Geneos Wealth Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Geneos Wealth Management’s Portfolio BIT Stock Details BIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.26K	Hold	500	–	–	﹤0.01%	2113
2025 Q4	$6.53K	Hold	500	–	–	﹤0.01%	2078
2025 Q3	$6.7K	Hold	500	–	–	﹤0.01%	2077
2025 Q2	$7.3K	Sell	500 -500	-50%	-$7.07K	﹤0.01%	2440
2025 Q1	$14.5K	Sell	1,000 -835	-46%	-$12.2K	﹤0.01%	2457
2024 Q4	$26.8K	Buy	+1,835	New	+$27.1K	﹤0.01%	1591
2022 Q1	–	Sell	-2,260	Closed	-$40K	–	2764
2021 Q4	$40K	Hold	2,260	–	–	﹤0.01%	1570
2021 Q3	$42K	Hold	2,260	–	–	﹤0.01%	1564
2021 Q2	$42K	Hold	2,260	–	–	﹤0.01%	1559
2021 Q1	$41K	Hold	2,260	–	–	﹤0.01%	1728
2020 Q4	$40K	Hold	2,260	–	–	﹤0.01%	1557
2020 Q3	$35K	Buy	+2,260	New	+$35.3K	﹤0.01%	1391

Other funds holding BIT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Geneos Wealth Management's BIT Position: Q1 2026 in Review

Geneos Wealth Management held its BlackRock Multi-Sector Income Trust (BIT) position steady in Q1 2026 at 500 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Geneos Wealth Management first reported a position in BIT in Q3 2020 and has held it in 12 quarters since. The position peaked at $42K in Q3 2021. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

Geneos Wealth Management held 500 shares of BlackRock Multi-Sector Income Trust worth $6.26K as of Q1 2026.
Geneos Wealth Management left its BlackRock Multi-Sector Income Trust share count unchanged in Q1 2026.
BlackRock Multi-Sector Income Trust made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2113 holding.
Geneos Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q3 2020 and has held it in 12 quarters since.
Geneos Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $42K in Q3 2021.
97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.