GWM
RFMZ

Geneos Wealth Management’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

Geneos Wealth Management’s Portfolio RFMZ Stock Details RFMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,630
Closed -$32K – 2936
2021
Q4 		$32K Buy
+1,630
New +$32.9K ﹤0.01% 1674

Other funds holding RFMZ

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Rockefeller Capital Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HKIM
Hayek Kallen Investment Management Fairhope, Alabama $307M AUM 18.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Geneos Wealth Management's RFMZ Position: Q1 2022 in Review

Geneos Wealth Management sold out of RiverNorth Flexible Municipal Income Fund II (RFMZ) in Q1 2022, closing a stake of 1,630 shares — an estimated $32K sold.

Geneos Wealth Management first reported a position in RFMZ in Q4 2021 and held it in 1 quarter. The position peaked at $32K in Q4 2021. 26 funds tracked by Wall St. Rank hold RFMZ as of Q1 2022.

  • Geneos Wealth Management reported no remaining RiverNorth Flexible Municipal Income Fund II position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 1,630 RiverNorth Flexible Municipal Income Fund II shares in Q1 2022, an estimated $32K.
  • Geneos Wealth Management first reported a position in RiverNorth Flexible Municipal Income Fund II in Q4 2021 and held it in 1 quarter.
  • Geneos Wealth Management's RiverNorth Flexible Municipal Income Fund II position peaked at $32K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.