Geneos Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.9K	Hold	3,700	–	–	﹤0.01%	1588
2026 Q1	$36.1K	Hold	3,700	–	–	﹤0.01%	1549
2025 Q4	$36K	Hold	3,700	–	–	﹤0.01%	1519
2025 Q3	$36.8K	Hold	3,700	–	–	﹤0.01%	1493
2025 Q2	$35.8K	Hold	3,700	–	–	﹤0.01%	1746
2025 Q1	$36.9K	Hold	3,700	–	–	﹤0.01%	1649
2024 Q4	$38.3K	Hold	3,700	–	–	﹤0.01%	1423
2024 Q3	$39.8K	Hold	3,700	–	–	﹤0.01%	1282
2024 Q2	$39.1K	Hold	3,700	–	–	﹤0.01%	1150
2024 Q1	$38.3K	Hold	3,700	–	–	﹤0.01%	1159
2023 Q4	$37.5K	Hold	3,700	–	–	﹤0.01%	1158
2023 Q3	$33.2K	Hold	3,700	–	–	﹤0.01%	1198
2023 Q2	$36.8K	Hold	3,700	–	–	﹤0.01%	1179
2023 Q1	$38.5K	Hold	3,700	–	–	﹤0.01%	1151
2022 Q4	$38.4K	Hold	3,700	–	–	﹤0.01%	1141
2022 Q3	$35K	Sell	3,700 -1,707	-32%	-$18.2K	﹤0.01%	1144
2022 Q2	$58K	Hold	5,407	–	–	﹤0.01%	1219
2022 Q1	$62K	Hold	5,407	–	–	﹤0.01%	1283
2021 Q4	$73K	Hold	5,407	–	–	﹤0.01%	1302
2021 Q3	$72K	Hold	5,407	–	–	﹤0.01%	1310
2021 Q2	$74K	Hold	5,407	–	–	﹤0.01%	1294
2021 Q1	$72K	Hold	5,407	–	–	﹤0.01%	1436
2020 Q4	$71K	Sell	5,407 -900	-14%	-$11.9K	﹤0.01%	1283
2020 Q3	$81K	Hold	6,307	–	–	﹤0.01%	1036
2020 Q2	$79K	Hold	6,307	–	–	﹤0.01%	1022
2020 Q1	$76K	Sell	6,307 -310	-5%	-$3.97K	0.01%	943
2019 Q4	$84K	Sell	6,617 -235	-3%	-$3.02K	﹤0.01%	1016
2019 Q3	$88K	Hold	6,852	–	–	0.01%	942
2019 Q2	$85K	Sell	6,852 -519	-7%	-$6.46K	0.01%	962
2019 Q1	$91K	Buy	+7,371	New	+$86.8K	0.01%	896

Other funds holding EIM

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Geneos Wealth Management held its Eaton Vance Municipal Bond Fund (EIM) position steady in Q2 2026 at 3,700 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Geneos Wealth Management first reported a position in EIM in Q1 2019 and has held it in 30 quarters since. The position peaked at $91K in Q1 2019. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

Geneos Wealth Management held 3,700 shares of Eaton Vance Municipal Bond Fund worth $36.9K as of Q2 2026.
Geneos Wealth Management left its Eaton Vance Municipal Bond Fund share count unchanged in Q2 2026.
Eaton Vance Municipal Bond Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1588 holding.
Geneos Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q1 2019 and has held it in 30 quarters since.
Geneos Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $91K in Q1 2019.
116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

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