Geneos Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.5K	Hold	1,563	–	–	﹤0.01%	1861
2026 Q1	$16.1K	Hold	1,563	–	–	﹤0.01%	1854
2025 Q4	$16.7K	Hold	1,563	–	–	﹤0.01%	1798
2025 Q3	$16.1K	Hold	1,563	–	–	﹤0.01%	1808
2025 Q2	$15.5K	Buy	1,563 +234	+18%	+$2.31K	﹤0.01%	2146
2025 Q1	$13.5K	Buy	1,329 +532	+67%	+$5.54K	﹤0.01%	2123
2024 Q4	$8.07K	Buy	797 +276	+53%	+$2.9K	﹤0.01%	2140
2024 Q3	$5.68K	Hold	521	–	–	﹤0.01%	2035
2024 Q2	$5.34K	Hold	521	–	–	﹤0.01%	1708
2024 Q1	$5.29K	Hold	521	–	–	﹤0.01%	1700
2023 Q4	$5.33K	Hold	521	–	–	﹤0.01%	1714
2023 Q3	$4.79K	Hold	521	–	–	﹤0.01%	1756
2023 Q2	$5.32K	Hold	521	–	–	﹤0.01%	1725
2023 Q1	$5.4K	Hold	521	–	–	﹤0.01%	1704
2022 Q4	$5.65K	Hold	521	–	–	﹤0.01%	1682
2022 Q3	$5K	Sell	521 -1,182	-69%	-$13.9K	﹤0.01%	1697
2022 Q2	$19K	Hold	1,703	–	–	﹤0.01%	1712
2022 Q1	$19K	Hold	1,703	–	–	﹤0.01%	1830
2021 Q4	$24K	Hold	1,703	–	–	﹤0.01%	1798
2021 Q3	$23K	Hold	1,703	–	–	﹤0.01%	1851
2021 Q2	$24K	Hold	1,703	–	–	﹤0.01%	1821
2021 Q1	$23K	Hold	1,703	–	–	﹤0.01%	2010
2020 Q4	$22K	Hold	1,703	–	–	﹤0.01%	1854
2020 Q3	$22K	Hold	1,703	–	–	﹤0.01%	1613
2020 Q2	$21K	Hold	1,703	–	–	﹤0.01%	1600
2020 Q1	$20K	Sell	1,703 -3,800	-69%	-$49.1K	﹤0.01%	1517
2019 Q4	$72K	Hold	5,503	–	–	﹤0.01%	1080
2019 Q3	$72K	Hold	5,503	–	–	﹤0.01%	1019
2019 Q2	$69K	Hold	5,503	–	–	﹤0.01%	1047
2019 Q1	$67K	Hold	5,503	–	–	﹤0.01%	1007
2018 Q4	$61K	Hold	5,503	–	–	﹤0.01%	1007
2018 Q3	$62K	Hold	5,503	–	–	﹤0.01%	1072
2018 Q2	$64K	Hold	5,503	–	–	0.01%	939
2018 Q1	$64K	Hold	5,503	–	–	0.01%	907
2017 Q4	$67K	Hold	5,503	–	–	0.01%	888
2017 Q3	$69K	Hold	5,503	–	–	0.01%	832
2017 Q2	$68K	Hold	5,503	–	–	0.01%	820
2017 Q1	$66K	Hold	5,503	–	–	0.01%	790
2016 Q4	$65K	Hold	5,503	–	–	0.01%	741
2016 Q3	$73K	Hold	5,503	–	–	0.01%	679
2016 Q2	$74K	Hold	5,503	–	–	0.01%	679
2016 Q1	$70K	Buy	+5,503	New	+$68.7K	0.01%	689

Other funds holding PMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geneos Wealth Management's PMO Position: Q2 2026 in Review

Geneos Wealth Management held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 1,563 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Geneos Wealth Management first reported a position in PMO in Q1 2016 and has held it in 42 quarters since. The position peaked at $74K in Q2 2016. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Geneos Wealth Management held 1,563 shares of Franklin Municipal Opportunities Trust worth $16.5K as of Q2 2026.
Geneos Wealth Management left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1861 holding.
Geneos Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2016 and has held it in 42 quarters since.
Geneos Wealth Management's Franklin Municipal Opportunities Trust position peaked at $74K in Q2 2016.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.