Geneos Wealth Management’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Geneos Wealth Management’s Portfolio LSXMK Stock Details LSXMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-103	Closed	-$2K	–	2659
2022 Q2	$2K	Hold	103	–	–	﹤0.01%	2445
2022 Q1	$3K	Hold	103	–	–	﹤0.01%	2507
2021 Q4	$4K	Hold	103	–	–	﹤0.01%	2497
2021 Q3	$3K	Hold	103	–	–	﹤0.01%	2608
2021 Q2	$3K	Sell	103 -128	-55%	-$4.41K	﹤0.01%	2612
2021 Q1	$8K	Buy	231 +28	+14%	+$940	﹤0.01%	2506
2020 Q4	$3K	Buy	203 +100	+97%	+$3.05K	﹤0.01%	2657
2020 Q3	$2K	Hold	103	–	–	﹤0.01%	2463
2020 Q2	$2K	Sell	103 -2	-2%	-$51	﹤0.01%	2400
2020 Q1	$2K	Hold	105	–	–	﹤0.01%	2312
2019 Q4	$3K	Hold	105	–	–	﹤0.01%	2335
2019 Q3	$3K	Hold	105	–	–	﹤0.01%	2265
2019 Q2	$3K	Sell	105 -87	-45%	-$2.55K	﹤0.01%	2271
2019 Q1	$5K	Hold	192	–	–	﹤0.01%	2065
2018 Q4	$5K	Buy	192 +87	+83%	+$2.65K	﹤0.01%	2009
2018 Q3	$3K	Hold	105	–	–	﹤0.01%	2220
2018 Q2	$3K	Hold	105	–	–	﹤0.01%	2069
2018 Q1	$3K	Hold	105	–	–	﹤0.01%	1987
2017 Q4	$3K	Hold	105	–	–	﹤0.01%	1974
2017 Q3	$3K	Hold	105	–	–	﹤0.01%	1925
2017 Q2	$3K	Hold	105	–	–	﹤0.01%	1879
2017 Q1	$3K	Hold	105	–	–	﹤0.01%	1837
2016 Q4	$2K	Hold	105	–	–	﹤0.01%	1906
2016 Q3	$2K	Hold	105	–	–	﹤0.01%	1825
2016 Q2	$2K	Buy	+105	New	+$2.51K	﹤0.01%	1711

Other funds holding LSXMK

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Geneos Wealth Management's LSXMK Position: Q3 2022 in Review

Geneos Wealth Management sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2022, closing a stake of 103 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in LSXMK in Q2 2016 and held it in 25 quarters. The position peaked at $8K in Q1 2021. 431 funds tracked by Wall St. Rank hold LSXMK as of Q3 2022.

Geneos Wealth Management reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 103 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2022, an estimated $2K.
Geneos Wealth Management first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2016 and held it in 25 quarters.
Geneos Wealth Management's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $8K in Q1 2021.
431 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.