GWM
MASI

Geneos Wealth Management’s Masimo MASI Stock Holding History

Geneos Wealth Management’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-40
Closed -$6.73K – 2893
2025
Q2 		$6.73K Sell
40
-58
-59% -$9.26K ﹤0.01% 2475
2025
Q1 		$16.3K Buy
98
+72
+277% +$12.5K ﹤0.01% 2414
2024
Q4 		$4.3K Buy
26
+14
+117% +$2.21K ﹤0.01% 2388
2024
Q3 		$1.6K Buy
+12
New +$1.39K ﹤0.01% 2346
2022
Q3 		– Sell
-25
Closed -$3K – 2344
2022
Q2 		$3K Hold
25
– – ﹤0.01% 2319
2022
Q1 		$3K Hold
25
– – ﹤0.01% 2473
2021
Q4 		$7K Hold
25
– – ﹤0.01% 2304
2021
Q3 		$6K Hold
25
– – ﹤0.01% 2395
2021
Q2 		$6K Sell
25
-100
-80% -$22.8K ﹤0.01% 2391
2021
Q1 		$29K Sell
125
-100
-44% -$25.1K ﹤0.01% 1893
2020
Q4 		$51K Buy
225
+140
+165% +$34.9K ﹤0.01% 1452
2020
Q3 		$19K Hold
85
– – ﹤0.01% 1674
2020
Q2 		$18K Sell
85
-85
-50% -$18.7K ﹤0.01% 1665
2020
Q1 		$30K Sell
170
-58
-25% -$9.95K ﹤0.01% 1342
2019
Q4 		$36K Buy
228
+25
+12% +$3.76K ﹤0.01% 1424
2019
Q3 		$29K Sell
203
-40
-16% -$6.08K ﹤0.01% 1443
2019
Q2 		$36K Hold
243
– – ﹤0.01% 1354
2019
Q1 		$33K Hold
243
– – ﹤0.01% 1348
2018
Q4 		$25K Sell
243
-50
-17% -$5.58K ﹤0.01% 1405
2018
Q3 		$36K Buy
+293
New +$32.5K ﹤0.01% 1324

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Geneos Wealth Management's MASI Position: Q3 2025 in Review

Geneos Wealth Management sold out of Masimo (MASI) in Q3 2025, closing a stake of 40 shares — an estimated $6.73K sold.

Geneos Wealth Management first reported a position in MASI in Q3 2018 and held it in 20 quarters. The position peaked at $51K in Q4 2020. 358 funds tracked by Wall St. Rank hold MASI as of Q3 2025.

  • Geneos Wealth Management reported no remaining Masimo position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 40 Masimo shares in Q3 2025, an estimated $6.73K.
  • Geneos Wealth Management first reported a position in Masimo in Q3 2018 and held it in 20 quarters.
  • Geneos Wealth Management's Masimo position peaked at $51K in Q4 2020.
  • 358 funds tracked by Wall St. Rank held Masimo as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.