Geneos Wealth Management’s BlackRock Income Trust BKT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-460	Closed	-$7K	–	2600
2022 Q1	$7K	Hold	460	–	–	﹤0.01%	2205
2021 Q4	$7K	Sell	460 -257	-36%	-$4.58K	﹤0.01%	2286
2021 Q3	$13K	Hold	717	–	–	﹤0.01%	2104
2021 Q2	$13K	Hold	717	–	–	﹤0.01%	2089
2021 Q1	$13K	Hold	717	–	–	﹤0.01%	2258
2020 Q4	$13K	Hold	717	–	–	﹤0.01%	2108
2020 Q3	$12K	Hold	717	–	–	﹤0.01%	1872
2020 Q2	$13K	Hold	717	–	–	﹤0.01%	1790
2020 Q1	$12K	Hold	717	–	–	﹤0.01%	1712
2019 Q4	$13K	Hold	717	–	–	﹤0.01%	1863
2019 Q3	$13K	Hold	717	–	–	﹤0.01%	1776
2019 Q2	$13K	Hold	717	–	–	﹤0.01%	1804
2019 Q1	$12K	Hold	717	–	–	﹤0.01%	1768
2018 Q4	$12K	Hold	717	–	–	﹤0.01%	1715
2018 Q3	$12K	Sell	717 -583	-45%	-$10.1K	﹤0.01%	1774
2018 Q2	$22K	Hold	1,300	–	–	﹤0.01%	1398
2018 Q1	$22K	Hold	1,300	–	–	﹤0.01%	1344
2017 Q4	$24K	Hold	1,300	–	–	﹤0.01%	1308
2017 Q3	$24K	Sell	1,300 -167	-11%	-$3.16K	﹤0.01%	1250
2017 Q2	$28K	Hold	1,467	–	–	﹤0.01%	1138
2017 Q1	$27K	Hold	1,467	–	–	﹤0.01%	1124
2016 Q4	$27K	Hold	1,467	–	–	﹤0.01%	1058
2016 Q3	$28K	Hold	1,467	–	–	﹤0.01%	1007
2016 Q2	$29K	Hold	1,467	–	–	﹤0.01%	992
2016 Q1	$29K	Buy	+1,467	New	+$28.7K	﹤0.01%	972

Other funds holding BKT

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

VRM

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Geneos Wealth Management's BKT Position: Q2 2022 in Review

Geneos Wealth Management sold out of BlackRock Income Trust (BKT) in Q2 2022, closing a stake of 460 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in BKT in Q1 2016 and held it in 25 quarters. The position peaked at $29K in Q2 2016. 85 funds tracked by Wall St. Rank hold BKT as of Q2 2022.

Geneos Wealth Management reported no remaining BlackRock Income Trust position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 460 BlackRock Income Trust shares in Q2 2022, an estimated $7K.
Geneos Wealth Management first reported a position in BlackRock Income Trust in Q1 2016 and held it in 25 quarters.
Geneos Wealth Management's BlackRock Income Trust position peaked at $29K in Q2 2016.
85 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.