Geneos Wealth Management’s Mohawk Industries MHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-18	Closed	-$3K	–	2876
2021 Q2	$3K	Buy	18 +11	+157%	+$2.24K	﹤0.01%	2582
2021 Q1	$1K	Sell	7 -13	-65%	-$2.17K	﹤0.01%	3035
2020 Q4	$3K	Sell	20 -106	-84%	-$12.8K	﹤0.01%	2625
2020 Q3	$11K	Hold	126	–	–	﹤0.01%	1919
2020 Q2	$12K	Hold	126	–	–	﹤0.01%	1839
2020 Q1	$9K	Hold	126	–	–	﹤0.01%	1858
2019 Q4	$16K	Hold	126	–	–	﹤0.01%	1786
2019 Q3	$15K	Hold	126	–	–	﹤0.01%	1733
2019 Q2	$18K	Hold	126	–	–	﹤0.01%	1682
2019 Q1	$15K	Hold	126	–	–	﹤0.01%	1697
2018 Q4	$14K	Sell	126 -43	-25%	-$5.74K	﹤0.01%	1667
2018 Q3	$29K	Buy	+169	New	+$33.1K	﹤0.01%	1422
2017 Q1	–	Sell	-30	Closed	-$5K	–	2109
2016 Q4	$5K	Hold	30	–	–	﹤0.01%	1631
2016 Q3	$6K	Buy	+30	New	+$6.17K	﹤0.01%	1515

Other funds holding MHK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Geneos Wealth Management's MHK Position: Q3 2021 in Review

Geneos Wealth Management sold out of Mohawk Industries (MHK) in Q3 2021, closing a stake of 18 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in MHK in Q3 2016 and held it in 14 quarters. The position peaked at $29K in Q3 2018. 493 funds tracked by Wall St. Rank hold MHK as of Q3 2021.

Geneos Wealth Management reported no remaining Mohawk Industries position as of Q3 2021 after selling out during the quarter.
Geneos Wealth Management sold 18 Mohawk Industries shares in Q3 2021, an estimated $3K.
Geneos Wealth Management first reported a position in Mohawk Industries in Q3 2016 and held it in 14 quarters.
Geneos Wealth Management's Mohawk Industries position peaked at $29K in Q3 2018.
493 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.