Geneos Wealth Management’s Medifast MED Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-47	Closed	-$7K	–	2953
2020 Q3	$7K	Buy	+47	New	+$7.74K	﹤0.01%	2073

Other funds holding MED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's MED Position: Q4 2020 in Review

Geneos Wealth Management sold out of Medifast (MED) in Q4 2020, closing a stake of 47 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in MED in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 261 funds tracked by Wall St. Rank hold MED as of Q4 2020.

Geneos Wealth Management reported no remaining Medifast position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 47 Medifast shares in Q4 2020, an estimated $7K.
Geneos Wealth Management first reported a position in Medifast in Q3 2020 and held it in 1 quarter.
Geneos Wealth Management's Medifast position peaked at $7K in Q3 2020.
261 funds tracked by Wall St. Rank held Medifast as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.