Geneos Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$167K	Buy	3,085 +216	+8%	+$12.1K	﹤0.01%	1162
2026 Q2	$165K	Buy	2,869 +185	+7%	+$10.6K	﹤0.01%	1061
2026 Q1	$153K	Buy	2,684 +1,269	+90%	+$73.2K	﹤0.01%	1044
2025 Q4	$81.3K	Buy	+1,415	New	+$81.2K	﹤0.01%	1217
2017 Q2	–	Sell	-1,000	Closed	-$58K	–	2082
2017 Q1	$58K	Hold	1,000	–	–	0.01%	836
2016 Q4	$57K	Hold	1,000	–	–	0.01%	790
2016 Q3	$60K	Buy	1,000 +400	+67%	+$24.3K	0.01%	748
2016 Q2	$36K	Hold	600	–	–	0.01%	917
2016 Q1	$35K	Buy	+600	New	+$35.7K	0.01%	911

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Geneos Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 7.5% in Q3 2026, buying an estimated $12.1K and bringing the position to 3,085 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Geneos Wealth Management first reported a position in CMF in Q1 2016 and has held it in 9 quarters since. 320 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Geneos Wealth Management held 3,085 shares of iShares California Muni Bond ETF worth $167K as of Q3 2026.
Geneos Wealth Management bought 216 iShares California Muni Bond ETF shares in Q3 2026, an estimated $12.1K.
iShares California Muni Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1162 holding.
Geneos Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2016 and has held it in 9 quarters since.
320 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

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