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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Geneos Wealth Management's CMF Position: Q2 2026 in Review

Geneos Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 6.9% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,869 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Geneos Wealth Management first reported a position in CMF in Q1 2016 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Geneos Wealth Management held 2,869 shares of iShares California Muni Bond ETF worth $165K as of Q2 2026.
Geneos Wealth Management bought 185 iShares California Muni Bond ETF shares in Q2 2026, an estimated $10.6K.
iShares California Muni Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1061 holding.
Geneos Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2016 and has held it in 8 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.