Geneos Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $78.8K | Hold |
174
| – | – | ﹤0.01% | 1307 |
|
|
2026
Q1 | $75.9K | Sell |
174
-51
| -23% | -$24.1K | ﹤0.01% | 1269 |
|
|
2025
Q4 | $115K | Buy |
225
+51
| +29% | +$24.9K | ﹤0.01% | 1105 |
|
|
2025
Q3 | $82.9K | Sell |
174
-482
| -73% | -$243K | ﹤0.01% | 1188 |
|
|
2025
Q2 | $329K | Buy |
656
+51
| +8% | +$23.6K | 0.01% | 836 |
|
|
2025
Q1 | $282K | Buy |
605
+324
| +115% | +$156K | 0.01% | 793 |
|
|
2024
Q4 | $133K | Buy |
281
+10
| +4% | +$4.77K | ﹤0.01% | 972 |
|
|
2024
Q3 | $129K | Buy |
271
+156
| +136% | +$72.3K | ﹤0.01% | 887 |
|
|
2024
Q2 | $48.4K | Buy |
115
+11
| +11% | +$4.38K | ﹤0.01% | 1083 |
|
|
2024
Q1 | $40.9K | Hold |
104
| – | – | ﹤0.01% | 1139 |
|
|
2023
Q4 | $40.6K | Sell |
104
-19
| -15% | -$6.6K | ﹤0.01% | 1126 |
|
|
2023
Q3 | $38.9K | Buy |
123
+23
| +23% | +$7.82K | ﹤0.01% | 1151 |
|
|
2023
Q2 | $34.8K | Hold |
100
| – | – | ﹤0.01% | 1193 |
|
|
2023
Q1 | $30.6K | Sell |
100
-100
| -50% | -$30.2K | ﹤0.01% | 1216 |
|
|
2022
Q4 | $55.7K | Sell |
200
-100
| -33% | -$27.4K | ﹤0.01% | 1016 |
|
|
2022
Q3 | $72K | Hold |
300
| – | – | 0.01% | 905 |
|
|
2022
Q2 | $82K | Hold |
300
| – | – | ﹤0.01% | 1088 |
|
|
2022
Q1 | $101K | Hold |
300
| – | – | ﹤0.01% | 1089 |
|
|
2021
Q4 | $117K | Hold |
300
| – | – | ﹤0.01% | 1101 |
|
|
2021
Q3 | $107K | Hold |
300
| – | – | ﹤0.01% | 1150 |
|
|
2021
Q2 | $110K | Sell |
300
-11
| -4% | -$3.66K | ﹤0.01% | 1128 |
|
|
2021
Q1 | $101K | Buy |
311
+3
| +1% | +$845 | ﹤0.01% | 1306 |
|
|
2020
Q4 | $91K | Buy |
308
+8
| +3% | +$2.24K | ﹤0.01% | 1187 |
|
|
2020
Q3 | $84K | Hold |
300
| – | – | ﹤0.01% | 1022 |
|
|
2020
Q2 | $80K | Buy |
300
+194
| +183% | +$49.3K | ﹤0.01% | 1019 |
|
|
2020
Q1 | $23K | Hold |
106
| – | – | ﹤0.01% | 1449 |
|
|
2019
Q4 | $25K | Hold |
106
| – | – | ﹤0.01% | 1592 |
|
|
2019
Q3 | $21K | Hold |
106
| – | – | ﹤0.01% | 1580 |
|
|
2019
Q2 | $20K | Hold |
106
| – | – | ﹤0.01% | 1627 |
|
|
2019
Q1 | $19K | Buy |
106
+6
| +6% | +$986 | ﹤0.01% | 1600 |
|
|
2018
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 1693 |
|
|
2018
Q3 | $16K | Hold |
100
| – | – | ﹤0.01% | 1678 |
|
|
2018
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 1523 |
|
|
2018
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 1481 |
|
|
2017
Q4 | $14K | Sell |
100
-224
| -69% | -$32.8K | ﹤0.01% | 1516 |
|
|
2017
Q3 | $45K | Hold |
324
| – | – | ﹤0.01% | 997 |
|
|
2017
Q2 | $39K | Hold |
324
| – | – | ﹤0.01% | 1025 |
|
|
2017
Q1 | $36K | Sell |
324
-4
| -1% | -$429 | ﹤0.01% | 1017 |
|
|
2016
Q4 | $31K | Sell |
328
-350
| -52% | -$35.3K | ﹤0.01% | 1014 |
|
|
2016
Q3 | $73K | Buy |
678
+4
| +0.6% | +$421 | 0.01% | 678 |
|
|
2016
Q2 | $63K | Hold |
674
| – | – | 0.01% | 726 |
|
|
2016
Q1 | $65K | Buy |
+674
| New | +$60.6K | 0.01% | 715 |
|
Other funds holding MCO
Geneos Wealth Management's MCO Position: Q2 2026 in Review
Geneos Wealth Management held its Moody's (MCO) position steady in Q2 2026 at 174 shares worth $78.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.
Geneos Wealth Management first reported a position in MCO in Q1 2016 and has held it in 42 quarters since. The position peaked at $329K in Q2 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Geneos Wealth Management held 174 shares of Moody's worth $78.8K as of Q2 2026.
- Geneos Wealth Management left its Moody's share count unchanged in Q2 2026.
- Moody's made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1307 holding.
- Geneos Wealth Management first reported a position in Moody's in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Moody's position peaked at $329K in Q2 2025.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.