Geneos Wealth Management Inc. Blackrock Credit Allocation Income Trust Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Blackrock Credit Allocation Income Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 240 shares of BTZ stock, worth $2,592. This represents 0.0% of its overall portfolio holdings.
Number of Shares
240
Previous 14,834
98.38%
Holding current value
$2,592
Previous $161,000
98.76%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding BTZ
# of Institutions
162Shares Held
34.9MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN5.94MShares$64.1 Million1.33% of portfolio
-
Morgan Stanley New York, NY5.26MShares$56.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$53 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL1.91MShares$20.6 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.52MShares$16.4 Million0.01% of portfolio
About BLACKROCK CREDIT ALLOCATION INCOME TRUST
- Ticker BTZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- BlackRock Credit Allocation Income Trust is a closed ended balanced mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock (Singapore) Limited. It invests in the fixed income markets across the globe. For the fixed income portion of the portfolio, the fund primarily invests in securities with an a...