GWM
MHI

Geneos Wealth Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Geneos Wealth Management’s Portfolio MHI Stock Details MHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-495
Closed -$4.55K – 3190
2025
Q1 		$4.55K Buy
495
+285
+136% +$2.67K ﹤0.01% 2775
2024
Q4 		$1.95K Sell
210
-297
-59% -$2.81K ﹤0.01% 2602
2024
Q3 		$4.87K Buy
+507
New +$4.75K ﹤0.01% 2078

Other funds holding MHI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Geneos Wealth Management's MHI Position: Q2 2025 in Review

Geneos Wealth Management sold out of Pioneer Municipal High Income Fund (MHI) in Q2 2025, closing a stake of 495 shares — an estimated $4.55K sold.

Geneos Wealth Management first reported a position in MHI in Q3 2024 and held it in 3 quarters. The position peaked at $4.87K in Q3 2024. 57 funds tracked by Wall St. Rank hold MHI as of Q2 2025.

  • Geneos Wealth Management reported no remaining Pioneer Municipal High Income Fund position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 495 Pioneer Municipal High Income Fund shares in Q2 2025, an estimated $4.55K.
  • Geneos Wealth Management first reported a position in Pioneer Municipal High Income Fund in Q3 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Pioneer Municipal High Income Fund position peaked at $4.87K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.