GWM
MYD

Geneos Wealth Management’s BlackRock MuniYield Fund MYD Stock Holding History

Geneos Wealth Management’s Portfolio MYD Stock Details MYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,896
Closed -$49.2K – 2931
2025
Q2 		$49.2K Sell
4,896
-1,057
-18% -$10.7K ﹤0.01% 1576
2025
Q1 		$62.8K Buy
5,953
+4,737
+390% +$50.5K ﹤0.01% 1367
2024
Q4 		$12.6K Buy
1,216
+96
+9% +$1.07K ﹤0.01% 1952
2024
Q3 		$12.8K Buy
+1,120
New +$12.5K ﹤0.01% 1733
2019
Q3 		– Sell
-1,400
Closed -$20K – 2529
2019
Q2 		$20K Buy
+1,400
New +$19.9K ﹤0.01% 1630
2018
Q4 		– Sell
-700
Closed -$9K – 2448
2018
Q3 		$9K Buy
+700
New +$9.52K ﹤0.01% 1882
2018
Q2 		– Sell
-1,700
Closed -$22K – 2305
2018
Q1 		$22K Hold
1,700
– – ﹤0.01% 1349
2017
Q4 		$24K Hold
1,700
– – ﹤0.01% 1311
2017
Q3 		$25K Hold
1,700
– – ﹤0.01% 1243
2017
Q2 		$25K Hold
1,700
– – ﹤0.01% 1189
2017
Q1 		$24K Sell
1,700
-1,000
-37% -$14.4K ﹤0.01% 1178
2016
Q4 		$38K Hold
2,700
– – 0.01% 940
2016
Q3 		$42K Hold
2,700
– – 0.01% 880
2016
Q2 		$43K Hold
2,700
– – 0.01% 860
2016
Q1 		$41K Buy
+2,700
New +$41.2K 0.01% 861

Other funds holding MYD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Geneos Wealth Management's MYD Position: Q3 2025 in Review

Geneos Wealth Management sold out of BlackRock MuniYield Fund (MYD) in Q3 2025, closing a stake of 4,896 shares — an estimated $49.2K sold.

Geneos Wealth Management first reported a position in MYD in Q1 2016 and held it in 15 quarters. The position peaked at $62.8K in Q1 2025. 103 funds tracked by Wall St. Rank hold MYD as of Q3 2025.

  • Geneos Wealth Management reported no remaining BlackRock MuniYield Fund position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 4,896 BlackRock MuniYield Fund shares in Q3 2025, an estimated $49.2K.
  • Geneos Wealth Management first reported a position in BlackRock MuniYield Fund in Q1 2016 and held it in 15 quarters.
  • Geneos Wealth Management's BlackRock MuniYield Fund position peaked at $62.8K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.