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Geneos Wealth Management’s Marten Transport MRTN Stock Holding History

Geneos Wealth Management’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-73
Closed -$948 – 2920
2025
Q2 		$948 Buy
73
+16
+28% +$211 ﹤0.01% 2996
2025
Q1 		$782 Hold
57
– – ﹤0.01% 2987
2024
Q4 		$890 Hold
57
– – ﹤0.01% 2794
2024
Q3 		$1.01K Buy
+57
New +$1K ﹤0.01% 2447
2020
Q4 		– Sell
-90
Closed -$1K – 2958
2020
Q3 		$1K Hold
90
– – ﹤0.01% 2544
2020
Q2 		$1K Sell
90
-24
-21% -$377 ﹤0.01% 2483
2020
Q1 		$1K Sell
114
-2,459
-96% -$33.9K ﹤0.01% 2391
2019
Q4 		$37K Sell
2,573
-150
-6% -$2.14K ﹤0.01% 1411
2019
Q3 		$38K Buy
2,723
+24
+0.9% +$315 ﹤0.01% 1314
2019
Q2 		$32K Sell
2,699
-264
-9% -$3.29K ﹤0.01% 1409
2019
Q1 		$35K Sell
2,963
-570
-16% -$6.97K ﹤0.01% 1323
2018
Q4 		$38K Sell
3,533
-294
-8% -$3.68K ﹤0.01% 1225
2018
Q3 		$53K Buy
+3,827
New +$57K ﹤0.01% 1150
2016
Q2 		– Sell
-520
Closed -$3K – 1829
2016
Q1 		$3K Buy
+520
New +$3.57K ﹤0.01% 1613

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geneos Wealth Management sold out of Marten Transport (MRTN) in Q3 2025, closing a stake of 73 shares — an estimated $948 sold.

Geneos Wealth Management first reported a position in MRTN in Q1 2016 and held it in 14 quarters. The position peaked at $53K in Q3 2018. 216 funds tracked by Wall St. Rank hold MRTN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Marten Transport position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 73 Marten Transport shares in Q3 2025, an estimated $948.
  • Geneos Wealth Management first reported a position in Marten Transport in Q1 2016 and held it in 14 quarters.
  • Geneos Wealth Management's Marten Transport position peaked at $53K in Q3 2018.
  • 216 funds tracked by Wall St. Rank held Marten Transport as of Q3 2025.

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