Geneos Wealth Management’s Moelis & Co MC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$517K	Sell	7,910 -3,250	-29%	-$213K	0.01%	723
2026 Q1	$636K	Hold	11,160	–	–	0.01%	625
2025 Q4	$767K	Hold	11,160	–	–	0.02%	565
2025 Q3	$796K	Sell	11,160 -142	-1%	-$10.1K	0.02%	545
2025 Q2	$704K	Buy	11,302 +11,220	+13,683%	+$630K	0.02%	615
2025 Q1	$4.79K	Buy	82 +4	+5%	+$282	﹤0.01%	2526
2024 Q4	$5.76K	Buy	78 +38	+95%	+$2.75K	﹤0.01%	2283
2024 Q3	$2.74K	Buy	+40	New	+$2.58K	﹤0.01%	2227
2022 Q1	–	Sell	-5,050	Closed	-$315K	–	2889
2021 Q4	$315K	Hold	5,050	–	–	0.01%	719
2021 Q3	$327K	Sell	5,050 -850	-14%	-$50.9K	0.01%	682
2021 Q2	$337K	Hold	5,900	–	–	0.01%	659
2021 Q1	$320K	Buy	5,900 +500	+9%	+$26.8K	0.01%	771
2020 Q4	$302K	Buy	5,400 +1,000	+23%	+$40.2K	0.01%	674
2020 Q3	$144K	Buy	4,400 +400	+10%	+$12.6K	0.01%	797
2020 Q2	$120K	Buy	+4,000	New	+$126K	0.01%	834

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geneos Wealth Management's MC Position: Q2 2026 in Review

Geneos Wealth Management reduced its Moelis & Co (MC) stake by 29% in Q2 2026, selling an estimated $213K and leaving 7,910 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #723.

Geneos Wealth Management first reported a position in MC in Q2 2020 and has held it in 15 quarters since. The position peaked at $796K in Q3 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Geneos Wealth Management held 7,910 shares of Moelis & Co worth $517K as of Q2 2026.
Geneos Wealth Management sold 3,250 Moelis & Co shares in Q2 2026, an estimated $213K.
Moelis & Co made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #723 holding.
Geneos Wealth Management first reported a position in Moelis & Co in Q2 2020 and has held it in 15 quarters since.
Geneos Wealth Management's Moelis & Co position peaked at $796K in Q3 2025.
396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.