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Cohen & Steers Clsd-End Optuny Fnd shares owned by Genesis Wealth Advisors

Quarter-by-quarter ownership of Cohen & Steers Clsd-End Optuny Fnd (FOF) shares owned by Genesis Wealth Advisors from 13F filings

Historical chart of Genesis Wealth Advisors investment in Cohen & Steers Clsd-End Optuny Fnd

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All positions including Cohen & Steers Clsd-End Optuny Fnd held by Genesis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Clsd-End Optuny Fnd by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-06-30 $73k 6.0k 12.09
2015-03-31 $78k 6.0k 13.06
2014-12-31 $79k 6.0k 13.22

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iShares Lehman Aggregate Bond (AGG)
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PowerShares Intl. Dividend Achiev.
WisdomTree Emerging Markets Eq (DEM)
Vanguard Total World Stock Idx (VT)

View all positions for Genesis Wealth Advisors

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