Geneos Wealth Management Inc. Ishares California Muni Bond E Transaction History
Geneos Wealth Management Inc.
- $3.85 Billion
- Q4 2025
A detailed history of Geneos Wealth Management Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,415 shares of CMF stock, worth $81,150. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,415Holding current value
$81,150% of portfolio
0.0%Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
360Shares Held
42.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC5.11MShares$293 Million0.67% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
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Facet Wealth, Inc.1.5MShares$85.9 Million1.59% of portfolio