GWM
BKN

Geneos Wealth Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Geneos Wealth Management’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,174
Closed -$35.5K – 2481
2025
Q4 		$35.5K Hold
3,174
– – ﹤0.01% 1525
2025
Q3 		$36K Hold
3,174
– – ﹤0.01% 1500
2025
Q2 		$34.7K Sell
3,174
-1,894
-37% -$20.5K ﹤0.01% 1757
2025
Q1 		$58.2K Hold
5,068
– – ﹤0.01% 1406
2024
Q4 		$56.5K Hold
5,068
– – ﹤0.01% 1267
2024
Q3 		$65.5K Hold
5,068
– – ﹤0.01% 1100
2024
Q2 		$60.7K Hold
5,068
– – ﹤0.01% 1007
2024
Q1 		$62.9K Hold
5,068
– – ﹤0.01% 989
2023
Q4 		$60.1K Hold
5,068
– – ﹤0.01% 1009
2023
Q3 		$51.3K Hold
5,068
– – ﹤0.01% 1073
2023
Q2 		$58.9K Hold
5,068
– – ﹤0.01% 1028
2023
Q1 		$61.2K Hold
5,068
– – ﹤0.01% 1009
2022
Q4 		$59.1K Hold
5,068
– – ﹤0.01% 994
2022
Q3 		$63K Buy
+5,068
New +$73.9K ﹤0.01% 945

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

Geneos Wealth Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2026, closing a stake of 3,174 shares — an estimated $35.5K sold.

Geneos Wealth Management first reported a position in BKN in Q3 2022 and held it in 14 quarters. The position peaked at $65.5K in Q3 2024. 0 funds tracked by Wall St. Rank hold BKN as of Q1 2026.

  • Geneos Wealth Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 3,174 BlackRock Investment Quality Municipal Trust shares in Q1 2026, an estimated $35.5K.
  • Geneos Wealth Management first reported a position in BlackRock Investment Quality Municipal Trust in Q3 2022 and held it in 14 quarters.
  • Geneos Wealth Management's BlackRock Investment Quality Municipal Trust position peaked at $65.5K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2026.

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