Geneos Wealth Management’s Federated Hermes Premier Municipal Income Fund FMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,082	Closed	-$23K	–	2210
2022 Q2	$23K	Buy	2,082 +9	+0.4%	+$105	﹤0.01%	1625
2022 Q1	$26K	Buy	2,073 +7	+0.3%	+$95	﹤0.01%	1669
2021 Q4	$31K	Buy	2,066 +4	+0.2%	+$60	﹤0.01%	1682
2021 Q3	$31K	Buy	2,062 +6	+0.3%	+$95	﹤0.01%	1709
2021 Q2	$32K	Buy	2,056 +5	+0.2%	+$76	﹤0.01%	1680
2021 Q1	$30K	Buy	2,051 +2	+0.1%	+$29	﹤0.01%	1871
2020 Q4	$29K	Buy	2,049 +549	+37%	+$7.85K	﹤0.01%	1710
2020 Q3	$21K	Hold	1,500	–	–	﹤0.01%	1626
2020 Q2	$19K	Hold	1,500	–	–	﹤0.01%	1639
2020 Q1	$18K	Hold	1,500	–	–	﹤0.01%	1548
2019 Q4	$21K	Hold	1,500	–	–	﹤0.01%	1656
2019 Q3	$21K	Hold	1,500	–	–	﹤0.01%	1572
2019 Q2	$20K	Hold	1,500	–	–	﹤0.01%	1622
2019 Q1	$20K	Hold	1,500	–	–	﹤0.01%	1565
2018 Q4	$18K	Hold	1,500	–	–	﹤0.01%	1539
2018 Q3	$19K	Hold	1,500	–	–	﹤0.01%	1588
2018 Q2	$19K	Hold	1,500	–	–	﹤0.01%	1464
2018 Q1	$20K	Hold	1,500	–	–	﹤0.01%	1388
2017 Q4	$21K	Hold	1,500	–	–	﹤0.01%	1354
2017 Q3	$22K	Hold	1,500	–	–	﹤0.01%	1279
2017 Q2	$21K	Hold	1,500	–	–	﹤0.01%	1252
2017 Q1	$20K	Hold	1,500	–	–	﹤0.01%	1235
2016 Q4	$20K	Hold	1,500	–	–	﹤0.01%	1181
2016 Q3	$24K	Hold	1,500	–	–	﹤0.01%	1065
2016 Q2	$24K	Hold	1,500	–	–	﹤0.01%	1051
2016 Q1	$23K	Buy	+1,500	New	+$22.7K	﹤0.01%	1042

Other funds holding FMN

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Geneos Wealth Management's FMN Position: Q3 2022 in Review

Geneos Wealth Management sold out of Federated Hermes Premier Municipal Income Fund (FMN) in Q3 2022, closing a stake of 2,082 shares — an estimated $23K sold.

Geneos Wealth Management first reported a position in FMN in Q1 2016 and held it in 26 quarters. The position peaked at $32K in Q2 2021. 47 funds tracked by Wall St. Rank hold FMN as of Q3 2022.

Geneos Wealth Management reported no remaining Federated Hermes Premier Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 2,082 Federated Hermes Premier Municipal Income Fund shares in Q3 2022, an estimated $23K.
Geneos Wealth Management first reported a position in Federated Hermes Premier Municipal Income Fund in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's Federated Hermes Premier Municipal Income Fund position peaked at $32K in Q2 2021.
47 funds tracked by Wall St. Rank held Federated Hermes Premier Municipal Income Fund as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.