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Geneos Wealth Management’s Assured Guaranty AGO Stock Holding History

Geneos Wealth Management’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-102
Closed -$8.88K – 2484
2025
Q2 		$8.88K Buy
102
+1
+1% +$85 ﹤0.01% 2369
2025
Q1 		$25.3K Buy
101
+10
+11% +$897 ﹤0.01% 2231
2024
Q4 		$8.19K Hold
91
– – ﹤0.01% 2131
2024
Q3 		$7.24K Buy
+91
New +$7.18K ﹤0.01% 1944
2022
Q2 		– Sell
-34
Closed -$2K – 2580
2022
Q1 		$2K Buy
+34
New +$1.95K ﹤0.01% 2516

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return