GWM
LSXMA

Geneos Wealth Management’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Geneos Wealth Management’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,021
Closed -$24.6K – 2152
2023
Q2 		$24.6K Hold
1,021
– – ﹤0.01% 1305
2023
Q1 		$21.1K Hold
1,021
– – ﹤0.01% 1331
2022
Q4 		$29.5K Hold
1,021
– – ﹤0.01% 1226
2022
Q3 		$28K Sell
1,021
-54
-5% -$1.6K ﹤0.01% 1222
2022
Q2 		$29K Hold
1,075
– – ﹤0.01% 1519
2022
Q1 		$36K Hold
1,075
– – ﹤0.01% 1526
2021
Q4 		$40K Hold
1,075
– – ﹤0.01% 1583
2021
Q3 		$37K Hold
1,075
– – ﹤0.01% 1642
2021
Q2 		$36K Sell
1,075
-68
-6% -$2.23K ﹤0.01% 1637
2021
Q1 		$37K Buy
1,143
+37
+3% +$1.19K ﹤0.01% 1790
2020
Q4 		$35K Buy
1,106
+31
+3% +$896 ﹤0.01% 1634
2020
Q3 		$25K Hold
1,075
– – ﹤0.01% 1560
2020
Q2 		$25K Sell
1,075
-365
-25% -$8.93K ﹤0.01% 1528
2020
Q1 		$32K Hold
1,440
– – ﹤0.01% 1314
2019
Q4 		$50K Hold
1,440
– – ﹤0.01% 1259
2019
Q3 		$43K Hold
1,440
– – ﹤0.01% 1270
2019
Q2 		$39K Sell
1,440
-27
-2% -$747 ﹤0.01% 1324
2019
Q1 		$40K Buy
1,467
+1,384
+1,667% +$39.5K ﹤0.01% 1257
2018
Q4 		$2K Sell
83
-249
-75% -$7.18K ﹤0.01% 2251
2018
Q3 		$10K Buy
332
+277
+504% +$9.29K ﹤0.01% 1857
2018
Q2 		$1K Hold
55
– – ﹤0.01% 2235
2018
Q1 		$1K Hold
55
– – ﹤0.01% 2143
2017
Q4 		$1K Hold
55
– – ﹤0.01% 2145
2017
Q3 		$1K Hold
55
– – ﹤0.01% 2096
2017
Q2 		$1K Sell
55
-27
-33% -$771 ﹤0.01% 2046
2017
Q1 		$2K Hold
82
– – ﹤0.01% 1939
2016
Q4 		$2K Hold
82
– – ﹤0.01% 1907
2016
Q3 		$2K Buy
82
+27
+49% +$656 ﹤0.01% 1826
2016
Q2 		$1K Buy
+55
New +$1.26K ﹤0.01% 1784

Other funds holding LSXMA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Geneos Wealth Management's LSXMA Position: Q3 2023 in Review

Geneos Wealth Management sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q3 2023, closing a stake of 1,021 shares — an estimated $24.6K sold.

Geneos Wealth Management first reported a position in LSXMA in Q2 2016 and held it in 29 quarters. The position peaked at $50K in Q4 2019. 274 funds tracked by Wall St. Rank hold LSXMA as of Q3 2023.

  • Geneos Wealth Management reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q3 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 1,021 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q3 2023, an estimated $24.6K.
  • Geneos Wealth Management first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q2 2016 and held it in 29 quarters.
  • Geneos Wealth Management's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $50K in Q4 2019.
  • 274 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q3 2023.

Based on Geneos Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.