GWM
MTH icon

Geneos Wealth Management’s Meritage Homes MTH Stock Holding History

Geneos Wealth Management’s Portfolio MTH Stock Details MTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-26
Closed -$1.74K – 2925
2025
Q2 		$1.74K Sell
26
-6
-19% -$398 ﹤0.01% 2846
2025
Q1 		$6.8K Buy
32
+2
+7% +$150 ﹤0.01% 2678
2024
Q4 		$2.31K Buy
30
+6
+25% +$547 ﹤0.01% 2558
2024
Q3 		$2.46K Buy
+24
New +$2.27K ﹤0.01% 2251
2024
Q2 		– Sell
-18
Closed -$1.58K – 2142
2024
Q1 		$1.58K Buy
+18
New +$1.46K ﹤0.01% 1934

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Geneos Wealth Management sold out of Meritage Homes (MTH) in Q3 2025, closing a stake of 26 shares — an estimated $1.74K sold.

Geneos Wealth Management first reported a position in MTH in Q1 2024 and held it in 5 quarters. The position peaked at $6.8K in Q1 2025. 408 funds tracked by Wall St. Rank hold MTH as of Q3 2025.

  • Geneos Wealth Management reported no remaining Meritage Homes position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 26 Meritage Homes shares in Q3 2025, an estimated $1.74K.
  • Geneos Wealth Management first reported a position in Meritage Homes in Q1 2024 and held it in 5 quarters.
  • Geneos Wealth Management's Meritage Homes position peaked at $6.8K in Q1 2025.
  • 408 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2025.

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