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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
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 Sell
1,750
-1,750
-50% -$35K ﹤0.01% 1752
2025
Q1 		$70.5K Sell
3,500
-250
-7% -$5.08K ﹤0.01% 1745
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return