GWM
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Geneos Wealth Management’s Mercury Insurance MCY Stock Holding History

Geneos Wealth Management’s Portfolio MCY Stock Details MCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-350
Closed -$15K – 2348
2022
Q2 		$15K Hold
350
– – ﹤0.01% 1811
2022
Q1 		$19K Hold
350
– – ﹤0.01% 1829
2021
Q4 		$18K Hold
350
– – ﹤0.01% 1941
2021
Q3 		$19K Hold
350
– – ﹤0.01% 1942
2021
Q2 		$23K Sell
350
-1,000
-74% -$63.4K ﹤0.01% 1848
2021
Q1 		$84K Hold
1,350
– – ﹤0.01% 1378
2020
Q4 		$82K Buy
1,350
+1,000
+286% +$44.7K ﹤0.01% 1217
2020
Q3 		$14K Hold
350
– – ﹤0.01% 1829
2020
Q2 		$13K Sell
350
-750
-68% -$30.1K ﹤0.01% 1805
2020
Q1 		$42K Hold
1,100
– – ﹤0.01% 1195
2019
Q4 		$53K Hold
1,100
– – ﹤0.01% 1219
2019
Q3 		$61K Hold
1,100
– – ﹤0.01% 1086
2019
Q2 		$68K Hold
1,100
– – ﹤0.01% 1055
2019
Q1 		$55K Buy
1,100
+750
+214% +$38.9K ﹤0.01% 1092
2018
Q4 		$17K Hold
350
– – ﹤0.01% 1569
2018
Q3 		$17K Hold
350
– – ﹤0.01% 1653
2018
Q2 		$15K Hold
350
– – ﹤0.01% 1568
2018
Q1 		$16K Sell
350
-248
-41% -$11.8K ﹤0.01% 1482
2017
Q4 		$31K Buy
598
+3
+0.5% +$165 ﹤0.01% 1220
2017
Q3 		$33K Buy
595
+3
+0.5% +$170 ﹤0.01% 1132
2017
Q2 		$32K Buy
592
+3
+0.5% +$170 ﹤0.01% 1101
2017
Q1 		$35K Buy
589
+2
+0.3% +$119 ﹤0.01% 1025
2016
Q4 		$35K Buy
587
+2
+0.3% +$114 ﹤0.01% 966
2016
Q3 		$32K Buy
585
+3
+0.5% +$162 ﹤0.01% 964
2016
Q2 		$30K Buy
582
+3
+0.5% +$158 ﹤0.01% 986
2016
Q1 		$32K Buy
+579
New +$28.9K ﹤0.01% 946

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's MCY Position: Q3 2022 in Review

Geneos Wealth Management sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 350 shares — an estimated $15K sold.

Geneos Wealth Management first reported a position in MCY in Q1 2016 and held it in 26 quarters. The position peaked at $84K in Q1 2021. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

  • Geneos Wealth Management reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 350 Mercury Insurance shares in Q3 2022, an estimated $15K.
  • Geneos Wealth Management first reported a position in Mercury Insurance in Q1 2016 and held it in 26 quarters.
  • Geneos Wealth Management's Mercury Insurance position peaked at $84K in Q1 2021.
  • 204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.