GWM
BSMO

Geneos Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Geneos Wealth Management’s Portfolio BSMO Stock Details BSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-375
Closed -$9.31K – 2980
2024
Q3 		$9.31K Buy
+375
New +$9.31K ﹤0.01% 1864
2022
Q3 		– Sell
-915
Closed -$22K – 2651
2022
Q2 		$22K Hold
915
– – ﹤0.01% 1655
2022
Q1 		$22K Hold
915
– – ﹤0.01% 1767
2021
Q4 		$23K Hold
915
– – ﹤0.01% 1830
2021
Q3 		$23K Hold
915
– – ﹤0.01% 1862
2021
Q2 		$23K Hold
915
– – ﹤0.01% 1859
2021
Q1 		$23K Hold
915
– – ﹤0.01% 2018
2020
Q4 		$23K Buy
+915
New +$23.5K ﹤0.01% 1834

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's BSMO Position: Q4 2024 in Review

Geneos Wealth Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 375 shares — an estimated $9.31K sold.

Geneos Wealth Management first reported a position in BSMO in Q4 2020 and held it in 8 quarters. The position peaked at $23K in Q4 2021. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Geneos Wealth Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 375 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $9.31K.
  • Geneos Wealth Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2020 and held it in 8 quarters.
  • Geneos Wealth Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $23K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.