Geneos Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-436	Closed	-$8K	–	2132
2017 Q2	$8K	Buy	436 +3	+0.7%	+$59	﹤0.01%	1603
2017 Q1	$8K	Buy	433 +3	+0.7%	+$58	﹤0.01%	1561
2016 Q4	$8K	Buy	430 +3	+0.7%	+$59	﹤0.01%	1505
2016 Q3	$8K	Buy	427 +3	+0.7%	+$63	﹤0.01%	1446
2016 Q2	$8K	Buy	+424	New	+$8.75K	﹤0.01%	1399

Other funds holding MLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geneos Wealth Management's MLN Position: Q3 2017 in Review

Geneos Wealth Management sold out of VanEck Long Muni ETF (MLN) in Q3 2017, closing a stake of 436 shares — an estimated $8K sold.

Geneos Wealth Management first reported a position in MLN in Q2 2016 and held it in 5 quarters. The position peaked at $8K in Q2 2017. 33 funds tracked by Wall St. Rank hold MLN as of Q3 2017.

Geneos Wealth Management reported no remaining VanEck Long Muni ETF position as of Q3 2017 after selling out during the quarter.
Geneos Wealth Management sold 436 VanEck Long Muni ETF shares in Q3 2017, an estimated $8K.
Geneos Wealth Management first reported a position in VanEck Long Muni ETF in Q2 2016 and held it in 5 quarters.
Geneos Wealth Management's VanEck Long Muni ETF position peaked at $8K in Q2 2017.
33 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2017.

Based on Geneos Wealth Management's 13F filing for Q3 2017, filed 7 Sep 2021.