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ClearBridge Energy MLP Fund shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of ClearBridge Energy MLP Fund (EMO) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in ClearBridge Energy MLP Fund

Tip: Access up to 7 years of quarterly data

All positions including ClearBridge Energy MLP Fund held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ClearBridge Energy MLP Fund by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9k 64 44.92
2025-06-30 $3.1k 64 47.97
2025-03-31 $3.2k 64 49.63
2024-12-31 $3.0k 64 46.55
2024-09-30 $2.7k 64 42.20

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding ClearBridge Energy MLP Fund

Morgan Stanley
EP Wealth Advisors
Advisors Asset Management
Wells Fargo & Company
Royal Bank of Canada
Nomura Holdings
Penserra Capital Management
Yakira Capital Management
Stifel Financial
Steward Partners Investment Advisory
UBS Group
Ameriprise Financial
Boothbay Fund Management
Advisor Group Holdings
Edgemoor Investment Advisors

View all funds holding ClearBridge Energy MLP Fund