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	$47.4K	Buy	+156	New	+$24.5K	﹤0.01%	1950
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 $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

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

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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