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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26,006
Closed -$1.31M – 3253
2025
Q1 		$1.31M Buy
+26,006
New +$1.31M 0.02% 594