Geneos Wealth Management’s Marlin Business Services Corp MRLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-800	Closed	-$20K	–	2153
2017 Q1	$20K	Hold	800	–	–	﹤0.01%	1250
2016 Q4	$16K	Hold	800	–	–	﹤0.01%	1285
2016 Q3	$15K	Hold	800	–	–	﹤0.01%	1246
2016 Q2	$13K	Hold	800	–	–	﹤0.01%	1263
2016 Q1	$11K	Buy	+800	New	+$11.5K	﹤0.01%	1288

Other funds holding MRLN

RMCP

Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return

BRIM

Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Geneos Wealth Management's MRLN Position: Q2 2017 in Review

Geneos Wealth Management sold out of Marlin Business Services Corp (MRLN) in Q2 2017, closing a stake of 800 shares — an estimated $20K sold.

Geneos Wealth Management first reported a position in MRLN in Q1 2016 and held it in 5 quarters. The position peaked at $20K in Q1 2017. 76 funds tracked by Wall St. Rank hold MRLN as of Q2 2017.

Geneos Wealth Management reported no remaining Marlin Business Services Corp position as of Q2 2017 after selling out during the quarter.
Geneos Wealth Management sold 800 Marlin Business Services Corp shares in Q2 2017, an estimated $20K.
Geneos Wealth Management first reported a position in Marlin Business Services Corp in Q1 2016 and held it in 5 quarters.
Geneos Wealth Management's Marlin Business Services Corp position peaked at $20K in Q1 2017.
76 funds tracked by Wall St. Rank held Marlin Business Services Corp as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.