–	﹤0.01%	1809
2024 Q1	$2.97K	Hold	349	–	–	﹤0.01%	1812
2023 Q4	$2.88K	Hold	349	–	–	﹤0.01%	1854
2023 Q3	$2.73K	Hold	349	–	–	﹤0.01%	1884
2023 Q2	$2.95K	Hold	349	–	–	﹤0.01%	1863
2023 Q1	$2.95K	Hold	349	–	–	﹤0.01%	1835
2022 Q4	$3K	Hold	349	–	–	﹤0.01%	1815
2022 Q3	$3K	Sell	349 -506	-59%	-$5.36K	﹤0.01%	1796
2022 Q2	$9K	Hold	855	–	–	﹤0.01%	2003
2022 Q1	$10K	Buy	855 +187	+28%	+$2.48K	﹤0.01%	2096
2021 Q4	$9K	Hold	668	–	–	﹤0.01%	2223
2021 Q3	$9K	Buy	668 +506	+312%	+$7.8K	﹤0.01%	2263
2021 Q2	$2K	Hold	162	–	–	﹤0.01%	2676
2021 Q1	$2K	Hold	162	–	–	﹤0.01%	2913
2020 Q4	$2K	Buy	+162	New	+$2.25K	﹤0.01%	2711
2020 Q2	–	Sell	-1,012	Closed	-$12K	–	2604
2020 Q1	$12K	Hold	1,012	–	–	﹤0.01%	1736
2019 Q4	$16K	Hold	1,012	–	–	﹤0.01%	1790
2019 Q3	$17K	Hold	1,012	–	–	﹤0.01%	1681
2019 Q2	$17K	Hold	1,012	–	–	﹤0.01%	1714
2019 Q1	$16K	Hold	1,012	–	–	﹤0.01%	1672
2018 Q4	$16K	Hold	1,012	–	–	﹤0.01%	1601
2018 Q3	$16K	Hold	1,012	–	–	﹤0.01%	1684
2018 Q2	$17K	Buy	+1,012	New	+$17.6K	﹤0.01%	1526

Other funds holding OPP

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIA

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Geneos Wealth Management's OPP Position: Q1 2026 in Review

Geneos Wealth Management held its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) position steady in Q1 2026 at 345 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Geneos Wealth Management first reported a position in OPP in Q2 2018 and has held it in 30 quarters since. The position peaked at $63.5K in Q1 2025. 63 funds tracked by Wall St. Rank hold OPP as of Q1 2026.

Geneos Wealth Management held 345 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $2.65K as of Q1 2026.
Geneos Wealth Management left its RiverNorth/DoubleLine Strategic Opportunity Fund share count unchanged in Q1 2026.
RiverNorth/DoubleLine Strategic Opportunity Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2275 holding.
Geneos Wealth Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2018 and has held it in 30 quarters since.
Geneos Wealth Management's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $63.5K in Q1 2025.
63 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.