Geneos Wealth Management’s Putnam Managed Municipal Income PMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.8K	Sell	2,144 -2,144	-50%	-$12.8K	﹤0.01%	2221
2025 Q1	$26.3K	Buy	4,288 +2,144	+100%	+$13.1K	﹤0.01%	2217
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	+$13.1K	﹤0.01%	1475
2022 Q3	–	Sell	-2,144	Closed	-$14K	–	2442
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%	-$7.42K	﹤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%	+$14.7K	﹤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	+$8K	﹤0.01%	1390