Geneos Wealth Management Inc. Exchange Listed Fds Tr Saba Cl Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$16.56 - $19.41 $645 - $756	39 New	39 $0

Others Institutions Holding CEFS

# of Institutions

82

Shares Held

5.02M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

441K
Shares

$9.97 Million
0.0% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

358K
Shares

$8.1 Million
1.12% of portfolio
Fortress Wealth Management, Inc.

353K
Shares

$7.97 Million
4.31% of portfolio
Raymond James Financial Inc St. Petersburg, FL

280K
Shares

$6.33 Million
0.0% of portfolio
Envestnet Asset Management Inc

267K
Shares

$6.03 Million
0.0% of portfolio

About EXCHANGE LISTED FDS TR SABA CL

Ticker CEFS
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