GeoWealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

GeoWealth Management’s Portfolio EMO Stock Details EMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-350	Closed	-$16.3K	–	1271
2024 Q4	$16.3K	Buy	+350	New	+$16K	﹤0.01%	1418

Other funds holding EMO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GeoWealth Management's EMO Position: Q1 2025 in Review

GeoWealth Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2025, closing a stake of 350 shares — an estimated $16.3K sold.

GeoWealth Management first reported a position in EMO in Q4 2024 and held it in 1 quarter. The position peaked at $16.3K in Q4 2024. 109 funds tracked by Wall St. Rank hold EMO as of Q1 2025.

GeoWealth Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 350 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2025, an estimated $16.3K.
GeoWealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2024 and held it in 1 quarter.
GeoWealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $16.3K in Q4 2024.
109 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.