Geneos Wealth Management Inc.

Position in BTT — BlackRock Municipal 2030 Target Term Trust

CIK 1764754 ENGLEWOOD, CO

Position in BTT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$54,600

+$120 QoQ

Shares Held

2,400

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#124

of 141 holders

Holding Since

Mar 2020

12 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $41,116,689 across 137 Asset Management names. BTT ranks #55 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	548,031	$10,341,344
2	PHYS	Sprott Physical Gold Trust	186,947	$5,640,190
3	HFRO	Highland Opportunities & Income Fund	525,538	$3,747,085
4	MAIN	Main Street Capital CORP	34,659	$1,798,108
5	CEF	Sprott Physical Gold & Silver Trust	39,560	$1,591,498
6	JPC	Nuveen Preferred & Income Opportunities Fund	186,542	$1,469,950
7	BLK	BlackRock, Inc.	1,358	$1,305,798
8	NMCO	Nuveen Municipal Credit Opportunities Fund	93,984	$1,023,485

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,600	2,400	0.0%	Shares	Sole	2026-08-06
2026-03-31	$54,480	2,400	0.0%	Shares	Sole	2026-05-05
2025-12-31	$54,768	2,400	0.0%	Shares	Sole	2026-01-28
2025-09-30	$53,904	2,400	+10.5%	Shares	Sole	2025-10-22
2021-12-31	$56,294	2,171	+0.7%	Shares	Sole	2022-02-09
2021-09-30	$54,995	2,155	+0.7%	Shares	Sole	2021-11-09
2021-06-30	$56,105	2,139	-25.6%	Shares	Sole	2021-07-08
2021-03-31	$73,028	2,874	+0.2%	Shares	Sole	2021-06-17
2020-12-31	$73,624	2,867	+10.8%	Shares	Sole	2021-05-19
2020-09-30	$64,674	2,588	+0.6%	Shares	Sole	2021-09-07
2020-06-30	$61,110	2,572	+0.7%	Shares	Sole	2021-09-07
2020-03-31	$57,947	2,555	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.