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Geneos Wealth Management’s Vail Resorts MTN Stock Holding History

Geneos Wealth Management’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Buy
2,115
+465
+28% +$60.5K 0.01% 878
2026
Q1 		$212K Hold
1,650
– – ﹤0.01% 940
2025
Q4 		$219K Buy
1,650
+450
+38% +$66.2K 0.01% 900
2025
Q3 		$179K Buy
1,200
+1,141
+1,934% +$177K ﹤0.01% 937
2025
Q2 		$9.27K Buy
59
+9
+18% +$1.34K ﹤0.01% 2353
2025
Q1 		$8K Buy
50
+18
+56% +$2.99K ﹤0.01% 2350
2024
Q4 		$6K Hold
32
– – ﹤0.01% 2266
2024
Q3 		$5.58K Buy
+32
New +$5.72K ﹤0.01% 2043
2022
Q3 		– Sell
-4
Closed – – 2366
2022
Q2 		$0 Hold
4
– – ﹤0.01% 2712
2022
Q1 		$1K Hold
4
– – ﹤0.01% 2676
2021
Q4 		$1K Hold
4
– – ﹤0.01% 2697
2021
Q3 		$1K Hold
4
– – ﹤0.01% 2770
2021
Q2 		$1K Sell
4
-15
-79% -$4.78K ﹤0.01% 2779
2021
Q1 		$6K Buy
+19
New +$5.53K ﹤0.01% 2603
2020
Q1 		– Sell
-279
Closed -$67K – 2567
2019
Q4 		$67K Hold
279
– – ﹤0.01% 1115
2019
Q3 		$66K Sell
279
-125
-31% -$29.5K ﹤0.01% 1057
2019
Q2 		$90K Buy
+404
New +$89.7K 0.01% 944
2018
Q1 		– Sell
-150
Closed -$31K – 2216
2017
Q4 		$31K Hold
150
– – ﹤0.01% 1222
2017
Q3 		$34K Hold
150
– – ﹤0.01% 1119
2017
Q2 		$30K Hold
150
– – ﹤0.01% 1121
2017
Q1 		$28K Buy
150
+50
+50% +$8.86K ﹤0.01% 1113
2016
Q4 		$16K Hold
100
– – ﹤0.01% 1274
2016
Q3 		$15K Hold
100
– – ﹤0.01% 1234
2016
Q2 		$13K Hold
100
– – ﹤0.01% 1255
2016
Q1 		$13K Buy
+100
New +$12.5K ﹤0.01% 1227

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Geneos Wealth Management's MTN Position: Q2 2026 in Review

Geneos Wealth Management increased its Vail Resorts (MTN) stake by 28% in Q2 2026, buying an estimated $60.5K and bringing the position to 2,115 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #878.

Geneos Wealth Management first reported a position in MTN in Q1 2016 and has held it in 25 quarters since. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Geneos Wealth Management held 2,115 shares of Vail Resorts worth $288K as of Q2 2026.
  • Geneos Wealth Management bought 465 Vail Resorts shares in Q2 2026, an estimated $60.5K.
  • Vail Resorts made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #878 holding.
  • Geneos Wealth Management first reported a position in Vail Resorts in Q1 2016 and has held it in 25 quarters since.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.