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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$81.3K	Buy
2017 Q2	–	Sell
2017 Q1	$58K	Hold
2016 Q4	$57K	Hold
2016 Q3	$60K	Buy
2016 Q2	$36K	Hold
2016 Q1	$35K	Buy