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Geneos Wealth Management’s Maximus MMS Stock Holding History

Geneos Wealth Management’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$538 Hold
10
– – ﹤0.01% 2469
2026
Q1 		$641 Hold
10
– – ﹤0.01% 2450
2025
Q4 		$863 Hold
10
– – ﹤0.01% 2421
2025
Q3 		$914 Sell
10
-139
-93% -$11.3K ﹤0.01% 2414
2025
Q2 		$10.5K Buy
149
+31
+26% +$2.18K ﹤0.01% 2312
2025
Q1 		$8.05K Buy
118
+57
+93% +$4.06K ﹤0.01% 2347
2024
Q4 		$4.55K Hold
61
– – ﹤0.01% 2370
2024
Q3 		$5.68K Buy
61
+51
+510% +$4.56K ﹤0.01% 2034
2024
Q2 		$857 Hold
10
– – ﹤0.01% 2004
2024
Q1 		$839 Hold
10
– – ﹤0.01% 2061
2023
Q4 		$839 Buy
+10
New +$798 ﹤0.01% 2036
2022
Q1 		– Sell
-14
Closed -$1K – 2897
2021
Q4 		$1K Sell
14
-178
-93% -$14.5K ﹤0.01% 2692
2021
Q3 		$16K Buy
+192
New +$16.4K ﹤0.01% 2033
2017
Q1 		– Sell
-62
Closed -$3K – 2110
2016
Q4 		$3K Hold
62
– – ﹤0.01% 1773
2016
Q3 		$3K Buy
+62
New +$3.61K ﹤0.01% 1706

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Geneos Wealth Management's MMS Position: Q2 2026 in Review

Geneos Wealth Management held its Maximus (MMS) position steady in Q2 2026 at 10 shares worth $538. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Geneos Wealth Management first reported a position in MMS in Q3 2016 and has held it in 15 quarters since. The position peaked at $16K in Q3 2021. 351 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Geneos Wealth Management held 10 shares of Maximus worth $538 as of Q2 2026.
  • Geneos Wealth Management left its Maximus share count unchanged in Q2 2026.
  • Maximus made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2469 holding.
  • Geneos Wealth Management first reported a position in Maximus in Q3 2016 and has held it in 15 quarters since.
  • Geneos Wealth Management's Maximus position peaked at $16K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.