Geneos Wealth Management »

BlackRock Ltd. Duration Income Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of BlackRock Ltd. Duration Income Trust (BLW) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in BlackRock Ltd. Duration Income Trust

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Ltd. Duration Income Trust held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BlackRock Ltd. Duration Income Trust by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2k 371 14.00
2025-06-30 $14k 991 14.18
2025-03-31 $14k 991 14.14
2022-09-30 $49k 4.1k 11.89
2018-03-31 $7.0k 490 14.29

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding BlackRock Ltd. Duration Income Trust

Morgan Stanley
Wells Fargo & Company
Guggenheim Capital, LLC Managers
UBS Group
Cohen & Steers Capital Management
Invesco
Blue Zone Wealth Advisors
Raymond James Financial
Venture Visionary Partners
GraniteShares Advisors
LPL Financial
Principal Securities
Royal Bank of Canada
Envestnet Asset Management
Capital Investment Advisors

View all funds holding BlackRock Ltd. Duration Income Trust