Geneos Wealth Management’s Marcus & Millichap MMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10	Closed	–	–	2707
2022 Q1	$0	Buy	+10	New	+$479	﹤0.01%	2896

Other funds holding MMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geneos Wealth Management's MMI Position: Q2 2022 in Review

Geneos Wealth Management sold out of Marcus & Millichap (MMI) in Q2 2022, closing a stake of 10 shares.

Geneos Wealth Management first reported a position in MMI in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 190 funds tracked by Wall St. Rank hold MMI as of Q2 2022.

Geneos Wealth Management reported no remaining Marcus & Millichap position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 10 Marcus & Millichap shares in Q2 2022.
Geneos Wealth Management first reported a position in Marcus & Millichap in Q1 2022 and held it in 1 quarter.
Geneos Wealth Management's Marcus & Millichap position peaked at $0 in Q1 2022.
190 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.