Geneos Wealth Management’s Mizuho Financial MFG Stock Holding History

Geneos Wealth Management’s Portfolio MFG Stock Details MFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,658	Closed	-$9.22K	–	2899
2025 Q2	$9.22K	Sell	1,658 -3,427	-67%	-$17.8K	﹤0.01%	2356
2025 Q1	$28K	Buy	5,085 +3,390	+200%	+$18.6K	﹤0.01%	2184
2024 Q4	$8.29K	Buy	1,695 +33	+2%	+$152	﹤0.01%	2121
2024 Q3	$6.95K	Buy	+1,662	New	+$6.94K	﹤0.01%	1956
2022 Q2	–	Sell	-731	Closed	-$1K	–	2706
2022 Q1	$1K	Buy	+731	New	+$2K	﹤0.01%	2670

Other funds holding MFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geneos Wealth Management sold out of Mizuho Financial (MFG) in Q3 2025, closing a stake of 1,658 shares — an estimated $9.22K sold.

Geneos Wealth Management first reported a position in MFG in Q1 2022 and held it in 5 quarters. The position peaked at $28K in Q1 2025. 342 funds tracked by Wall St. Rank hold MFG as of Q3 2025.

Geneos Wealth Management reported no remaining Mizuho Financial position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 1,658 Mizuho Financial shares in Q3 2025, an estimated $9.22K.
Geneos Wealth Management first reported a position in Mizuho Financial in Q1 2022 and held it in 5 quarters.
Geneos Wealth Management's Mizuho Financial position peaked at $28K in Q1 2025.
342 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2025.

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