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Geneos Wealth Management’s Mach Natural Resources MNR Stock Holding History

Geneos Wealth Management’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,250
Closed -$16.5K – 2519
2025
Q3 		$16.5K Hold
1,250
– – ﹤0.01% 1799
2025
Q2 		$18.1K Buy
+1,250
New +$17.4K ﹤0.01% 2078

Other funds holding MNR

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LCM
LuminArx Capital Management New York $136M AUM

Geneos Wealth Management's MNR Position: Q4 2025 in Review

Geneos Wealth Management sold out of Mach Natural Resources (MNR) in Q4 2025, closing a stake of 1,250 shares — an estimated $16.5K sold.

Geneos Wealth Management first reported a position in MNR in Q2 2025 and held it in 2 quarters. The position peaked at $18.1K in Q2 2025. 60 funds tracked by Wall St. Rank hold MNR as of Q4 2025.

  • Geneos Wealth Management reported no remaining Mach Natural Resources position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,250 Mach Natural Resources shares in Q4 2025, an estimated $16.5K.
  • Geneos Wealth Management first reported a position in Mach Natural Resources in Q2 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Mach Natural Resources position peaked at $18.1K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held Mach Natural Resources as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.