Geneos Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-682	Closed	-$20K	–	2561
2022 Q2	$20K	Sell	682 -139	-17%	-$4.55K	﹤0.01%	1688
2022 Q1	$28K	Sell	821 -63	-7%	-$1.94K	﹤0.01%	1646
2021 Q4	$24K	Sell	884 -415	-32%	-$11.9K	﹤0.01%	1805
2021 Q3	$36K	Sell	1,299 -107	-8%	-$2.88K	﹤0.01%	1653
2021 Q2	$41K	Sell	1,406 -314	-18%	-$8.55K	﹤0.01%	1584
2021 Q1	$45K	Sell	1,720 -240	-12%	-$5.63K	﹤0.01%	1693
2020 Q4	$47K	Sell	1,960 -791	-29%	-$14.4K	﹤0.01%	1486
2020 Q3	$39K	Sell	2,751 -557	-17%	-$9.07K	﹤0.01%	1361
2020 Q2	$52K	Buy	+3,308	New	+$54.3K	﹤0.01%	1200

Other funds holding TYG

Allspring Global Investments

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

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

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

Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America

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

Aristides Capital Louisville, Kentucky $303M AUM 28.94% 1-Year Est. Return

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return