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 $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

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return