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Geneos Wealth Management’s Mueller Industries MLI Stock Holding History

Geneos Wealth Management’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-342
Closed -$13.6K – 2904
2025
Q2 		$13.6K Sell
342
-604
-64% -$22.8K ﹤0.01% 2198
2025
Q1 		$36K Buy
946
+648
+217% +$25.9K ﹤0.01% 2080
2024
Q4 		$11.8K Buy
298
+6
+2% +$244 ﹤0.01% 1986
2024
Q3 		$10.8K Buy
+292
New +$9.78K ﹤0.01% 1815

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Geneos Wealth Management sold out of Mueller Industries (MLI) in Q3 2025, closing a stake of 342 shares — an estimated $13.6K sold.

Geneos Wealth Management first reported a position in MLI in Q3 2024 and held it in 4 quarters. The position peaked at $36K in Q1 2025. 628 funds tracked by Wall St. Rank hold MLI as of Q3 2025.

  • Geneos Wealth Management reported no remaining Mueller Industries position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 342 Mueller Industries shares in Q3 2025, an estimated $13.6K.
  • Geneos Wealth Management first reported a position in Mueller Industries in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Mueller Industries position peaked at $36K in Q1 2025.
  • 628 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2025.

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