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Geneos Wealth Management’s Marathon Digital Holdings MARA Stock Holding History

Geneos Wealth Management’s Portfolio MARA Stock Details MARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.3K Sell
6,138
-364
-6% -$4.55K ﹤0.01% 1272
2026
Q1 		$53.1K Buy
6,502
+3,697
+132% +$33.5K ﹤0.01% 1399
2025
Q4 		$25.2K Buy
2,805
+800
+40% +$11.8K ﹤0.01% 1649
2025
Q3 		$36.6K Sell
2,005
-2,500
-55% -$42.1K ﹤0.01% 1494
2025
Q2 		$70.6K Buy
4,505
+471
+12% +$6.75K ﹤0.01% 1405
2025
Q1 		$46.4K Sell
4,034
-3,247
-45% -$51.6K ﹤0.01% 1515
2024
Q4 		$122K Buy
7,281
+3,915
+116% +$79.2K ﹤0.01% 998
2024
Q3 		$54.6K Buy
3,366
+2,716
+418% +$49.2K ﹤0.01% 1169
2024
Q2 		$12.9K Sell
650
-602
-48% -$11.4K ﹤0.01% 1476
2024
Q1 		$28.3K Sell
1,252
-2
-0.2% -$44 ﹤0.01% 1260
2023
Q4 		$29.5K Hold
1,254
– – ﹤0.01% 1235
2023
Q3 		$10.7K Buy
1,254
+500
+66% +$6.71K ﹤0.01% 1547
2023
Q2 		$10.4K Hold
754
– – ﹤0.01% 1570
2023
Q1 		$6.58K Hold
754
– – ﹤0.01% 1663
2022
Q4 		$2.58K Hold
754
– – ﹤0.01% 1845
2022
Q3 		$8K Sell
754
-1,810
-71% -$21.4K ﹤0.01% 1576
2022
Q2 		$14K Hold
2,564
– – ﹤0.01% 1837
2022
Q1 		$71K Buy
2,564
+672
+36% +$17.5K ﹤0.01% 1222
2021
Q4 		$62K Buy
1,892
+1,713
+957% +$82K ﹤0.01% 1379
2021
Q3 		$5K Sell
179
-111
-38% -$3.61K ﹤0.01% 2453
2021
Q2 		$8K Buy
290
+111
+62% +$3.52K ﹤0.01% 2285
2021
Q1 		$6K Hold
179
– – ﹤0.01% 2600
2020
Q4 		$8K Buy
+179
New +$826 ﹤0.01% 2307

Other funds holding MARA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geneos Wealth Management's MARA Position: Q2 2026 in Review

Geneos Wealth Management reduced its Marathon Digital Holdings (MARA) stake by 5.6% in Q2 2026, selling an estimated $4.55K and leaving 6,138 shares worth $85.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Geneos Wealth Management first reported a position in MARA in Q4 2020 and has held it in 23 quarters since. The position peaked at $122K in Q4 2024. 413 funds tracked by Wall St. Rank hold MARA as of Q2 2026.

  • Geneos Wealth Management held 6,138 shares of Marathon Digital Holdings worth $85.3K as of Q2 2026.
  • Geneos Wealth Management sold 364 Marathon Digital Holdings shares in Q2 2026, an estimated $4.55K.
  • Marathon Digital Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1272 holding.
  • Geneos Wealth Management first reported a position in Marathon Digital Holdings in Q4 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's Marathon Digital Holdings position peaked at $122K in Q4 2024.
  • 413 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.