GWM
MIO

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

Geneos Wealth Management’s Portfolio MIO Stock Details MIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,435
Closed -$16.9K – 3192
2025
Q1 		$16.9K Buy
1,435
+1,234
+614% +$14.8K ﹤0.01% 2400
2024
Q4 		$2.38K Sell
201
-87
-30% -$1.06K ﹤0.01% 2552
2024
Q3 		$3.57K Buy
+288
New +$3.48K ﹤0.01% 2167

Other funds holding MIO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 MIO Position: Q2 2025 in Review

Geneos Wealth Management sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q2 2025, closing a stake of 1,435 shares — an estimated $16.9K sold.

Geneos Wealth Management first reported a position in MIO in Q3 2024 and held it in 3 quarters. The position peaked at $16.9K in Q1 2025. 31 funds tracked by Wall St. Rank hold MIO as of Q2 2025.

  • Geneos Wealth Management reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,435 Pioneer Municipal High Income Opportunities Fund shares in Q2 2025, an estimated $16.9K.
  • Geneos Wealth Management first reported a position in Pioneer Municipal High Income Opportunities Fund in Q3 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Pioneer Municipal High Income Opportunities Fund position peaked at $16.9K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q2 2025.

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