Geneos Wealth Management’s MaxLinear MXL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-91	Closed	-$2.02K	–	2144
2023 Q3	$2.02K	Hold	91	–	–	﹤0.01%	1939
2023 Q2	$2.87K	Hold	91	–	–	﹤0.01%	1869
2023 Q1	$3.2K	Hold	91	–	–	﹤0.01%	1821
2022 Q4	$3.09K	Hold	91	–	–	﹤0.01%	1809
2022 Q3	$2K	Hold	91	–	–	﹤0.01%	1848
2022 Q2	$2K	Hold	91	–	–	﹤0.01%	2403
2022 Q1	$5K	Hold	91	–	–	﹤0.01%	2347
2021 Q4	$6K	Hold	91	–	–	﹤0.01%	2354
2021 Q3	$4K	Hold	91	–	–	﹤0.01%	2515
2021 Q2	$3K	Hold	91	–	–	﹤0.01%	2584
2021 Q1	$3K	Hold	91	–	–	﹤0.01%	2810
2020 Q4	$3K	Hold	91	–	–	﹤0.01%	2628
2020 Q3	$2K	Buy	+91	New	+$2.24K	﹤0.01%	2425

Other funds holding MXL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Geneos Wealth Management's MXL Position: Q4 2023 in Review

Geneos Wealth Management sold out of MaxLinear (MXL) in Q4 2023, closing a stake of 91 shares — an estimated $2.02K sold.

Geneos Wealth Management first reported a position in MXL in Q3 2020 and held it in 13 quarters. The position peaked at $6K in Q4 2021. 213 funds tracked by Wall St. Rank hold MXL as of Q4 2023.

Geneos Wealth Management reported no remaining MaxLinear position as of Q4 2023 after selling out during the quarter.
Geneos Wealth Management sold 91 MaxLinear shares in Q4 2023, an estimated $2.02K.
Geneos Wealth Management first reported a position in MaxLinear in Q3 2020 and held it in 13 quarters.
Geneos Wealth Management's MaxLinear position peaked at $6K in Q4 2021.
213 funds tracked by Wall St. Rank held MaxLinear as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.