Geneos Wealth Management’s Middleby MIDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-161	Closed	-$23.2K	–	2902
2025 Q2	$23.2K	Buy	161 +5	+3%	+$704	﹤0.01%	1962
2025 Q1	$23.7K	Buy	+156	New	+$24.5K	﹤0.01%	1871
2024 Q4	–	Sell	-7	Closed	-$974	–	2935
2024 Q3	$974	Buy	+7	New	+$940	﹤0.01%	2452
2019 Q2	–	Sell	-27	Closed	-$3K	–	2513
2019 Q1	$3K	Hold	27	–	–	﹤0.01%	2165
2018 Q4	$2K	Hold	27	–	–	﹤0.01%	2211
2018 Q3	$3K	Hold	27	–	–	﹤0.01%	2194
2018 Q2	$2K	Sell	27 -33	-55%	-$3.73K	﹤0.01%	2119
2018 Q1	$7K	Hold	60	–	–	﹤0.01%	1769
2017 Q4	$8K	Hold	60	–	–	﹤0.01%	1707
2017 Q3	$7K	Hold	60	–	–	﹤0.01%	1683
2017 Q2	$7K	Hold	60	–	–	﹤0.01%	1642
2017 Q1	$8K	Hold	60	–	–	﹤0.01%	1560
2016 Q4	$7K	Hold	60	–	–	﹤0.01%	1538
2016 Q3	$7K	Hold	60	–	–	﹤0.01%	1484
2016 Q2	$6K	Hold	60	–	–	﹤0.01%	1467
2016 Q1	$6K	Buy	+60	New	+$5.64K	﹤0.01%	1444

Other funds holding MIDD

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GIM

Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Geneos Wealth Management's MIDD Position: Q3 2025 in Review

Geneos Wealth Management sold out of Middleby (MIDD) in Q3 2025, closing a stake of 161 shares — an estimated $23.2K sold.

Geneos Wealth Management first reported a position in MIDD in Q1 2016 and held it in 16 quarters. The position peaked at $23.7K in Q1 2025. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

Geneos Wealth Management reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 161 Middleby shares in Q3 2025, an estimated $23.2K.
Geneos Wealth Management first reported a position in Middleby in Q1 2016 and held it in 16 quarters.
Geneos Wealth Management's Middleby position peaked at $23.7K in Q1 2025.
425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.