Geneos Wealth Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31K Buy
2,045
+1,582
+342% +$24K ﹤0.01% 1816
2025
Q1
$98.6K Buy
+463
New +$98.6K ﹤0.01% 1585