Geneos Wealth Management’s AGNC Investment AGNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Sell |
19,835
-25,027
| -56% | -$230K | ﹤0.01% | 1031 |
|
|
2025
Q1 | $430K | Buy |
44,862
+24,362
| +119% | +$233K | 0.01% | 944 |
|
|
2024
Q4 | $189K | Hold |
20,500
| – | – | 0.01% | 863 |
|
|
2024
Q3 | $214K | Sell |
20,500
-2,100
| -9% | -$22K | 0.01% | 754 |
|
|
2024
Q2 | $216K | Buy |
22,600
+5,500
| +32% | +$52.5K | 0.01% | 689 |
|
|
2024
Q1 | $169K | Buy |
17,100
+1,000
| +6% | +$9.9K | 0.01% | 733 |
|
|
2023
Q4 | $158K | Hold |
16,100
| – | – | 0.01% | 728 |
|
|
2023
Q3 | $152K | Buy |
16,100
+1,000
| +7% | +$9.44K | 0.01% | 754 |
|
|
2023
Q2 | $153K | Buy |
15,100
+6,900
| +84% | +$69.9K | 0.01% | 750 |
|
|
2023
Q1 | $82.7K | Buy |
8,200
+4,200
| +105% | +$42.3K | 0.01% | 904 |
|
|
2022
Q4 | $41.4K | Sell |
4,000
-500
| -11% | -$5.18K | ﹤0.01% | 1113 |
|
|
2022
Q3 | $37K | Sell |
4,500
-12,606
| -74% | -$104K | ﹤0.01% | 1122 |
|
|
2022
Q2 | $196K | Buy |
17,106
+9,458
| +124% | +$108K | 0.01% | 750 |
|
|
2022
Q1 | $100K | Buy |
7,648
+1,350
| +21% | +$17.7K | ﹤0.01% | 1093 |
|
|
2021
Q4 | $94K | Buy |
6,298
+3,012
| +92% | +$45K | ﹤0.01% | 1195 |
|
|
2021
Q3 | $52K | Hold |
3,286
| – | – | ﹤0.01% | 1472 |
|
|
2021
Q2 | $55K | Sell |
3,286
-12,179
| -79% | -$204K | ﹤0.01% | 1423 |
|
|
2021
Q1 | $277K | Buy |
15,465
+552
| +4% | +$9.89K | 0.01% | 836 |
|
|
2020
Q4 | $50K | Buy |
14,913
+11,317
| +315% | +$37.9K | ﹤0.01% | 1457 |
|
|
2020
Q3 | $50K | Hold |
3,596
| – | – | ﹤0.01% | 1252 |
|
|
2020
Q2 | $45K | Sell |
3,596
-389
| -10% | -$4.87K | ﹤0.01% | 1260 |
|
|
2020
Q1 | $52K | Sell |
3,985
-646
| -14% | -$8.43K | ﹤0.01% | 1095 |
|
|
2019
Q4 | $83K | Hold |
4,631
| – | – | ﹤0.01% | 1021 |
|
|
2019
Q3 | $74K | Sell |
4,631
-78
| -2% | -$1.25K | ﹤0.01% | 1000 |
|
|
2019
Q2 | $79K | Sell |
4,709
-222
| -5% | -$3.72K | ﹤0.01% | 993 |
|
|
2019
Q1 | $88K | Buy |
4,931
+1,392
| +39% | +$24.8K | 0.01% | 907 |
|
|
2018
Q4 | $62K | Sell |
3,539
-147
| -4% | -$2.58K | ﹤0.01% | 1001 |
|
|
2018
Q3 | $68K | Buy |
3,686
+230
| +7% | +$4.24K | ﹤0.01% | 1039 |
|
|
2018
Q2 | $64K | Sell |
3,456
-300
| -8% | -$5.56K | 0.01% | 935 |
|
|
2018
Q1 | $71K | Sell |
3,756
-428
| -10% | -$8.09K | 0.01% | 865 |
|
|
2017
Q4 | $84K | Sell |
4,184
-200
| -5% | -$4.02K | 0.01% | 805 |
|
|
2017
Q3 | $95K | Sell |
4,384
-200
| -4% | -$4.33K | 0.01% | 714 |
|
|
2017
Q2 | $97K | Sell |
4,584
-40
| -0.9% | -$846 | 0.01% | 689 |
|
|
2017
Q1 | $91K | Buy |
4,624
+2,880
| +165% | +$56.7K | 0.01% | 682 |
|
|
2016
Q4 | $31K | Buy |
+1,744
| New | +$31K | ﹤0.01% | 1005 |
|