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 Q3	$131K	Buy	6,871 +5,871	+587%	+$118K	﹤0.01%	1256
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Elequin Capital New York $1.47B AUM 5.26% 1-Year Est. Return

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.25B AUM

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Geneos Wealth Management's MUST Position: Q3 2026 in Review

Geneos Wealth Management increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 587% in Q3 2026, buying an estimated $118K and bringing the position to 6,871 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Geneos Wealth Management first reported a position in MUST in Q4 2023 and has held it in 12 quarters since. 66 funds tracked by Wall St. Rank hold MUST as of Q3 2026.

Geneos Wealth Management held 6,871 shares of Columbia Multi-Sector Municipal Income ETF worth $131K as of Q3 2026.
Geneos Wealth Management bought 5,871 Columbia Multi-Sector Municipal Income ETF shares in Q3 2026, an estimated $118K.
Columbia Multi-Sector Municipal Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1256 holding.
Geneos Wealth Management first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2023 and has held it in 12 quarters since.
66 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.