GWM
BSMP

Geneos Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Geneos Wealth Management’s Portfolio BSMP Stock Details BSMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-375
Closed -$9.2K – 2474
2025
Q3 		$9.2K Hold
375
– – ﹤0.01% 1985
2025
Q2 		$9.2K Sell
375
-375
-50% -$9.18K ﹤0.01% 2357
2025
Q1 		$18.4K Buy
750
+375
+100% +$9.2K ﹤0.01% 2356
2024
Q4 		$9.19K Hold
375
– – ﹤0.01% 2078
2024
Q3 		$9.18K Buy
+375
New +$9.18K ﹤0.01% 1870
2022
Q3 		– Sell
-915
Closed -$22K – 2080
2022
Q2 		$22K Hold
915
– – ﹤0.01% 1642
2022
Q1 		$22K Hold
915
– – ﹤0.01% 1751
2021
Q4 		$23K Hold
915
– – ﹤0.01% 1809
2021
Q3 		$23K Hold
915
– – ﹤0.01% 1839
2021
Q2 		$23K Hold
915
– – ﹤0.01% 1836
2021
Q1 		$23K Hold
915
– – ﹤0.01% 1994
2020
Q4 		$23K Buy
+915
New +$23.7K ﹤0.01% 1817

Other funds holding BSMP

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Geneos Wealth Management sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 375 shares — an estimated $9.2K sold.

Geneos Wealth Management first reported a position in BSMP in Q4 2020 and held it in 12 quarters. The position peaked at $23K in Q4 2021. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

  • Geneos Wealth Management reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 375 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $9.2K.
  • Geneos Wealth Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2020 and held it in 12 quarters.
  • Geneos Wealth Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $23K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

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