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GWM
Geneos Wealth Management’s
Federal Agricultural Mortgage
AGM
Stock Holding History
Geneos Wealth Management’s Portfolio
AGM Stock Details
AGM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-73
Closed
-$14.2K
–
2483
2025
Q2
$14.2K
Sell
73
-160
-69%
-$29.4K
﹤0.01%
2178
2025
Q1
$43.7K
Buy
233
+179
+331%
+$35.1K
﹤0.01%
1993
2024
Q4
$10.6K
Sell
54
-50
-48%
-$9.92K
﹤0.01%
2030
2024
Q3
$19.5K
Buy
104
+54
+108%
+$10.3K
﹤0.01%
1567
2024
Q2
$9.04K
Hold
50
–
–
﹤0.01%
1570
2024
Q1
$9.84K
Sell
50
-100
-67%
-$18.6K
﹤0.01%
1550
2023
Q4
$28.7K
Hold
150
–
–
﹤0.01%
1242
2023
Q3
$23.1K
Hold
150
–
–
﹤0.01%
1326
2023
Q2
$21.6K
Hold
150
–
–
﹤0.01%
1346
2023
Q1
$20K
Hold
150
–
–
﹤0.01%
1347
2022
Q4
$16.9K
Hold
150
–
–
﹤0.01%
1387
2022
Q3
$14K
Hold
150
–
–
﹤0.01%
1425
2022
Q2
$14K
Hold
150
–
–
﹤0.01%
1829
2022
Q1
$16K
Hold
150
–
–
﹤0.01%
1891
2021
Q4
$18K
Hold
150
–
–
﹤0.01%
1924
2021
Q3
$16K
Hold
150
–
–
﹤0.01%
2020
2021
Q2
$15K
Hold
150
–
–
﹤0.01%
2037
2021
Q1
$15K
Buy
+150
New
+$13K
﹤0.01%
2196
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1-Year Est. Return
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1-Year Est. Return
Boston Partners
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1-Year Est. Return
Principal Financial Group
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$187B AUM
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1-Year Est. Return
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$57.2B AUM
18.32%
1-Year Est. Return
American Century Companies
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$194B AUM
35%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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