Geneos Wealth Management’s Mueller Water Products MWA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-137	Closed	-$3.29K	–	2930
2025 Q2	$3.29K	Sell	137 -374	-73%	-$9.25K	﹤0.01%	2694
2025 Q1	$13K	Buy	+511	New	+$12.8K	﹤0.01%	2484
2022 Q3	–	Sell	-50	Closed	–	–	2369
2022 Q2	$0	Hold	50	–	–	﹤0.01%	2713
2022 Q1	$0	Buy	+50	New	+$645	﹤0.01%	2900
2016 Q3	–	Sell	-91,733	Closed	-$1.04M	–	1985
2016 Q2	$1.04M	Hold	91,733	–	–	0.15%	146
2016 Q1	$928K	Buy	+91,733	New	+$784K	0.14%	159

Other funds holding MWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geneos Wealth Management sold out of Mueller Water Products (MWA) in Q3 2025, closing a stake of 137 shares — an estimated $3.29K sold.

Geneos Wealth Management first reported a position in MWA in Q1 2016 and held it in 6 quarters. The position peaked at $1.04M in Q2 2016. 401 funds tracked by Wall St. Rank hold MWA as of Q3 2025.

Geneos Wealth Management reported no remaining Mueller Water Products position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 137 Mueller Water Products shares in Q3 2025, an estimated $3.29K.
Geneos Wealth Management first reported a position in Mueller Water Products in Q1 2016 and held it in 6 quarters.
Geneos Wealth Management's Mueller Water Products position peaked at $1.04M in Q2 2016.
401 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2025.

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