GWM
WIA

Geneos Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Geneos Wealth Management’s Portfolio WIA Stock Details WIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-134
Closed -$1.12K – 3241
2025
Q1 		$1.12K Buy
+134
New +$1.1K ﹤0.01% 3039
2024
Q3 		– Sell
-434
Closed -$3.48K – 2628
2024
Q2 		$3.48K Hold
434
– – ﹤0.01% 1790
2024
Q1 		$3.53K Hold
434
– – ﹤0.01% 1782
2023
Q4 		$3.52K Hold
434
– – ﹤0.01% 1809
2023
Q3 		$3.39K Buy
+434
New +$3.58K ﹤0.01% 1840

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

Geneos Wealth Management sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2025, closing a stake of 134 shares — an estimated $1.12K sold.

Geneos Wealth Management first reported a position in WIA in Q3 2023 and held it in 5 quarters. The position peaked at $3.53K in Q1 2024. 45 funds tracked by Wall St. Rank hold WIA as of Q2 2025.

  • Geneos Wealth Management reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 134 Western Asset Inflation-Linked Income Fund shares in Q2 2025, an estimated $1.12K.
  • Geneos Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2023 and held it in 5 quarters.
  • Geneos Wealth Management's Western Asset Inflation-Linked Income Fund position peaked at $3.53K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2025.

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