Geneos Wealth Management’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19K | Hold |
915
| – | – | ﹤0.01% | 1789 |
|
|
2025
Q4 | $17.9K | Hold |
915
| – | – | ﹤0.01% | 1772 |
|
|
2025
Q3 | $16.3K | Sell |
915
-732
| -44% | -$12.2K | ﹤0.01% | 1803 |
|
|
2025
Q2 | $27.5K | Sell |
1,647
-400
| -20% | -$6.73K | ﹤0.01% | 1883 |
|
|
2025
Q1 | $47.4K | Buy |
2,047
+692
| +51% | +$11.9K | ﹤0.01% | 1948 |
|
|
2024
Q4 | $24.4K | Sell |
1,355
-1,304
| -49% | -$22.9K | ﹤0.01% | 1627 |
|
|
2024
Q3 | $40.4K | Buy |
2,659
+944
| +55% | +$13.4K | ﹤0.01% | 1272 |
|
|
2024
Q2 | $23.8K | Buy |
1,715
+6
| +0.4% | +$83 | ﹤0.01% | 1292 |
|
|
2024
Q1 | $23.9K | Buy |
1,709
+5
| +0.3% | +$58 | ﹤0.01% | 1303 |
|
|
2023
Q4 | $18.7K | Buy |
1,704
+7
| +0.4% | +$74 | ﹤0.01% | 1382 |
|
|
2023
Q3 | $18.4K | Buy |
1,697
+9
| +0.5% | +$104 | ﹤0.01% | 1401 |
|
|
2023
Q2 | $19.6K | Sell |
1,688
-760
| -31% | -$8.55K | ﹤0.01% | 1386 |
|
|
2023
Q1 | $28.4K | Buy |
2,448
+10
| +0.4% | +$116 | ﹤0.01% | 1240 |
|
|
2022
Q4 | $28.1K | Sell |
2,438
-197
| -7% | -$2.21K | ﹤0.01% | 1237 |
|
|
2022
Q3 | $27K | Sell |
2,635
-684
| -21% | -$7.55K | ﹤0.01% | 1231 |
|
|
2022
Q2 | $34K | Buy |
3,319
+21
| +0.6% | +$213 | ﹤0.01% | 1452 |
|
|
2022
Q1 | $33K | Buy |
3,298
+11
| +0.3% | +$116 | ﹤0.01% | 1552 |
|
|
2021
Q4 | $38K | Sell |
3,287
-989
| -23% | -$11.2K | ﹤0.01% | 1604 |
|
|
2021
Q3 | $49K | Buy |
4,276
+8
| +0.2% | +$96 | ﹤0.01% | 1506 |
|
|
2021
Q2 | $51K | Sell |
4,268
-479
| -10% | -$6K | ﹤0.01% | 1472 |
|
|
2021
Q1 | $60K | Buy |
4,747
+8
| +0.2% | +$87 | ﹤0.01% | 1536 |
|
|
2020
Q4 | $56K | Sell |
4,739
-5,007
| -51% | -$46.8K | ﹤0.01% | 1401 |
|
|
2020
Q3 | $82K | Buy |
9,746
+13
| +0.1% | +$112 | ﹤0.01% | 1033 |
|
|
2020
Q2 | $78K | Buy |
9,733
+16
| +0.2% | +$133 | ﹤0.01% | 1025 |
|
|
2020
Q1 | $80K | Buy |
9,717
+1,133
| +13% | +$11.9K | 0.01% | 920 |
|
|
2019
Q4 | $95K | Buy |
8,584
+11
| +0.1% | +$120 | 0.01% | 969 |
|
|
2019
Q3 | $92K | Buy |
8,573
+10
| +0.1% | +$102 | 0.01% | 922 |
|
|
2019
Q2 | $84K | Buy |
8,563
+11
| +0.1% | +$107 | 0.01% | 969 |
|
|
2019
Q1 | $84K | Sell |
8,552
-3,503
| -29% | -$34K | 0.01% | 924 |
|
|
2018
Q4 | $107K | Sell |
12,055
-187
| -2% | -$1.82K | 0.01% | 820 |
|
|
2018
Q3 | $119K | Buy |
12,242
+1,215
| +11% | +$13K | 0.01% | 822 |
|
|
2018
Q2 | $120K | Buy |
11,027
+213
| +2% | +$2.27K | 0.01% | 722 |
|
|
2018
Q1 | $115K | Buy |
10,814
+13
| +0.1% | +$132 | 0.01% | 704 |
|
|
2017
Q4 | $110K | Sell |
10,801
-426
| -4% | -$4.36K | 0.01% | 716 |
|
|
2017
Q3 | $110K | Buy |
11,227
+11
| +0.1% | +$110 | 0.01% | 669 |
|
|
2017
Q2 | $111K | Sell |
11,216
-164
| -1% | -$1.68K | 0.01% | 653 |
|
|
2017
Q1 | $118K | Buy |
11,380
+358
| +3% | +$3.74K | 0.01% | 616 |
|
|
2016
Q4 | $120K | Sell |
11,022
-1,659
| -13% | -$17.2K | 0.02% | 568 |
|
|
2016
Q3 | $122K | Buy |
12,681
+289
| +2% | +$2.64K | 0.02% | 550 |
|
|
2016
Q2 | $114K | Sell |
12,392
-1,788
| -13% | -$14.6K | 0.02% | 558 |
|
|
2016
Q1 | $104K | Buy |
+14,180
| New | +$95.6K | 0.02% | 569 |
|
Other funds holding MDU
VPM
VCM
