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Putnam Municipal Opportunities Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Putnam Municipal Opportunities Trust (PMO) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Putnam Municipal Opportunities Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Municipal Opportunities Trust held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Putnam Municipal Opportunities Trust by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3k 521 10.23
2023-09-30 $4.8k 521 9.20
2023-06-30 $5.3k 521 10.21
2023-03-31 $5.4k 521 10.36
2022-12-31 $5.7k 521 10.85
2022-09-30 $5.0k 521 9.60
2022-06-30 $19k 1.7k 11.16
2022-03-31 $19k 1.7k 11.16
2021-12-31 $24k 1.7k 14.09
2021-09-30 $23k 1.7k 13.51
2021-06-30 $24k 1.7k 14.09
2021-03-31 $23k 1.7k 13.51
2020-12-31 $22k 1.7k 12.92
2020-09-30 $22k 1.7k 12.92
2020-06-30 $21k 1.7k 12.33
2020-03-31 $20k 1.7k 11.74
2019-12-31 $72k 5.5k 13.08
2019-09-30 $72k 5.5k 13.08
2019-06-30 $69k 5.5k 12.54
2019-03-31 $67k 5.5k 12.18
2018-12-31 $61k 5.5k 11.08
2018-09-30 $62k 5.5k 11.27
2018-06-30 $64k 5.5k 11.63
2018-03-31 $64k 5.5k 11.63
2017-12-31 $67k 5.5k 12.18
2017-09-30 $69k 5.5k 12.54
2017-06-30 $68k 5.5k 12.36
2017-03-31 $66k 5.5k 11.99
2016-12-31 $65k 5.5k 11.81
2016-09-30 $73k 5.5k 13.27
2016-06-30 $74k 5.5k 13.45
2016-03-31 $70k 5.5k 12.72

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View all positions for Geneos Wealth Management

Top funds holding Putnam Municipal Opportunities Trust

Robinson Capital Management
Fiera Capital Corporation
Melfa Wealth Management
Commonwealth Equity Services
UBS Group
Saba Capital Management
Van Eck Associates Corp.
Raymond James & Associates
Advisors Asset Management
Bank of America Corporation
Advisor Group Holdings
Park Avenue Securities
Rockefeller Capital Management
Capital Investment Advisors
Landscape Capital Management

View all funds holding Putnam Municipal Opportunities Trust