Geneos Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-687	Closed	-$6.29K	–	3173
2025 Q2	$6.29K	Buy	+687	New	+$6.36K	﹤0.01%	2498
2023 Q4	–	Sell	-120	Closed	-$1K	–	2179
2023 Q3	$1K	Buy	+120	New	+$1.1K	﹤0.01%	2029
2019 Q1	–	Sell	-2,788	Closed	-$30K	–	2466
2018 Q4	$30K	Hold	2,788	–	–	﹤0.01%	1336
2018 Q3	$32K	Hold	2,788	–	–	﹤0.01%	1379
2018 Q2	$32K	Hold	2,788	–	–	﹤0.01%	1261
2018 Q1	$32K	Sell	2,788 -950	-25%	-$11.4K	﹤0.01%	1207
2017 Q4	$46K	Hold	3,738	–	–	﹤0.01%	1039
2017 Q3	$47K	Hold	3,738	–	–	﹤0.01%	980
2017 Q2	$47K	Buy	3,738 +2,990	+400%	+$38K	﹤0.01%	942
2017 Q1	$9K	Hold	748	–	–	﹤0.01%	1537
2016 Q4	$9K	Hold	748	–	–	﹤0.01%	1480
2016 Q3	$10K	Hold	748	–	–	﹤0.01%	1378
2016 Q2	$10K	Hold	748	–	–	﹤0.01%	1339
2016 Q1	$9K	Buy	+748	New	+$9.74K	﹤0.01%	1361

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geneos Wealth Management's VKQ Position: Q3 2025 in Review

Geneos Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q3 2025, closing a stake of 687 shares — an estimated $6.29K sold.

Geneos Wealth Management first reported a position in VKQ in Q1 2016 and held it in 14 quarters. The position peaked at $47K in Q3 2017. 94 funds tracked by Wall St. Rank hold VKQ as of Q3 2025.

Geneos Wealth Management reported no remaining Invesco Municipal Trust position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 687 Invesco Municipal Trust shares in Q3 2025, an estimated $6.29K.
Geneos Wealth Management first reported a position in Invesco Municipal Trust in Q1 2016 and held it in 14 quarters.
Geneos Wealth Management's Invesco Municipal Trust position peaked at $47K in Q3 2017.
94 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.