Geneos Wealth Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.8K	Hold	1,000	–	–	﹤0.01%	1782
2026 Q1	$20.5K	Hold	1,000	–	–	﹤0.01%	1754
2025 Q4	$20.6K	Sell	1,000 -750	-43%	-$15.5K	﹤0.01%	1710
2025 Q3	$35.9K	Hold	1,750	–	–	﹤0.01%	1503
2025 Q2	$35.2K	Hold	1,750	–	–	﹤0.01%	1752
2025 Q1	$35.2K	Sell	1,750 -2,000	-53%	-$40.7K	﹤0.01%	1672
2024 Q4	$76.2K	Buy	3,750 +500	+15%	+$10.3K	﹤0.01%	1156
2024 Q3	$67.5K	Hold	3,250	–	–	﹤0.01%	1088
2024 Q2	$66.2K	Hold	3,250	–	–	﹤0.01%	981
2024 Q1	$67.1K	Buy	3,250 +2,846	+704%	+$58.9K	﹤0.01%	971
2023 Q4	$8.43K	Buy	+404	New	+$8.06K	﹤0.01%	1587

Other funds holding MUST

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Geneos Wealth Management's MUST Position: Q2 2026 in Review

Geneos Wealth Management held its Columbia Multi-Sector Municipal Income ETF (MUST) position steady in Q2 2026 at 1,000 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Geneos Wealth Management first reported a position in MUST in Q4 2023 and has held it in 11 quarters since. The position peaked at $76.2K in Q4 2024. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

Geneos Wealth Management held 1,000 shares of Columbia Multi-Sector Municipal Income ETF worth $20.8K as of Q2 2026.
Geneos Wealth Management left its Columbia Multi-Sector Municipal Income ETF share count unchanged in Q2 2026.
Columbia Multi-Sector Municipal Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1782 holding.
Geneos Wealth Management first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
Geneos Wealth Management's Columbia Multi-Sector Municipal Income ETF position peaked at $76.2K in Q4 2024.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.