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Geneos Wealth Management’s MarineMax HZO Stock Holding History

Geneos Wealth Management’s Portfolio HZO Stock Details HZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-700
Closed -$41K – 2859
2021
Q4 		$41K Hold
700
– – ﹤0.01% 1558
2021
Q3 		$35K Sell
700
-200
-22% -$9.98K ﹤0.01% 1658
2021
Q2 		$43K Sell
900
-250
-22% -$13K ﹤0.01% 1553
2021
Q1 		$65K Hold
1,150
– – ﹤0.01% 1497
2020
Q4 		$56K Buy
1,150
+250
+28% +$7.83K ﹤0.01% 1400
2020
Q3 		$22K Buy
+900
New +$24.7K ﹤0.01% 1611

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Geneos Wealth Management's HZO Position: Q1 2022 in Review

Geneos Wealth Management sold out of MarineMax (HZO) in Q1 2022, closing a stake of 700 shares — an estimated $41K sold.

Geneos Wealth Management first reported a position in HZO in Q3 2020 and held it in 6 quarters. The position peaked at $65K in Q1 2021. 227 funds tracked by Wall St. Rank hold HZO as of Q1 2022.

  • Geneos Wealth Management reported no remaining MarineMax position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 700 MarineMax shares in Q1 2022, an estimated $41K.
  • Geneos Wealth Management first reported a position in MarineMax in Q3 2020 and held it in 6 quarters.
  • Geneos Wealth Management's MarineMax position peaked at $65K in Q1 2021.
  • 227 funds tracked by Wall St. Rank held MarineMax as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.