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Geneos Wealth Management’s Navios Maritime Partners NMM Stock Holding History

Geneos Wealth Management’s Portfolio NMM Stock Details NMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-800
Closed -$28K – 2719
2022
Q1 		$28K Buy
+800
New +$24.1K ﹤0.01% 1637
2019
Q4 		– Sell
-68
Closed -$1K – 2565
2019
Q3 		$1K Buy
+68
New +$1.13K ﹤0.01% 2422

Other funds holding NMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Geneos Wealth Management's NMM Position: Q2 2022 in Review

Geneos Wealth Management sold out of Navios Maritime Partners (NMM) in Q2 2022, closing a stake of 800 shares — an estimated $28K sold.

Geneos Wealth Management first reported a position in NMM in Q3 2019 and held it in 2 quarters. The position peaked at $28K in Q1 2022. 55 funds tracked by Wall St. Rank hold NMM as of Q2 2022.

  • Geneos Wealth Management reported no remaining Navios Maritime Partners position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 800 Navios Maritime Partners shares in Q2 2022, an estimated $28K.
  • Geneos Wealth Management first reported a position in Navios Maritime Partners in Q3 2019 and held it in 2 quarters.
  • Geneos Wealth Management's Navios Maritime Partners position peaked at $28K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Navios Maritime Partners as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.