Geneos Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $474K | Buy |
1,360
+1,126
| +481% | +$425K | 0.01% | 805 |
|
|
2026
Q2 | $78.6K | Hold |
234
| – | – | ﹤0.01% | 1310 |
|
|
2026
Q1 | $57.3K | Hold |
234
| – | – | ﹤0.01% | 1370 |
|
|
2025
Q4 | $98.2K | Hold |
234
| – | – | ﹤0.01% | 1156 |
|
|
2025
Q3 | $72.6K | Buy |
234
+13
| +6% | +$3.34K | ﹤0.01% | 1234 |
|
|
2025
Q2 | $46.4K | Buy |
221
+98
| +80% | +$18.1K | ﹤0.01% | 1610 |
|
|
2025
Q1 | $21.6K | Buy |
123
+43
| +54% | +$10.5K | ﹤0.01% | 1912 |
|
|
2024
Q4 | $18.6K | Sell |
80
-3
| -4% | -$847 | ﹤0.01% | 1756 |
|
|
2024
Q3 | $22.4K | Sell |
83
-194
| -70% | -$50.4K | ﹤0.01% | 1523 |
|
|
2024
Q2 | $69.2K | Sell |
277
-6
| -2% | -$1.9K | ﹤0.01% | 972 |
|
|
2024
Q1 | $101K | Buy |
283
+6
| +2% | +$2.45K | ﹤0.01% | 843 |
|
|
2023
Q4 | $113K | Sell |
277
-1
| -0.4% | -$379 | 0.01% | 804 |
|
|
2023
Q3 | $96.1K | Sell |
278
-13
| -4% | -$4.94K | 0.01% | 884 |
|
|
2023
Q2 | $120K | Buy |
291
+100
| +52% | +$29.2K | 0.01% | 828 |
|
|
2023
Q1 | $44.5K | Buy |
191
+8
| +4% | +$1.68K | ﹤0.01% | 1116 |
|
|
2022
Q4 | $36K | Sell |
183
-15
| -8% | -$2.67K | ﹤0.01% | 1161 |
|
|
2022
Q3 | $39K | Sell |
198
-376
| -66% | -$110K | ﹤0.01% | 1105 |
|
|
2022
Q2 | $154K | Hold |
574
| – | – | 0.01% | 841 |
|
|
2022
Q1 | $254K | Buy |
574
+125
| +28% | +$48.9K | 0.01% | 716 |
|
|
2021
Q4 | $237K | Sell |
449
-1,900
| -81% | -$973K | 0.01% | 791 |
|
|
2021
Q3 | $1.11M | Sell |
2,349
-175
| -7% | -$70.5K | 0.04% | 353 |
|
|
2021
Q2 | $913K | Sell |
2,524
-446
| -15% | -$138K | 0.04% | 387 |
|
|
2021
Q1 | $883K | Hold |
2,970
| – | – | 0.02% | 456 |
|
|
2020
Q4 | $787K | Sell |
2,970
-21
| -0.7% | -$5.86K | 0.03% | 420 |
|
|
2020
Q3 | $697K | Buy |
2,991
+91
| +3% | +$19.7K | 0.04% | 358 |
|
|
2020
Q2 | $651K | Buy |
2,900
+31
| +1% | +$5.74K | 0.04% | 362 |
|
|
2020
Q1 | $379K | Hold |
2,869
| – | – | 0.03% | 431 |
|
|
2019
Q4 | $384K | Buy |
2,869
+133
| +5% | +$17.5K | 0.02% | 499 |
|
|
2019
Q3 | $321K | Buy |
2,736
+121
| +5% | +$17.5K | 0.02% | 509 |
|
|
2019
Q2 | $397K | Buy |
2,615
+219
| +9% | +$31.8K | 0.02% | 475 |
|
|
2019
Q1 | $352K | Buy |
2,396
+196
| +9% | +$20.1K | 0.02% | 491 |
|
|
2018
Q4 | $177K | Hold |
2,200
| – | – | 0.01% | 638 |
|
|
2018
Q3 | $179K | Buy |
+2,200
| New | +$147K | 0.01% | 676 |
|
Other funds holding MDB
Geneos Wealth Management's MDB Position: Q3 2026 in Review
Geneos Wealth Management increased its MongoDB (MDB) stake by 481% in Q3 2026, buying an estimated $425K and bringing the position to 1,360 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #805.
Geneos Wealth Management first reported a position in MDB in Q3 2018 and has held it in 33 quarters since. The position peaked at $1.11M in Q3 2021. 493 funds tracked by Wall St. Rank hold MDB as of Q3 2026.
- Geneos Wealth Management held 1,360 shares of MongoDB worth $474K as of Q3 2026.
- Geneos Wealth Management bought 1,126 MongoDB shares in Q3 2026, an estimated $425K.
- MongoDB made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #805 holding.
- Geneos Wealth Management first reported a position in MongoDB in Q3 2018 and has held it in 33 quarters since.
- Geneos Wealth Management's MongoDB position peaked at $1.11M in Q3 2021.
- 493 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.
Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.