GWM
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Geneos Wealth Management’s Marriott International MAR Stock Holding History

Geneos Wealth Management’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$753K Sell
2,301
-135
-6% -$44.4K 0.02% 578
2025
Q4 		$756K Buy
2,436
+104
+4% +$29.7K 0.02% 569
2025
Q3 		$607K Sell
2,332
-66
-3% -$17.7K 0.02% 600
2025
Q2 		$655K Sell
2,398
-2,322
-49% -$582K 0.02% 631
2025
Q1 		$1.15M Buy
4,720
+2,373
+101% +$645K 0.02% 630
2024
Q4 		$655K Hold
2,347
– – 0.02% 512
2024
Q3 		$583K Buy
2,347
+33
+1% +$7.68K 0.02% 521
2024
Q2 		$559K Hold
2,314
– – 0.02% 467
2024
Q1 		$584K Sell
2,314
-5
-0.2% -$1.21K 0.03% 456
2023
Q4 		$523K Buy
2,319
+6
+0.3% +$1.22K 0.03% 475
2023
Q3 		$455K Buy
2,313
+5
+0.2% +$993 0.02% 484
2023
Q2 		$424K Hold
2,308
– – 0.02% 492
2023
Q1 		$383K Buy
2,308
+500
+28% +$83.3K 0.02% 496
2022
Q4 		$269K Hold
1,808
– – 0.02% 564
2022
Q3 		$253K Sell
1,808
-107,187
-98% -$16.4M 0.02% 548
2022
Q2 		$15.2M Hold
108,995
– – 0.75% 22
2022
Q1 		$19.2M Sell
108,995
-502
-0.5% -$83.5K 0.82% 20
2021
Q4 		$18.1M Sell
109,497
-4
-0% -$629 0.69% 22
2021
Q3 		$17.1M Hold
109,501
– – 0.65% 31
2021
Q2 		$15.5M Sell
109,501
-180
-0.2% -$25.9K 0.6% 32
2021
Q1 		$16.3M Buy
109,681
+93
+0.1% +$12.7K 0.45% 48
2020
Q4 		$16.1M Sell
109,588
-140
-0.1% -$16K 0.65% 28
2020
Q3 		$10.2M Sell
109,728
-193
-0.2% -$18.2K 0.53% 35
2020
Q2 		$8.9M Buy
109,921
+203
+0.2% +$17.6K 0.49% 37
2020
Q1 		$8.65M Buy
109,718
+42
+0% +$5.22K 0.58% 30
2019
Q4 		$16.8M Buy
109,676
+101,582
+1,255% +$13.6M 0.89% 16
2019
Q3 		$977K Buy
8,094
+107
+1% +$14.2K 0.06% 279
2019
Q2 		$1.12M Sell
7,987
-235
-3% -$31.2K 0.07% 252
2019
Q1 		$1.03M Buy
8,222
+5
+0.1% +$588 0.07% 267
2018
Q4 		$881K Sell
8,217
-56
-0.7% -$6.43K 0.07% 267
2018
Q3 		$1.09M Sell
8,273
-353
-4% -$45K 0.07% 250
2018
Q2 		$1.09M Sell
8,626
-363
-4% -$49.3K 0.09% 209
2018
Q1 		$1.22M Buy
8,989
+3,469
+63% +$486K 0.11% 183
2017
Q4 		$749K Buy
5,520
+2
+0% +$246 0.07% 254
2017
Q3 		$608K Buy
5,518
+202
+4% +$20.8K 0.06% 270
2017
Q2 		$533K Buy
5,316
+22
+0.4% +$2.2K 0.05% 279
2017
Q1 		$498K Sell
5,294
-46
-0.9% -$4K 0.05% 279
2016
Q4 		$441K Sell
5,340
-12
-0.2% -$903 0.06% 274
2016
Q3 		$360K Sell
5,352
-3,717
-41% -$262K 0.05% 309
2016
Q2 		$614K Buy
9,069
+4,351
+92% +$292K 0.09% 211
2016
Q1 		$316K Buy
+4,718
New +$309K 0.05% 325

Other funds holding MAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geneos Wealth Management's MAR Position: Q1 2026 in Review

Geneos Wealth Management reduced its Marriott International (MAR) stake by 5.5% in Q1 2026, selling an estimated $44.4K and leaving 2,301 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #578.

Geneos Wealth Management first reported a position in MAR in Q1 2016 and has held it in 41 quarters since. The position peaked at $19.2M in Q1 2022. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Geneos Wealth Management held 2,301 shares of Marriott International worth $753K as of Q1 2026.
  • Geneos Wealth Management sold 135 Marriott International shares in Q1 2026, an estimated $44.4K.
  • Marriott International made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #578 holding.
  • Geneos Wealth Management first reported a position in Marriott International in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Marriott International position peaked at $19.2M in Q1 2022.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.