GWM
EVM

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

Geneos Wealth Management’s Portfolio EVM Stock Details EVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-200
Closed -$2K – 1972
2016
Q2 		$2K Hold
200
– – ﹤0.01% 1672
2016
Q1 		$2K Buy
+200
New +$2.52K ﹤0.01% 1655

Other funds holding EVM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return

Geneos Wealth Management's EVM Position: Q3 2016 in Review

Geneos Wealth Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2016, closing a stake of 200 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in EVM in Q1 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2016. 25 funds tracked by Wall St. Rank hold EVM as of Q3 2016.

  • Geneos Wealth Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Eaton Vance California Municipal Bond Fund shares in Q3 2016, an estimated $2K.
  • Geneos Wealth Management first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Eaton Vance California Municipal Bond Fund position peaked at $2K in Q2 2016.
  • 25 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2016.

Based on Geneos Wealth Management's 13F filing for Q3 2016, filed 7 Sep 2021.