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Geneos Wealth Management’s Mercantile Bank Corp MBWM Stock Holding History

Geneos Wealth Management’s Portfolio MBWM Stock Details MBWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-677
Closed -$21K – 3006
2021
Q1 		$21K Buy
+677
New +$20.4K ﹤0.01% 2059

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Geneos Wealth Management's MBWM Position: Q2 2021 in Review

Geneos Wealth Management sold out of Mercantile Bank Corp (MBWM) in Q2 2021, closing a stake of 677 shares — an estimated $21K sold.

Geneos Wealth Management first reported a position in MBWM in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 112 funds tracked by Wall St. Rank hold MBWM as of Q2 2021.

  • Geneos Wealth Management reported no remaining Mercantile Bank Corp position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 677 Mercantile Bank Corp shares in Q2 2021, an estimated $21K.
  • Geneos Wealth Management first reported a position in Mercantile Bank Corp in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Mercantile Bank Corp position peaked at $21K in Q1 2021.
  • 112 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.