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Geneos Wealth Management’s Marqeta MQ Stock Holding History

Geneos Wealth Management’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-27
Closed -$635 – 2917
2025
Q2 		$635 Buy
+27
New +$512 ﹤0.01% 3080
2022
Q3 		– Sell
-125
Closed -$4K – 2362
2022
Q2 		$4K Hold
125
– – ﹤0.01% 2260
2022
Q1 		$5K Buy
+125
New +$5.8K ﹤0.01% 2344

Other funds holding MQ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneos Wealth Management's MQ Position: Q3 2025 in Review

Geneos Wealth Management sold out of Marqeta (MQ) in Q3 2025, closing a stake of 27 shares — an estimated $635 sold.

Geneos Wealth Management first reported a position in MQ in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 268 funds tracked by Wall St. Rank hold MQ as of Q3 2025.

  • Geneos Wealth Management reported no remaining Marqeta position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 27 Marqeta shares in Q3 2025, an estimated $635.
  • Geneos Wealth Management first reported a position in Marqeta in Q1 2022 and held it in 3 quarters.
  • Geneos Wealth Management's Marqeta position peaked at $5K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Marqeta as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.