Geneos Wealth Management’s Mitek Systems MITK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,000	Closed	-$7K	–	2444
2018 Q3	$7K	Hold	1,000	–	–	﹤0.01%	1971
2018 Q2	$8K	Hold	1,000	–	–	﹤0.01%	1790
2018 Q1	$7K	Sell	1,000 -1,000	-50%	-$8.14K	﹤0.01%	1770
2017 Q4	$17K	Buy	2,000 +1,000	+100%	+$9.12K	﹤0.01%	1455
2017 Q3	$9K	Hold	1,000	–	–	﹤0.01%	1609
2017 Q2	$8K	Hold	1,000	–	–	﹤0.01%	1602
2017 Q1	$6K	Hold	1,000	–	–	﹤0.01%	1647
2016 Q4	$6K	Buy	+1,000	New	+$6.53K	﹤0.01%	1584

Other funds holding MITK

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

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Geneos Wealth Management's MITK Position: Q4 2018 in Review

Geneos Wealth Management sold out of Mitek Systems (MITK) in Q4 2018, closing a stake of 1,000 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in MITK in Q4 2016 and held it in 8 quarters. The position peaked at $17K in Q4 2017. 116 funds tracked by Wall St. Rank hold MITK as of Q4 2018.

Geneos Wealth Management reported no remaining Mitek Systems position as of Q4 2018 after selling out during the quarter.
Geneos Wealth Management sold 1,000 Mitek Systems shares in Q4 2018, an estimated $7K.
Geneos Wealth Management first reported a position in Mitek Systems in Q4 2016 and held it in 8 quarters.
Geneos Wealth Management's Mitek Systems position peaked at $17K in Q4 2017.
116 funds tracked by Wall St. Rank held Mitek Systems as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.