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Geneos Wealth Management’s Malibu Boats MBUU Stock Holding History

Geneos Wealth Management’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30
Closed -$920 – 3188
2025
Q1 		$920 Buy
30
+15
+100% +$517 ﹤0.01% 3053
2024
Q4 		$564 Hold
15
– – ﹤0.01% 2870
2024
Q3 		$582 Hold
15
– – ﹤0.01% 2533
2024
Q2 		$526 Hold
15
– – ﹤0.01% 2050
2024
Q1 		$649 Sell
15
-100
-87% -$4.58K ﹤0.01% 2098
2023
Q4 		$6.3K Hold
115
– – ﹤0.01% 1668
2023
Q3 		$5.64K Hold
115
– – ﹤0.01% 1709
2023
Q2 		$6.75K Buy
115
+100
+667% +$5.61K ﹤0.01% 1667
2023
Q1 		$847 Hold
15
– – ﹤0.01% 2009
2022
Q4 		$800 Hold
15
– – ﹤0.01% 1988
2022
Q3 		$0 Sell
15
-10
-40% -$590 ﹤0.01% 2347
2022
Q2 		$1K Hold
25
– – ﹤0.01% 2512
2022
Q1 		$1K Hold
25
– – ﹤0.01% 2669
2021
Q4 		$1K Hold
25
– – ﹤0.01% 2690
2021
Q3 		$1K Buy
+25
New +$1.88K ﹤0.01% 2765

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

Geneos Wealth Management's MBUU Position: Q2 2025 in Review

Geneos Wealth Management sold out of Malibu Boats (MBUU) in Q2 2025, closing a stake of 30 shares — an estimated $920 sold.

Geneos Wealth Management first reported a position in MBUU in Q3 2021 and held it in 15 quarters. The position peaked at $6.75K in Q2 2023. 147 funds tracked by Wall St. Rank hold MBUU as of Q2 2025.

  • Geneos Wealth Management reported no remaining Malibu Boats position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 30 Malibu Boats shares in Q2 2025, an estimated $920.
  • Geneos Wealth Management first reported a position in Malibu Boats in Q3 2021 and held it in 15 quarters.
  • Geneos Wealth Management's Malibu Boats position peaked at $6.75K in Q2 2023.
  • 147 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.