Geneos Wealth Management’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $87.2K | Hold |
1,128
| – | – | ﹤0.01% | 1213 |
|
|
2025
Q4 | $88.5K | Hold |
1,128
| – | – | ﹤0.01% | 1183 |
|
|
2025
Q3 | $95K | Hold |
1,128
| – | – | ﹤0.01% | 1140 |
|
|
2025
Q2 | $99.8K | Sell |
1,128
-1,128
| -50% | -$102K | ﹤0.01% | 1256 |
|
|
2025
Q1 | $210K | Buy |
2,256
+1,128
| +100% | +$103K | ﹤0.01% | 1210 |
|
|
2024
Q4 | $106K | Hold |
1,128
| – | – | ﹤0.01% | 1048 |
|
|
2024
Q3 | $103K | Hold |
1,128
| – | – | ﹤0.01% | 956 |
|
|
2024
Q2 | $84.3K | Hold |
1,128
| – | – | ﹤0.01% | 918 |
|
|
2024
Q1 | $88.8K | Hold |
1,128
| – | – | ﹤0.01% | 885 |
|
|
2023
Q4 | $81.6K | Hold |
1,128
| – | – | ﹤0.01% | 895 |
|
|
2023
Q3 | $77.3K | Hold |
1,128
| – | – | ﹤0.01% | 949 |
|
|
2023
Q2 | $89.2K | Hold |
1,128
| – | – | ﹤0.01% | 908 |
|
|
2023
Q1 | $87.6K | Hold |
1,128
| – | – | 0.01% | 884 |
|
|
2022
Q4 | $79.4K | Hold |
1,128
| – | – | ﹤0.01% | 893 |
|
|
2022
Q3 | $74K | Sell |
1,128
-891
| -44% | -$69.8K | 0.01% | 893 |
|
|
2022
Q2 | $160K | Hold |
2,019
| – | – | 0.01% | 834 |
|
|
2022
Q1 | $161K | Hold |
2,019
| – | – | 0.01% | 888 |
|
|
2021
Q4 | $166K | Hold |
2,019
| – | – | 0.01% | 951 |
|
|
2021
Q3 | $149K | Hold |
2,019
| – | – | 0.01% | 989 |
|
|
2021
Q2 | $150K | Sell |
2,019
-941
| -32% | -$70.1K | 0.01% | 982 |
|
|
2021
Q1 | $221K | Hold |
2,960
| – | – | 0.01% | 925 |
|
|
2020
Q4 | $144K | Buy |
2,960
+941
| +47% | +$64.9K | 0.01% | 974 |
|
|
2020
Q3 | $126K | Hold |
2,019
| – | – | 0.01% | 851 |
|
|
2020
Q2 | $125K | Hold |
2,019
| – | – | 0.01% | 818 |
|
|
2020
Q1 | $125K | Hold |
2,019
| – | – | 0.01% | 765 |
|
|
2019
Q4 | $159K | Hold |
2,019
| – | – | 0.01% | 786 |
|
|
2019
Q3 | $159K | Hold |
2,019
| – | – | 0.01% | 731 |
|
|
2019
Q2 | $147K | Sell |
2,019
-298
| -13% | -$20.5K | 0.01% | 778 |
|
|
2019
Q1 | $157K | Hold |
2,317
| – | – | 0.01% | 726 |
|
|
2018
Q4 | $138K | Hold |
2,317
| – | – | 0.01% | 730 |
|
|
2018
Q3 | $147K | Hold |
2,317
| – | – | 0.01% | 751 |
|
|
2018
Q2 | $146K | Hold |
2,317
| – | – | 0.01% | 660 |
|
|
2018
Q1 | $129K | Hold |
2,317
| – | – | 0.01% | 660 |
|
|
2017
Q4 | $146K | Buy |
2,317
+298
| +15% | +$19.4K | 0.01% | 628 |
|
|
2017
Q3 | $130K | Hold |
2,019
| – | – | 0.01% | 632 |
|
|
2017
Q2 | $129K | Hold |
2,019
| – | – | 0.01% | 619 |
|
|
2017
Q1 | $131K | Hold |
2,019
| – | – | 0.01% | 587 |
|
|
2016
Q4 | $131K | Hold |
2,019
| – | – | 0.02% | 548 |
|
|
2016
Q3 | $114K | Hold |
2,019
| – | – | 0.02% | 569 |
|
|
2016
Q2 | $113K | Hold |
2,019
| – | – | 0.02% | 562 |
|
|
2016
Q1 | $104K | Buy |
+2,019
| New | +$99.4K | 0.02% | 570 |
|
Other funds holding MGEE
VPM
VCM
Geneos Wealth Management's MGEE Position: Q1 2026 in Review
Geneos Wealth Management held its MGE Energy Inc (MGEE) position steady in Q1 2026 at 1,128 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.
Geneos Wealth Management first reported a position in MGEE in Q1 2016 and has held it in 41 quarters since. The position peaked at $221K in Q1 2021. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.
- Geneos Wealth Management held 1,128 shares of MGE Energy Inc worth $87.2K as of Q1 2026.
- Geneos Wealth Management left its MGE Energy Inc share count unchanged in Q1 2026.
- MGE Energy Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1213 holding.
- Geneos Wealth Management first reported a position in MGE Energy Inc in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's MGE Energy Inc position peaked at $221K in Q1 2021.
- 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.