A detailed history of Geneos Wealth Management Inc. transactions in Bny Mellon Strategic Municipal Bond Fund, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 28,230 shares of DSM stock, worth $175,590. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,230
Previous 28,230 -0.0%
Holding current value
$175,590
Previous $165,000 1.21%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$5.6 - $5.9 $9,632 - $10,148
1,720 Added 6.49%
28,230 $165,000
Q3 2022

Nov 14, 2022

BUY
$5.62 - $6.72 $21,356 - $25,536
3,800 Added 16.73%
26,510 $150,000
Q1 2020

Sep 07, 2021

BUY
$5.83 - $8.31 $5,538 - $7,894
950 Added 4.37%
22,710 $158,000
Q2 2019

Sep 07, 2021

BUY
$7.6 - $8.05 $165,376 - $175,168
21,760 New
21,760 $172,000

Others Institutions Holding DSM

About BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.


  • Ticker DSM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • BNY Mellon Strategic Municipal Bond Fund, Inc. is a closed ended fixed income mutual fund launched and managed by BNY Mellon Investment Adviser, Inc. The fund invests in the fixed income markets of the United States. It primarily invests in investment grade municipal bonds which are exempt from federal income tax. The fund seeks to maintain a we...
More about DSM
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.