GWM
CALI

Geneos Wealth Management’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Geneos Wealth Management’s Portfolio CALI Stock Details CALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26,006
Closed -$1.31M – 3249
2025
Q1 		$1.31M Buy
+26,006
New +$1.31M 0.02% 594

Other funds holding CALI

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $154M AUM 13.77% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Geneos Wealth Management's CALI Position: Q2 2025 in Review

Geneos Wealth Management sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2025, closing a stake of 26,006 shares — an estimated $1.31M sold.

Geneos Wealth Management first reported a position in CALI in Q1 2025 and held it in 1 quarter. The position peaked at $1.31M in Q1 2025. 48 funds tracked by Wall St. Rank hold CALI as of Q2 2025.

  • Geneos Wealth Management reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 26,006 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2025, an estimated $1.31M.
  • Geneos Wealth Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2025 and held it in 1 quarter.
  • Geneos Wealth Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $1.31M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.