Geneos Wealth Management’s Martin Midstream Partners MMLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-200	Closed	-$1K	–	2523
2019 Q2	$1K	Hold	200	–	–	﹤0.01%	2420
2019 Q1	$2K	Hold	200	–	–	﹤0.01%	2245
2018 Q4	$2K	Hold	200	–	–	﹤0.01%	2212
2018 Q3	$2K	Hold	200	–	–	﹤0.01%	2265
2018 Q2	$2K	Hold	200	–	–	﹤0.01%	2120
2018 Q1	$2K	Hold	200	–	–	﹤0.01%	2044
2017 Q4	$2K	Hold	200	–	–	﹤0.01%	2033
2017 Q3	$3K	Sell	200 -405	-67%	-$7.14K	﹤0.01%	1901
2017 Q2	$10K	Buy	+605	New	+$11.3K	﹤0.01%	1540
2016 Q3	–	Sell	-1,600	Closed	-$38K	–	1983
2016 Q2	$38K	Hold	1,600	–	–	0.01%	902
2016 Q1	$32K	Buy	+1,600	New	+$27.7K	﹤0.01%	947

Other funds holding MMLP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Geneos Wealth Management's MMLP Position: Q3 2019 in Review

Geneos Wealth Management sold out of Martin Midstream Partners (MMLP) in Q3 2019, closing a stake of 200 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in MMLP in Q1 2016 and held it in 11 quarters. The position peaked at $38K in Q2 2016. 47 funds tracked by Wall St. Rank hold MMLP as of Q3 2019.

Geneos Wealth Management reported no remaining Martin Midstream Partners position as of Q3 2019 after selling out during the quarter.
Geneos Wealth Management sold 200 Martin Midstream Partners shares in Q3 2019, an estimated $1K.
Geneos Wealth Management first reported a position in Martin Midstream Partners in Q1 2016 and held it in 11 quarters.
Geneos Wealth Management's Martin Midstream Partners position peaked at $38K in Q2 2016.
47 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q3 2019.

Based on Geneos Wealth Management's 13F filing for Q3 2019, filed 7 Sep 2021.