Geneos Wealth Management’s MasTec MTZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$212K	Sell	1,242 -955	-43%	-$163K	0.01%	973
2025 Q1	$256K	Buy	2,197 +1,537	+233%	+$179K	﹤0.01%	1126
2024 Q4	$89.9K	Hold	660	–	–	﹤0.01%	1107
2024 Q3	$81.2K	Buy	660 +212	+47%	+$26.1K	﹤0.01%	1031
2024 Q2	$47.9K	Buy	448 +13	+3%	+$1.39K	﹤0.01%	1086
2024 Q1	$40.6K	Hold	435	–	–	﹤0.01%	1142
2023 Q4	$32.9K	Hold	435	–	–	﹤0.01%	1200
2023 Q3	$31.3K	Sell	435 -100	-19%	-$7.2K	﹤0.01%	1218
2023 Q2	$63.1K	Buy	535 +125	+30%	+$14.7K	﹤0.01%	1009
2023 Q1	$38.7K	Sell	410 -36	-8%	-$3.4K	﹤0.01%	1148
2022 Q4	$38.1K	Hold	446	–	–	﹤0.01%	1145
2022 Q3	$28K	Sell	446 -1,300	-74%	-$81.6K	﹤0.01%	1218
2022 Q2	$125K	Hold	1,746	–	–	0.01%	921
2022 Q1	$152K	Buy	1,746 +100	+6%	+$8.71K	0.01%	916
2021 Q4	$151K	Hold	1,646	–	–	0.01%	996
2021 Q3	$146K	Sell	1,646 -50	-3%	-$4.44K	0.01%	995
2021 Q2	$179K	Hold	1,696	–	–	0.01%	900
2021 Q1	$176K	Hold	1,696	–	–	﹤0.01%	1026
2020 Q4	$152K	Buy	1,696 +50	+3%	+$4.48K	0.01%	942
2020 Q3	$69K	Buy	1,646 +146	+10%	+$6.12K	﹤0.01%	1100
2020 Q2	$65K	Buy	1,500 +100	+7%	+$4.33K	﹤0.01%	1114
2020 Q1	$41K	Sell	1,400 -400	-22%	-$11.7K	﹤0.01%	1205
2019 Q4	$114K	Buy	1,800 +500	+38%	+$31.7K	0.01%	901
2019 Q3	$83K	Hold	1,300	–	–	0.01%	961
2019 Q2	$66K	Hold	1,300	–	–	﹤0.01%	1068
2019 Q1	$62K	Hold	1,300	–	–	﹤0.01%	1038
2018 Q4	$52K	Hold	1,300	–	–	﹤0.01%	1080
2018 Q3	$58K	Hold	1,300	–	–	﹤0.01%	1102
2018 Q2	$65K	Hold	1,300	–	–	0.01%	931
2018 Q1	$61K	Hold	1,300	–	–	0.01%	922
2017 Q4	$63K	Hold	1,300	–	–	0.01%	910
2017 Q3	$60K	Hold	1,300	–	–	0.01%	880
2017 Q2	$58K	Sell	1,300 -41	-3%	-$1.83K	0.01%	868
2017 Q1	$53K	Hold	1,341	–	–	0.01%	863
2016 Q4	$51K	Hold	1,341	–	–	0.01%	834
2016 Q3	$39K	Buy	1,341 +41	+3%	+$1.19K	0.01%	909
2016 Q2	$29K	Hold	1,300	–	–	﹤0.01%	998
2016 Q1	$26K	Buy	+1,300	New	+$26K	﹤0.01%	1011