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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

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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
2025-09-30 $16k 1.6k 10.33
2025-06-30 $16k 1.6k 9.89
2025-03-31 $26k 2.5k 10.19
2024-12-31 $8.1k 797 10.13
2024-09-30 $5.7k 521 10.90
2024-06-30 $5.3k 521 10.26
2024-03-31 $5.3k 521 10.16
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

Guggenheim Capital, LLC Managers
Pathstone Holdings
Melfa Wealth Management
Hennion & Walsh Asset Management
Advisors Asset Management
Morgan Stanley
1607 Capital Partners
Commonwealth Equity Services
Fiera Capital Corporation
Wells Fargo & Company
Karpus Investment Management
Rivernorth Capital Management
Ameriprise Financial
Van Eck Associates Corp.
Deschutes Portfolio Strategy

View all funds holding Putnam Municipal Opportunities Trust