Geneos Wealth Management’s MAG Silver MAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-775
Closed -$16.4K 2891
2025
Q2
$16.4K Sell
775
-775
-50% -$13.8K ﹤0.01% 2124
2025
Q1
$23.7K Sell
1,550
-225
-13% -$3.49K ﹤0.01% 2254
2024
Q4
$24.1K Hold
1,775
﹤0.01% 1633
2024
Q3
$24.9K Hold
1,775
﹤0.01% 1477
2024
Q2
$20.7K Hold
1,775
﹤0.01% 1343
2024
Q1
$18.8K Hold
1,775
﹤0.01% 1375
2023
Q4
$18.5K Hold
1,775
﹤0.01% 1386
2023
Q3
$18.4K Hold
1,775
﹤0.01% 1402
2023
Q2
$19.8K Hold
1,775
﹤0.01% 1379
2023
Q1
$22.5K Hold
1,775
﹤0.01% 1309
2022
Q4
$27.7K Hold
1,775
﹤0.01% 1241
2022
Q3
$22K Sell
1,775
-1,230
-41% -$15.2K ﹤0.01% 1289
2022
Q2
$37K Sell
3,005
-380
-11% -$5.56K ﹤0.01% 1406
2022
Q1
$54K Buy
3,385
+1,600
+90% +$25.5K ﹤0.01% 1348
2021
Q4
$27K Buy
1,785
+160
+10% +$2.8K ﹤0.01% 1730
2021
Q3
$26K Hold
1,625
﹤0.01% 1788
2021
Q2
$35K Sell
1,625
-1,150
-41% -$22.8K ﹤0.01% 1644
2021
Q1
$47K Hold
2,775
﹤0.01% 1666
2020
Q4
$17K Buy
2,775
+1,600
+136% +$27.6K ﹤0.01% 2000
2020
Q3
$18K Buy
+1,175
New +$18.8K ﹤0.01% 1702
2018
Q3
Sell
-500
Closed -$5K 2432
2018
Q2
$5K Hold
500
﹤0.01% 1918
2018
Q1
$4K Hold
500
﹤0.01% 1902
2017
Q4
$6K Hold
500
﹤0.01% 1774
2017
Q3
$5K Hold
500
﹤0.01% 1755
2017
Q2
$6K Hold
500
﹤0.01% 1680
2017
Q1
$6K Hold
500
﹤0.01% 1646
2016
Q4
$5K Buy
+500
New +$6.44K ﹤0.01% 1630

Other funds holding MAG

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

Geneos Wealth Management sold out of MAG Silver (MAG) in Q3 2025, closing a stake of 775 shares — an estimated $16.4K sold.

Geneos Wealth Management first reported a position in MAG in Q4 2016 and held it in 27 quarters. The position peaked at $54K in Q1 2022. 5 funds tracked by Wall St. Rank hold MAG as of Q3 2025.

  • Geneos Wealth Management reported no remaining MAG Silver position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 775 MAG Silver shares in Q3 2025, an estimated $16.4K.
  • Geneos Wealth Management first reported a position in MAG Silver in Q4 2016 and held it in 27 quarters.
  • Geneos Wealth Management's MAG Silver position peaked at $54K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held MAG Silver as of Q3 2025.

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