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 414 shares of BTZ stock, worth $4,367. This represents 0.0% of its overall portfolio holdings.

Number of Shares
414
Previous 414 -0.0%
Holding current value
$4,367
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024

BUY
$9.12 - $10.44 $2,188 - $2,505
240 Added 137.93%
414 $4,000
Q2 2023

Aug 08, 2023

SELL
$9.97 - $10.49 $1,375 - $1,447
-138 Reduced 44.23%
174 $1,000
Q3 2022

Nov 14, 2022

SELL
$9.54 - $11.75 $13,546 - $16,685
-1,420 Reduced 81.99%
312 $2,000
Q1 2021

Jun 17, 2021

BUY
$14.05 - $15.12 $4,383 - $4,717
312 Added 21.97%
1,732 $25,000
Q4 2020

May 19, 2021

SELL
$13.77 - $14.98 $16,524 - $17,976
-1,200 Reduced 45.8%
1,420 $20,000
Q2 2020

Sep 07, 2021

SELL
$11.42 - $14.21 $114 - $142
-10 Reduced 0.38%
2,620 $34,000
Q1 2020

Sep 07, 2021

BUY
$9.5 - $14.88 $10,450 - $16,368
1,100 Added 71.9%
2,630 $30,000
Q4 2019

Sep 07, 2021

BUY
$13.46 - $13.99 $1,346 - $1,399
100 Added 6.99%
1,530 $21,000
Q3 2019

Sep 07, 2021

SELL
$12.99 - $13.86 $9,768 - $10,422
-752 Reduced 34.46%
1,430 $19,000
Q2 2019

Sep 07, 2021

BUY
$12.44 - $12.97 $20,675 - $21,556
1,662 Added 319.62%
2,182 $28,000
Q4 2016

Sep 07, 2021

SELL
N/A
-120 Reduced 18.75%
520 $6,000
Q3 2016

Sep 07, 2021

BUY
N/A
120 Added 23.08%
640 $8,000
Q1 2016

Sep 07, 2021

BUY
N/A
520
520 $6,000

Others Institutions Holding BTZ

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...
More about BTZ
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