GWM
MFA

Geneos Wealth Management’s MFA Financial MFA Stock Holding History

Geneos Wealth Management’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,250
Closed -$22K – 2892
2021
Q4 		$22K Hold
1,250
– – ﹤0.01% 1843
2021
Q3 		$23K Hold
1,250
– – ﹤0.01% 1847
2021
Q2 		$22K Hold
1,250
– – ﹤0.01% 1873
2021
Q1 		$22K Hold
1,250
– – ﹤0.01% 2035
2020
Q4 		$20K Buy
+1,250
New +$16.9K ﹤0.01% 1915
2020
Q1 		– Sell
-1,449
Closed -$44K – 2559
2019
Q4 		$44K Sell
1,449
-37
-2% -$1.13K ﹤0.01% 1325
2019
Q3 		$43K Buy
1,486
+822
+124% +$23.9K ﹤0.01% 1264
2019
Q2 		$19K Hold
664
– – ﹤0.01% 1654
2019
Q1 		$19K Buy
664
+625
+1,603% +$18.1K ﹤0.01% 1601
2018
Q4 		$1K Hold
39
– – ﹤0.01% 2315
2018
Q3 		$1K Sell
39
-86
-69% -$2.65K ﹤0.01% 2358
2018
Q2 		$3K Hold
125
– – ﹤0.01% 2049
2018
Q1 		$3K Hold
125
– – ﹤0.01% 1962
2017
Q4 		$3K Hold
125
– – ﹤0.01% 1950
2017
Q3 		$4K Sell
125
-100
-44% -$3.47K ﹤0.01% 1826
2017
Q2 		$7K Buy
225
+100
+80% +$3.31K ﹤0.01% 1641
2017
Q1 		$4K Hold
125
– – ﹤0.01% 1746
2016
Q4 		$3K Hold
125
– – ﹤0.01% 1772
2016
Q3 		$3K Hold
125
– – ﹤0.01% 1705
2016
Q2 		$3K Hold
125
– – ﹤0.01% 1624
2016
Q1 		$3K Buy
+125
New +$3.28K ﹤0.01% 1612

Other funds holding MFA

SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geneos Wealth Management's MFA Position: Q1 2022 in Review

Geneos Wealth Management sold out of MFA Financial (MFA) in Q1 2022, closing a stake of 1,250 shares — an estimated $22K sold.

Geneos Wealth Management first reported a position in MFA in Q1 2016 and held it in 21 quarters. The position peaked at $44K in Q4 2019. 188 funds tracked by Wall St. Rank hold MFA as of Q1 2022.

  • Geneos Wealth Management reported no remaining MFA Financial position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 1,250 MFA Financial shares in Q1 2022, an estimated $22K.
  • Geneos Wealth Management first reported a position in MFA Financial in Q1 2016 and held it in 21 quarters.
  • Geneos Wealth Management's MFA Financial position peaked at $44K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held MFA Financial as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.