Geneos Wealth Management
BSMS icon

Geneos Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Geneos Wealth Management’s Portfolio BSMS Stock Details BSMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$70.7K Hold
3,100
– – ﹤0.01% 1523
2026
Q2 		$72.7K Hold
3,100
– – ﹤0.01% 1338
2026
Q1 		$72.5K Hold
3,100
– – ﹤0.01% 1291
2025
Q4 		$72.8K Hold
3,100
– – ﹤0.01% 1261
2025
Q3 		$72.6K Buy
+3,100
New +$72.3K ﹤0.01% 1236

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Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Geneos Wealth Management's BSMS Position: Q3 2026 in Review

Geneos Wealth Management held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q3 2026 at 3,100 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Geneos Wealth Management first reported a position in BSMS in Q3 2025 and has held it in 5 quarters since. The position peaked at $72.8K in Q4 2025. 100 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

  • Geneos Wealth Management held 3,100 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $70.7K as of Q3 2026.
  • Geneos Wealth Management left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1523 holding.
  • Geneos Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $72.8K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.