Geneos Wealth Management’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30
| Closed | -$920 | – | 3189 |
|
|
2025
Q1 | $920 | Buy |
30
+15
| +100% | +$460 | ﹤0.01% | 3053 |
|
|
2024
Q4 | $564 | Hold |
15
| – | – | ﹤0.01% | 2870 |
|
|
2024
Q3 | $582 | Hold |
15
| – | – | ﹤0.01% | 2532 |
|
|
2024
Q2 | $526 | Hold |
15
| – | – | ﹤0.01% | 2050 |
|
|
2024
Q1 | $649 | Sell |
15
-100
| -87% | -$4.33K | ﹤0.01% | 2097 |
|
|
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% | +$5.87K | ﹤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% | – | ﹤0.01% | 2346 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2511 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2668 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2690 |
|
|
2021
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2765 |
|