Geneos Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14K | Hold |
2,144
| – | – | ﹤0.01% | 1913 |
|
|
2026
Q1 | $13.2K | Hold |
2,144
| – | – | ﹤0.01% | 1912 |
|
|
2025
Q4 | $13.4K | Hold |
2,144
| – | – | ﹤0.01% | 1872 |
|
|
2025
Q3 | $12.9K | Hold |
2,144
| – | – | ﹤0.01% | 1875 |
|
|
2025
Q2 | $12.8K | Hold |
2,144
| – | – | ﹤0.01% | 2221 |
|
|
2025
Q1 | $13.1K | Hold |
2,144
| – | – | ﹤0.01% | 2144 |
|
|
2024
Q4 | $12.8K | Hold |
2,144
| – | – | ﹤0.01% | 1945 |
|
|
2024
Q3 | $14K | Hold |
2,144
| – | – | ﹤0.01% | 1702 |
|
|
2024
Q2 | $13.3K | Hold |
2,144
| – | – | ﹤0.01% | 1471 |
|
|
2024
Q1 | $12.8K | Hold |
2,144
| – | – | ﹤0.01% | 1486 |
|
|
2023
Q4 | $13K | Hold |
2,144
| – | – | ﹤0.01% | 1474 |
|
|
2023
Q3 | $11.7K | Hold |
2,144
| – | – | ﹤0.01% | 1520 |
|
|
2023
Q2 | $13.1K | Hold |
2,144
| – | – | ﹤0.01% | 1498 |
|
|
2023
Q1 | $13.1K | Buy |
+2,144
| New | +$14.5K | ﹤0.01% | 1475 |
|
|
2022
Q3 | – | Sell |
-2,144
| Closed | -$14K | – | 2443 |
|
|
2022
Q2 | $14K | Hold |
2,144
| – | – | ﹤0.01% | 1841 |
|
|
2022
Q1 | $15K | Hold |
2,144
| – | – | ﹤0.01% | 1921 |
|
|
2021
Q4 | $18K | Hold |
2,144
| – | – | ﹤0.01% | 1948 |
|
|
2021
Q3 | $17K | Hold |
2,144
| – | – | ﹤0.01% | 2006 |
|
|
2021
Q2 | $18K | Hold |
2,144
| – | – | ﹤0.01% | 1971 |
|
|
2021
Q1 | $17K | Hold |
2,144
| – | – | ﹤0.01% | 2155 |
|
|
2020
Q4 | $17K | Hold |
2,144
| – | – | ﹤0.01% | 2004 |
|
|
2020
Q3 | $16K | Hold |
2,144
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q2 | $15K | Hold |
2,144
| – | – | ﹤0.01% | 1749 |
|
|
2020
Q1 | $14K | Hold |
2,144
| – | – | ﹤0.01% | 1660 |
|
|
2019
Q4 | $17K | Hold |
2,144
| – | – | ﹤0.01% | 1761 |
|
|
2019
Q3 | $16K | Hold |
2,144
| – | – | ﹤0.01% | 1713 |
|
|
2019
Q2 | $16K | Hold |
2,144
| – | – | ﹤0.01% | 1742 |
|
|
2019
Q1 | $16K | Hold |
2,144
| – | – | ﹤0.01% | 1675 |
|
|
2018
Q4 | $14K | Hold |
2,144
| – | – | ﹤0.01% | 1669 |
|
|
2018
Q3 | $14K | Hold |
2,144
| – | – | ﹤0.01% | 1726 |
|
|
2018
Q2 | $15K | Hold |
2,144
| – | – | ﹤0.01% | 1570 |
|
|
2018
Q1 | $15K | Hold |
2,144
| – | – | ﹤0.01% | 1511 |
|
|
2017
Q4 | $15K | Sell |
2,144
-1,060
| -33% | -$7.93K | ﹤0.01% | 1492 |
|
|
2017
Q3 | $24K | Hold |
3,204
| – | – | ﹤0.01% | 1254 |
|
|
2017
Q2 | $24K | Hold |
3,204
| – | – | ﹤0.01% | 1204 |
|
|
2017
Q1 | $23K | Hold |
3,204
| – | – | ﹤0.01% | 1191 |
|
|
2016
Q4 | $22K | Buy |
3,204
+2,144
| +202% | +$15.7K | ﹤0.01% | 1147 |
|
|
2016
Q3 | $8K | Hold |
1,060
| – | – | ﹤0.01% | 1450 |
|
|
2016
Q2 | $8K | Hold |
1,060
| – | – | ﹤0.01% | 1403 |
|
|
2016
Q1 | $8K | Buy |
+1,060
| New | +$7.91K | ﹤0.01% | 1390 |
|
Other funds holding PMM
HWAM
AAM
GC
RCM
Geneos Wealth Management's PMM Position: Q2 2026 in Review
Geneos Wealth Management held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 2,144 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.
Geneos Wealth Management first reported a position in PMM in Q1 2016 and has held it in 40 quarters since. The position peaked at $24K in Q3 2017. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.
- Geneos Wealth Management held 2,144 shares of Franklin Managed Municipal Income Trust worth $14K as of Q2 2026.
- Geneos Wealth Management left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
- Franklin Managed Municipal Income Trust made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1913 holding.
- Geneos Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q1 2016 and has held it in 40 quarters since.
- Geneos Wealth Management's Franklin Managed Municipal Income Trust position peaked at $24K in Q3 2017.
- 86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.