Geneos Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-54	Closed	-$2K	–	2867
2021 Q2	$2K	Hold	54	–	–	﹤0.01%	2662
2021 Q1	$2K	Hold	54	–	–	﹤0.01%	2894
2020 Q4	$2K	Buy	+54	New	+$2.78K	﹤0.01%	2698

Other funds holding ITM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geneos Wealth Management's ITM Position: Q3 2021 in Review

Geneos Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2021, closing a stake of 54 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in ITM in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 172 funds tracked by Wall St. Rank hold ITM as of Q3 2021.

Geneos Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q3 2021 after selling out during the quarter.
Geneos Wealth Management sold 54 VanEck Intermediate Muni ETF shares in Q3 2021, an estimated $2K.
Geneos Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and held it in 3 quarters.
Geneos Wealth Management's VanEck Intermediate Muni ETF position peaked at $2K in Q2 2021.
172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.