Geneos Wealth Management’s MERITOR, Inc. MTOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20	Closed	–	–	2726
2022 Q2	$0	Hold	20	–	–	﹤0.01%	2862
2022 Q1	$0	Buy	+20	New	+$591	﹤0.01%	3059
2020 Q4	–	Sell	-69	Closed	-$1K	–	3039
2020 Q3	$1K	Hold	69	–	–	﹤0.01%	2609
2020 Q2	$1K	Hold	69	–	–	﹤0.01%	2543
2020 Q1	$1K	Hold	69	–	–	﹤0.01%	2450
2019 Q4	$1K	Hold	69	–	–	﹤0.01%	2525
2019 Q3	$1K	Hold	69	–	–	﹤0.01%	2466
2019 Q2	$1K	Hold	69	–	–	﹤0.01%	2470
2019 Q1	$1K	Hold	69	–	–	﹤0.01%	2383
2018 Q4	$1K	Hold	69	–	–	﹤0.01%	2360
2018 Q3	$1K	Hold	69	–	–	﹤0.01%	2396
2018 Q2	$1K	Hold	69	–	–	﹤0.01%	2243
2018 Q1	$1K	Hold	69	–	–	﹤0.01%	2151
2017 Q4	$1K	Hold	69	–	–	﹤0.01%	2154
2017 Q3	$1K	Hold	69	–	–	﹤0.01%	2103
2017 Q2	$1K	Hold	69	–	–	﹤0.01%	2054
2017 Q1	$1K	Buy	+69	New	+$1.07K	﹤0.01%	2044

Other funds holding MTOR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Geneos Wealth Management's MTOR Position: Q3 2022 in Review

Geneos Wealth Management sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 20 shares.

Geneos Wealth Management first reported a position in MTOR in Q1 2017 and held it in 17 quarters. The position peaked at $1K in Q3 2020. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

Geneos Wealth Management reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 20 MERITOR, Inc. shares in Q3 2022.
Geneos Wealth Management first reported a position in MERITOR, Inc. in Q1 2017 and held it in 17 quarters.
Geneos Wealth Management's MERITOR, Inc. position peaked at $1K in Q3 2020.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.