Geneos Wealth Management Inc. Putnam Master Intermediate Income Trust Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Sep 07, 2021	SELL	$4.58 - $4.84 $1,822 - $1,926	-398 Closed	0 $0
Q4 2018 Sep 07, 2021	SELL	$4.14 - $4.58 $6,052 - $6,695	-1,462 Reduced 78.6%	398 $1,000
Q4 2016 Sep 07, 2021	SELL	N/A	-194 Reduced 9.44%	1,860 $8,000
Q1 2016 Sep 07, 2021	BUY	N/A	2,054	2,054 $9,000

Others Institutions Holding PIM

# of Institutions

65

Shares Held

28.9M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

23.5M
Shares

$79.4 Million
1.64% of portfolio
Sheets Smith Investment Management Houston, TX

1.1M
Shares

$3.73 Million
2.73% of portfolio
1607 Capital Partners, LLC Richmond, VA

418K
Shares

$1.41 Million
0.11% of portfolio
Consolidated Portfolio Review Corp Woodbury, NY

367K
Shares

$1.24 Million
0.16% of portfolio
Sheets Smith Wealth Management

241K
Shares

$815,347
0.1% of portfolio

About PUTNAM MASTER INTERMEDIATE INCOME TRUST

Ticker PIM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Master Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the fixed income markets of the United States. The fund invests in bonds of companies operating across diversified sectors. It benchmarks...

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