Geneos Wealth Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-371	Closed	-$5.19K	–	2471
2025 Q3	$5.19K	Sell	371 -620	-63%	-$8.77K	﹤0.01%	2133
2025 Q2	$14.1K	Sell	991 -991	-50%	-$13.7K	﹤0.01%	2182
2025 Q1	$28K	Buy	+1,982	New	+$28.2K	﹤0.01%	2182
2022 Q4	–	Sell	-4,120	Closed	-$49K	–	2027
2022 Q3	$49K	Buy	+4,120	New	+$54.4K	﹤0.01%	1033
2018 Q2	–	Sell	-490	Closed	-$7K	–	2261
2018 Q1	$7K	Buy	+490	New	+$7.58K	﹤0.01%	1750

Other funds holding BLW

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Geneos Wealth Management's BLW Position: Q4 2025 in Review

Geneos Wealth Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2025, closing a stake of 371 shares — an estimated $5.19K sold.

Geneos Wealth Management first reported a position in BLW in Q1 2018 and held it in 5 quarters. The position peaked at $49K in Q3 2022. 81 funds tracked by Wall St. Rank hold BLW as of Q4 2025.

Geneos Wealth Management reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 371 BlackRock Limited Duration Income Trust shares in Q4 2025, an estimated $5.19K.
Geneos Wealth Management first reported a position in BlackRock Limited Duration Income Trust in Q1 2018 and held it in 5 quarters.
Geneos Wealth Management's BlackRock Limited Duration Income Trust position peaked at $49K in Q3 2022.
81 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.