GWM
BFK

Geneos Wealth Management’s BlackRock Municipal Income Trust BFK Stock Holding History

Geneos Wealth Management’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-268
Closed -$2.57K – 2561
2025
Q2 		$2.57K Sell
268
-2,746
-91% -$26.4K ﹤0.01% 2758
2025
Q1 		$29.8K Buy
3,014
+2,737
+988% +$27.6K ﹤0.01% 2152
2024
Q4 		$2.73K Buy
+277
New +$2.85K ﹤0.01% 2515

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Geneos Wealth Management's BFK Position: Q3 2025 in Review

Geneos Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q3 2025, closing a stake of 268 shares — an estimated $2.57K sold.

Geneos Wealth Management first reported a position in BFK in Q4 2024 and held it in 3 quarters. The position peaked at $29.8K in Q1 2025. 88 funds tracked by Wall St. Rank hold BFK as of Q3 2025.

  • Geneos Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 268 BlackRock Municipal Income Trust shares in Q3 2025, an estimated $2.57K.
  • Geneos Wealth Management first reported a position in BlackRock Municipal Income Trust in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's BlackRock Municipal Income Trust position peaked at $29.8K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.