Geneos Wealth Management’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,492	Closed	-$25.1K	–	3058
2025 Q2	$25.1K	Sell	1,492 -1,815	-55%	-$29.3K	﹤0.01%	1919
2025 Q1	$54.5K	Buy	3,307 +3,038	+1,129%	+$50.1K	﹤0.01%	1880
2024 Q4	$4.34K	Buy	+269	New	+$4.45K	﹤0.01%	2385

Other funds holding SDHY

1CP

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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

SIA

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

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

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

Geneos Wealth Management sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q3 2025, closing a stake of 1,492 shares — an estimated $25.1K sold.

Geneos Wealth Management first reported a position in SDHY in Q4 2024 and held it in 3 quarters. The position peaked at $54.5K in Q1 2025. 49 funds tracked by Wall St. Rank hold SDHY as of Q3 2025.

Geneos Wealth Management reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 1,492 PGIM Short Duration High Yield Opportunities Fund shares in Q3 2025, an estimated $25.1K.
Geneos Wealth Management first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2024 and held it in 3 quarters.
Geneos Wealth Management's PGIM Short Duration High Yield Opportunities Fund position peaked at $54.5K in Q1 2025.
49 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q3 2025.

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