Geneos Wealth Management’s Maxeon Solar Technologies MAXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1	Closed	-$746	–	2189
2023 Q4	$746	Hold	1	–	–	﹤0.01%	2054
2023 Q3	$1.21K	Hold	1	–	–	﹤0.01%	2006
2023 Q2	$2.93K	Hold	1	–	–	﹤0.01%	1864
2023 Q1	$2.76K	Buy	+1	New	+$2.13K	﹤0.01%	1848
2022 Q4	–	Hold	0	–	–	–	2000
2022 Q3	–	Sell	-1	Closed	-$1.85K	–	2346
2022 Q2	$1K	Hold	1	–	–	﹤0.01%	2511
2022 Q1	$1K	Sell	1 -1	-50%	-$1.15K	﹤0.01%	2668
2021 Q4	$2K	Hold	2	–	–	﹤0.01%	2588
2021 Q3	$3K	Hold	2	–	–	﹤0.01%	2577
2021 Q2	$3K	Hold	2	–	–	﹤0.01%	2581
2021 Q1	$3K	Hold	2	–	–	﹤0.01%	2807
2020 Q4	$5K	Hold	2	–	–	﹤0.01%	2482
2020 Q3	$2K	Buy	+2	New	+$3.49K	﹤0.01%	2422

Other funds holding MAXN

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

MAM

Maytree Asset Management Hong Kong $141M AUM 114% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geneos Wealth Management's MAXN Position: Q1 2024 in Review

Geneos Wealth Management sold out of Maxeon Solar Technologies (MAXN) in Q1 2024, closing a stake of 1 share — an estimated $746 sold.

Geneos Wealth Management first reported a position in MAXN in Q3 2020 and held it in 12 quarters. The position peaked at $5K in Q4 2020. 108 funds tracked by Wall St. Rank hold MAXN as of Q1 2024.

Geneos Wealth Management reported no remaining Maxeon Solar Technologies position as of Q1 2024 after selling out during the quarter.
Geneos Wealth Management sold 1 Maxeon Solar Technologies share in Q1 2024, an estimated $746.
Geneos Wealth Management first reported a position in Maxeon Solar Technologies in Q3 2020 and held it in 12 quarters.
Geneos Wealth Management's Maxeon Solar Technologies position peaked at $5K in Q4 2020.
108 funds tracked by Wall St. Rank held Maxeon Solar Technologies as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.