Geneos Wealth Management’s Markel Group MKL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$222K	Sell	111 -83	-43%	-$166K	0.01%	954
2025 Q1	$363K	Buy	194 +117	+152%	+$219K	0.01%	1014
2024 Q4	$133K	Hold	77	–	–	﹤0.01%	973
2024 Q3	$121K	Buy	77 +1	+1%	+$1.57K	﹤0.01%	906
2024 Q2	$120K	Hold	76	–	–	0.01%	824
2024 Q1	$116K	Buy	76 +23	+43%	+$35K	0.01%	817
2023 Q4	$75.3K	Hold	53	–	–	﹤0.01%	930
2023 Q3	$78K	Buy	53 +11	+26%	+$16.2K	﹤0.01%	945
2023 Q2	$58.1K	Hold	42	–	–	﹤0.01%	1034
2023 Q1	$53.7K	Hold	42	–	–	﹤0.01%	1052
2022 Q4	$55.3K	Buy	42 +4	+11%	+$5.27K	﹤0.01%	1021
2022 Q3	$41K	Sell	38 -6	-14%	-$6.47K	﹤0.01%	1087
2022 Q2	$58K	Hold	44	–	–	﹤0.01%	1223
2022 Q1	$64K	Sell	44 -1	-2%	-$1.46K	﹤0.01%	1267
2021 Q4	$55K	Hold	45	–	–	﹤0.01%	1438
2021 Q3	$54K	Hold	45	–	–	﹤0.01%	1453
2021 Q2	$54K	Sell	45 -5	-10%	-$6K	﹤0.01%	1441
2021 Q1	$58K	Hold	50	–	–	﹤0.01%	1549
2020 Q4	$57K	Sell	50 -10	-17%	-$11.4K	﹤0.01%	1397
2020 Q3	$56K	Hold	60	–	–	﹤0.01%	1202
2020 Q2	$52K	Hold	60	–	–	﹤0.01%	1197
2020 Q1	$53K	Sell	60 -148	-71%	-$131K	﹤0.01%	1089
2019 Q4	$233K	Buy	208 +10	+5%	+$11.2K	0.01%	649
2019 Q3	$234K	Buy	198 +2	+1%	+$2.36K	0.01%	601
2019 Q2	$213K	Hold	196	–	–	0.01%	650
2019 Q1	$195K	Buy	196 +5	+3%	+$4.97K	0.01%	646
2018 Q4	$193K	Buy	191 +90	+89%	+$90.9K	0.01%	614
2018 Q3	$120K	Hold	101	–	–	0.01%	819
2018 Q2	$109K	Hold	101	–	–	0.01%	762
2018 Q1	$118K	Hold	101	–	–	0.01%	694
2017 Q4	$115K	Buy	101 +6	+6%	+$6.83K	0.01%	700
2017 Q3	$101K	Hold	95	–	–	0.01%	695
2017 Q2	$92K	Buy	95 +24	+34%	+$23.2K	0.01%	708
2017 Q1	$69K	Hold	71	–	–	0.01%	778
2016 Q4	$64K	Sell	71 -17	-19%	-$15.3K	0.01%	744
2016 Q3	$81K	Hold	88	–	–	0.01%	650
2016 Q2	$82K	Hold	88	–	–	0.01%	644
2016 Q1	$79K	Buy	+88	New	+$79K	0.01%	651