GWM
MRO

Geneos Wealth Management’s Marathon Oil Corporation MRO Stock Holding History

Geneos Wealth Management’s Portfolio MRO Stock Details MRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,778
Closed -$154K – 2982
2024
Q3 		$154K Buy
5,778
+499
+9% +$13.8K 0.01% 846
2024
Q2 		$151K Buy
5,279
+42
+0.8% +$1.16K 0.01% 770
2024
Q1 		$148K Buy
5,237
+1
+0% +$24 0.01% 767
2023
Q4 		$127K Sell
5,236
-998
-16% -$25.7K 0.01% 774
2023
Q3 		$167K Buy
6,234
+101
+2% +$2.61K 0.01% 727
2023
Q2 		$141K Sell
6,133
-1,556
-20% -$36.6K 0.01% 772
2023
Q1 		$184K Buy
7,689
+2,882
+60% +$73.7K 0.01% 674
2022
Q4 		$130K Sell
4,807
-8,600
-64% -$250K 0.01% 767
2022
Q3 		$302K Sell
13,407
-7,241
-35% -$172K 0.02% 501
2022
Q2 		$465K Buy
20,648
+10,961
+113% +$293K 0.02% 517
2022
Q1 		$243K Sell
9,687
-11,833
-55% -$254K 0.01% 729
2021
Q4 		$353K Sell
21,520
-6,470
-23% -$104K 0.01% 680
2021
Q3 		$398K Sell
27,990
-478
-2% -$5.76K 0.02% 637
2021
Q2 		$394K Sell
28,468
-786
-3% -$9.5K 0.02% 623
2021
Q1 		$329K Buy
29,254
+300
+1% +$2.9K 0.01% 758
2020
Q4 		$320K Buy
28,954
+8,758
+43% +$47.1K 0.01% 659
2020
Q3 		$83K Sell
20,196
-7,530
-27% -$39.8K ﹤0.01% 1030
2020
Q2 		$159K Buy
27,726
+7,350
+36% +$40.6K 0.01% 737
2020
Q1 		$71K Sell
20,376
-2,719
-12% -$25.1K ﹤0.01% 974
2019
Q4 		$311K Buy
23,095
+225
+1% +$2.74K 0.02% 550
2019
Q3 		$279K Sell
22,870
-218
-0.9% -$2.82K 0.02% 554
2019
Q2 		$328K Sell
23,088
-98
-0.4% -$1.51K 0.02% 519
2019
Q1 		$387K Buy
23,186
+664
+3% +$10.8K 0.03% 469
2018
Q4 		$317K Buy
22,522
+6,241
+38% +$111K 0.02% 471
2018
Q3 		$379K Sell
16,281
-4,730
-23% -$99K 0.03% 445
2018
Q2 		$438K Sell
21,011
-1,308
-6% -$25.8K 0.03% 347
2018
Q1 		$360K Buy
22,319
+785
+4% +$13K 0.03% 380
2017
Q4 		$364K Buy
21,534
+982
+5% +$14.6K 0.03% 389
2017
Q3 		$278K Buy
20,552
+187
+0.9% +$2.22K 0.03% 423
2017
Q2 		$241K Sell
20,365
-1,123
-5% -$15.7K 0.02% 447
2017
Q1 		$339K Buy
21,488
+2,840
+15% +$46.6K 0.04% 359
2016
Q4 		$322K Sell
18,648
-4,378
-19% -$70.3K 0.04% 351
2016
Q3 		$364K Buy
23,026
+600
+3% +$8.91K 0.05% 305
2016
Q2 		$351K Sell
22,426
-2,856
-11% -$37.7K 0.05% 315
2016
Q1 		$266K Buy
+25,282
New +$236K 0.04% 368

Other funds holding MRO

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's MRO Position: Q4 2024 in Review

Geneos Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 5,778 shares — an estimated $154K sold.

Geneos Wealth Management first reported a position in MRO in Q1 2016 and held it in 35 quarters. The position peaked at $465K in Q2 2022. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • Geneos Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 5,778 Marathon Oil Corporation shares in Q4 2024, an estimated $154K.
  • Geneos Wealth Management first reported a position in Marathon Oil Corporation in Q1 2016 and held it in 35 quarters.
  • Geneos Wealth Management's Marathon Oil Corporation position peaked at $465K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.