GWM
MXIM

Geneos Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Geneos Wealth Management’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-352
Closed -$36K – 2937
2021
Q2 		$36K Sell
352
-120
-25% -$11.7K ﹤0.01% 1638
2021
Q1 		$44K Sell
472
-53
-10% -$4.86K ﹤0.01% 1705
2020
Q4 		$45K Buy
525
+120
+30% +$9.47K ﹤0.01% 1508
2020
Q3 		$26K Sell
405
-110
-21% -$7.44K ﹤0.01% 1539
2020
Q2 		$30K Buy
515
+93
+22% +$5.18K ﹤0.01% 1448
2020
Q1 		$20K Sell
422
-751
-64% -$43.1K ﹤0.01% 1521
2019
Q4 		$72K Buy
1,173
+289
+33% +$16.8K ﹤0.01% 1085
2019
Q3 		$50K Sell
884
-149
-14% -$8.63K ﹤0.01% 1186
2019
Q2 		$61K Buy
1,033
+611
+145% +$34.8K ﹤0.01% 1100
2019
Q1 		$22K Sell
422
-83
-16% -$4.46K ﹤0.01% 1540
2018
Q4 		$25K Sell
505
-100
-17% -$5.22K ﹤0.01% 1412
2018
Q3 		$34K Sell
605
-1,000
-62% -$60.3K ﹤0.01% 1351
2018
Q2 		$94K Sell
1,605
-500
-24% -$29.1K 0.01% 814
2018
Q1 		$126K Buy
2,105
+500
+31% +$29.6K 0.01% 676
2017
Q4 		$83K Sell
1,605
-1,250
-44% -$64.9K 0.01% 810
2017
Q3 		$136K Hold
2,855
– – 0.01% 620
2017
Q2 		$128K Sell
2,855
-7
-0.2% -$322 0.01% 622
2017
Q1 		$128K Hold
2,862
– – 0.01% 596
2016
Q4 		$110K Buy
2,862
+201
+8% +$7.88K 0.01% 596
2016
Q3 		$106K Hold
2,661
– – 0.01% 589
2016
Q2 		$94K Hold
2,661
– – 0.01% 607
2016
Q1 		$97K Buy
+2,661
New +$89.3K 0.01% 594

Other funds holding MXIM

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Geneos Wealth Management's MXIM Position: Q3 2021 in Review

Geneos Wealth Management sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 352 shares — an estimated $36K sold.

Geneos Wealth Management first reported a position in MXIM in Q1 2016 and held it in 22 quarters. The position peaked at $136K in Q3 2017. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Geneos Wealth Management reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 352 Maxim Integrated Products shares in Q3 2021, an estimated $36K.
  • Geneos Wealth Management first reported a position in Maxim Integrated Products in Q1 2016 and held it in 22 quarters.
  • Geneos Wealth Management's Maxim Integrated Products position peaked at $136K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.