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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
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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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Putnam Municipal Opportunities Trust

Melfa Wealth Management
Pathstone Holdings
Commonwealth Equity Services
Guggenheim Capital, LLC Managers
Morgan Stanley
Fiera Capital Corporation
Logan Stone Capital
1607 Capital Partners
Van Eck Associates Corp.
Rothschild Investment
Deschutes Portfolio Strategy
Raymond James & Associates
Rivernorth Capital Management
Bank of America Corporation
Advisors Asset Management

View all funds holding Putnam Municipal Opportunities Trust