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Geneos Wealth Management’s Miller Industries MLR Stock Holding History

Geneos Wealth Management’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-295
Closed -$7K – 2598
2020
Q1 		$7K Hold
295
– – ﹤0.01% 1939
2019
Q4 		$10K Buy
+295
New +$10.4K ﹤0.01% 1977

Other funds holding MLR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's MLR Position: Q2 2020 in Review

Geneos Wealth Management sold out of Miller Industries (MLR) in Q2 2020, closing a stake of 295 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in MLR in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 118 funds tracked by Wall St. Rank hold MLR as of Q2 2020.

  • Geneos Wealth Management reported no remaining Miller Industries position as of Q2 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 295 Miller Industries shares in Q2 2020, an estimated $7K.
  • Geneos Wealth Management first reported a position in Miller Industries in Q4 2019 and held it in 2 quarters.
  • Geneos Wealth Management's Miller Industries position peaked at $10K in Q4 2019.
  • 118 funds tracked by Wall St. Rank held Miller Industries as of Q2 2020.

Based on Geneos Wealth Management's 13F filing for Q2 2020, filed 7 Sep 2021.