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	Buy	73 +1	+1%	+$184	﹤0.01%	2178
2025 Q1	$13.5K	Buy	72 +18	+33%	+$3.53K	﹤0.01%	2126
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

Other funds holding AGM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geneos Wealth Management's AGM Position: Q3 2025 in Review

Geneos Wealth Management sold out of Federal Agricultural Mortgage (AGM) in Q3 2025, closing a stake of 73 shares — an estimated $14.2K sold.

Geneos Wealth Management first reported a position in AGM in Q1 2021 and held it in 18 quarters. The position peaked at $28.7K in Q4 2023. 241 funds tracked by Wall St. Rank hold AGM as of Q3 2025.

Geneos Wealth Management reported no remaining Federal Agricultural Mortgage position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 73 Federal Agricultural Mortgage shares in Q3 2025, an estimated $14.2K.
Geneos Wealth Management first reported a position in Federal Agricultural Mortgage in Q1 2021 and held it in 18 quarters.
Geneos Wealth Management's Federal Agricultural Mortgage position peaked at $28.7K in Q4 2023.
241 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.