Geneos Wealth Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$72.6K Hold
1,450
﹤0.01% 1290
2025
Q4
$73.1K Hold
1,450
﹤0.01% 1260
2025
Q3
$72.8K Hold
1,450
﹤0.01% 1232
2025
Q2
$70.9K Sell
1,450
-1,704
-54% -$83K ﹤0.01% 1404
2025
Q1
$156K Buy
3,154
+1,704
+118% +$85.4K ﹤0.01% 1339
2024
Q4
$72.7K Hold
1,450
﹤0.01% 1178
2024
Q3
$74.6K Hold
1,450
﹤0.01% 1057
2024
Q2
$73K Hold
1,450
﹤0.01% 954
2024
Q1
$73.3K Buy
1,450
+1,215
+517% +$61.6K ﹤0.01% 945
2023
Q4
$12K Hold
235
﹤0.01% 1506
2023
Q3
$11.3K Hold
235
﹤0.01% 1534
2023
Q2
$11.8K Hold
235
﹤0.01% 1532
2023
Q1
$11.8K Buy
+235
New +$11.7K ﹤0.01% 1504

Other funds holding TAXF

Geneos Wealth Management's TAXF Position: Q1 2026 in Review

Geneos Wealth Management held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q1 2026 at 1,450 shares worth $72.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Geneos Wealth Management first reported a position in TAXF in Q1 2023 and has held it in 13 quarters since. The position peaked at $156K in Q1 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Geneos Wealth Management held 1,450 shares of American Century Diversified Municipal Bond ETF worth $72.6K as of Q1 2026.
  • Geneos Wealth Management left its American Century Diversified Municipal Bond ETF share count unchanged in Q1 2026.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1290 holding.
  • Geneos Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Geneos Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $156K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.