Geneos Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,218	Closed	-$46K	–	2581
2025 Q2	$46K	Sell	2,218 -2,272	-51%	-$42.2K	﹤0.01%	1615
2025 Q1	$79.7K	Buy	+4,490	New	+$91.6K	﹤0.01%	1688
2023 Q1	–	Sell	-450	Closed	-$7.04K	–	2048
2022 Q4	$7.04K	Buy	+450	New	+$7.65K	﹤0.01%	1628

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geneos Wealth Management's BSTZ Position: Q3 2025 in Review

Geneos Wealth Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2025, closing a stake of 2,218 shares — an estimated $46K sold.

Geneos Wealth Management first reported a position in BSTZ in Q4 2022 and held it in 3 quarters. The position peaked at $79.7K in Q1 2025. 114 funds tracked by Wall St. Rank hold BSTZ as of Q3 2025.

Geneos Wealth Management reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 2,218 BlackRock Science and Technology Term Trust shares in Q3 2025, an estimated $46K.
Geneos Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q4 2022 and held it in 3 quarters.
Geneos Wealth Management's BlackRock Science and Technology Term Trust position peaked at $79.7K in Q1 2025.
114 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.