GWM
MCBC

Geneos Wealth Management’s Macatawa Bank Corp MCBC Stock Holding History

Geneos Wealth Management’s Portfolio MCBC Stock Details MCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-326
Closed -$3K – 3164
2021
Q1 		$3K Buy
+326
New +$2.99K ﹤0.01% 2842

Other funds holding MCBC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Geneos Wealth Management sold out of Macatawa Bank Corp (MCBC) in Q2 2021, closing a stake of 326 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in MCBC in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 90 funds tracked by Wall St. Rank hold MCBC as of Q2 2021.

  • Geneos Wealth Management reported no remaining Macatawa Bank Corp position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 326 Macatawa Bank Corp shares in Q2 2021, an estimated $3K.
  • Geneos Wealth Management first reported a position in Macatawa Bank Corp in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Macatawa Bank Corp position peaked at $3K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held Macatawa Bank Corp as of Q2 2021.

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