Geneos Wealth Management
MFSM icon

Geneos Wealth Management’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Geneos Wealth Management’s Portfolio MFSM Stock Details MFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$356K Buy
+15,150
New +$373K 0.01% 891

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Geneos Wealth Management's MFSM Position: Q3 2026 in Review

Geneos Wealth Management opened a new position in MFS Active Intermediate Muni Bond ETF (MFSM) in Q3 2026: 15,150 shares worth $356K. The stake represents 0.01% of the portfolio and ranks #891 among its holdings.

13 funds tracked by Wall St. Rank hold MFSM as of Q3 2026.

  • Geneos Wealth Management held 15,150 shares of MFS Active Intermediate Muni Bond ETF worth $356K as of Q3 2026.
  • MFS Active Intermediate Muni Bond ETF was a new Geneos Wealth Management position in Q3 2026.
  • MFS Active Intermediate Muni Bond ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #891 holding.
  • 13 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.