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Geneos Wealth Management’s Manitowoc MTW Stock Holding History

Geneos Wealth Management’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-610
Closed -$6K – 2367
2022
Q2 		$6K Hold
610
– – ﹤0.01% 2135
2022
Q1 		$9K Hold
610
– – ﹤0.01% 2121
2021
Q4 		$11K Hold
610
– – ﹤0.01% 2145
2021
Q3 		$13K Hold
610
– – ﹤0.01% 2112
2021
Q2 		$14K Sell
610
-1,789
-75% -$42.6K ﹤0.01% 2077
2021
Q1 		$54K Buy
2,399
+119
+5% +$1.97K ﹤0.01% 1589
2020
Q4 		$12K Buy
2,280
+1,670
+274% +$17.8K ﹤0.01% 2148
2020
Q3 		$4K Sell
610
-32
-5% -$318 ﹤0.01% 2263
2020
Q2 		$6K Buy
642
+507
+376% +$4.8K ﹤0.01% 2090
2020
Q1 		$1K Sell
135
-178
-57% -$2.32K ﹤0.01% 2392
2019
Q4 		$5K Hold
313
– – ﹤0.01% 2192
2019
Q3 		$3K Sell
313
-2,595
-89% -$39.2K ﹤0.01% 2237
2019
Q2 		$51K Sell
2,908
-1,000
-26% -$16.6K ﹤0.01% 1174
2019
Q1 		$64K Sell
3,908
-1,000
-20% -$16.7K ﹤0.01% 1025
2018
Q4 		$70K Sell
4,908
-125
-2% -$2.33K 0.01% 959
2018
Q3 		$120K Sell
5,033
-525
-9% -$12.8K 0.01% 820
2018
Q2 		$143K Buy
5,558
+400
+8% +$10.6K 0.01% 666
2018
Q1 		$146K Buy
5,158
+100
+2% +$3.43K 0.01% 630
2017
Q4 		$198K Buy
+5,058
New +$196K 0.02% 539

Other funds holding MTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Manitowoc (MTW) in Q3 2022, closing a stake of 610 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in MTW in Q4 2017 and held it in 19 quarters. The position peaked at $198K in Q4 2017. 143 funds tracked by Wall St. Rank hold MTW as of Q3 2022.

  • Geneos Wealth Management reported no remaining Manitowoc position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 610 Manitowoc shares in Q3 2022, an estimated $6K.
  • Geneos Wealth Management first reported a position in Manitowoc in Q4 2017 and held it in 19 quarters.
  • Geneos Wealth Management's Manitowoc position peaked at $198K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Manitowoc as of Q3 2022.

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