GeoWealth Management’s VanEck Long Muni ETF MLN Stock Holding History

GeoWealth Management’s Portfolio MLN Stock Details MLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$183K	Sell	10,291 -953	-8%	-$16.8K	0.01%	794
2026 Q1	$196K	Buy	11,244 +360	+3%	+$6.32K	0.01%	732
2025 Q4	$191K	Buy	10,884 +231	+2%	+$4.07K	0.01%	680
2025 Q3	$186K	Buy	+10,653	New	+$180K	0.01%	700
2025 Q1	–	Sell	-3,229	Closed	-$57.7K	–	1514
2024 Q4	$57.7K	Buy	+3,229	New	+$58.1K	﹤0.01%	1117
2023 Q1	–	Sell	-9,771	Closed	-$171K	–	418
2022 Q4	$171K	Sell	9,771 -541	-5%	-$9.26K	0.02%	258
2022 Q3	$172K	Sell	10,312 -10,369	-50%	-$185K	0.02%	248
2022 Q2	$365K	Sell	20,681 -840	-4%	-$15.2K	0.05%	193
2022 Q1	$417K	Buy	21,521 +1,243	+6%	+$25.5K	0.04%	227
2021 Q4	$439K	Sell	20,278 -20,292	-50%	-$438K	0.04%	223
2021 Q3	$873K	Sell	40,570 -29,704	-42%	-$650K	0.07%	166
2021 Q2	$1.54M	Buy	+70,274	New	+$1.53M	0.19%	87
2021 Q1	–	Sell	-34,465	Closed	-$748K	–	228
2020 Q4	$748K	Buy	+34,465	New	+$740K	0.12%	121

Other funds holding MLN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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

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

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

GeoWealth Management's MLN Position: Q2 2026 in Review

GeoWealth Management reduced its VanEck Long Muni ETF (MLN) stake by 8.5% in Q2 2026, selling an estimated $16.8K and leaving 10,291 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #794.

GeoWealth Management first reported a position in MLN in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.54M in Q2 2021. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

GeoWealth Management held 10,291 shares of VanEck Long Muni ETF worth $183K as of Q2 2026.
GeoWealth Management sold 953 VanEck Long Muni ETF shares in Q2 2026, an estimated $16.8K.
VanEck Long Muni ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #794 holding.
GeoWealth Management first reported a position in VanEck Long Muni ETF in Q4 2020 and has held it in 13 quarters since.
GeoWealth Management's VanEck Long Muni ETF position peaked at $1.54M in Q2 2021.
141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.